Investment Links

ScotiaMcLeod | Fund Reference | Stocks | Fund Companies | Taxes | Misc. Missing Money

 

Mutual Fund Link of the Month

The Canadian mutual fund industry recently celebrated a major milestone.  Canadian investors now hold over one trillion dollars in assets in mutual funds.  Here's a link to the article:

And the Investment Funds Institute of Canada (IFIC) has a wealth of other information on investing.

 

Here are some sites you may want to check out. We've selected them because they offer good reference information or investment advice. We'd like to expand this list so if you have a site you really like, please drop us a line.

ScotiaMcLeod Related Sites

  • ScotiaMcLeod - Of course, we think you should check out ScotiaMcLeod's web site. It's got information about client services, market news and the economy, plus real time market data.
  • Scotiabank - Our bank allows you to transfer funds to your non-Registered brokerage account, just select Add Payee and enter your ScotiaMcLeod account number (all 10 digits, no hypens) under Bill Payment (select ScotiaMcLeod or Scotia Discount) to register.
  • Quicken - Financial news and stock quotes from Quicken.

Mutual Fund Reference

  • The Investment Funds Institute of Canada (IFIC) - IFIC is the national association of mutual fund companies and dealers. The site provides general information about mutual funds as well as mutual fund statistics.
  • globefund.com The Globe & Mail's "GLOBEfund" - Use GLOBEfund to generate reports on mutual funds, produce historical price charts, lookup mutual funds articles published in The Globe & Mail, learn about mutual fund terms and concepts, track funds you own or are interested in.
  • The Fund Library - This is a great source for mutual fund investors - it offers industry news, performance numbers and even a chat group for investors.
  • Morningstar - We use the commercial version of this tool to chart the performance of your mutual funds. Morningstar's site is an in-depth performance reporting site and has numerous portfolio tools and mutual fund articles.
  • Fundscope - This is a "for-fee" analysis site for comparing funds. It has a good correlation tool.
  • FundMonitor.com - An informative site run by our good friend Duff Young, with a unique fund correlation tool.
  • Yahoo's Mutual Fund Centre

Great Stock and Investment Reference Sites


Mutual Fund Companies

Any of these Mutual Funds can be bought through ScotiaMcLeod:


Tax Sites

ScotiaMcLeod does not provide tax or accounting advice. Please refer to these sites or your tax professional for tax information.

Tax Software


Miscellaneous

Missing some money? Check out:

Got some old stock certificates? Be careful, but check out:

Note that we do not make any representations about the quality of the above links and tools, most of which are provided by unrelated organizations solely for your convenience.

While these sites can provide some insight, the consulting with your professional advisor (your team) is always recommended before making investment or planning decisions.

 



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E. carl.spiess@scotiamcleod.com
    allan.mcglade@scotiamcleod.com

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