Mutual Fund Link of the Month
The Canada Revenue Agency’s website has lots of tips and information. You can see your refund online or check out
the tax tips. Use the site to learn more about pension income splitting, transit deductions, children’s fitness credits
and more…
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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.
- Altavista babelfish - Translate the Managed Money Reporter newsletter into French, German, Spanish
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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.
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 - If you've met with us personally,
you've probably seen Morningstar's BellCharts
software in action. We use the commercial version of this tool to chart the performance
(what's on the chart? - one page summary) 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
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Great Stock and Investment Reference Sites
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Mutual Fund Companies
Any of these Mutual Funds can be bought through ScotiaMcLeod: |
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Tax Sites
ScotiaMcLeod does not provide tax or accounting advice. Please refer to these sites or your
tax professional for tax information.
Tax Software
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Miscellaneous
Missing some money? Check out:
Got some old stock certificates? Be careful, but check out:
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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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