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> financial resources

Books, links & resources - most of these resources are Canadian specific.

As websites change frequently, please kindly report any broken links to us at wealth@kelleykeehn.com or share your interesting financial resource.

 

Tax Free Savings Account

(Effective January 1, 2009)

 

RRSPs

(Registered Retirement Savings Plan)

  • CRA RRIFs (Registered Retirement Income Fund)

 

RRSP Calculators

 

RESPs

(Registered Education Savings Plan)

 

Mutual Funds

  • ETF (Exchange Traded Funds) Learning centre

 

Home - Federal Renovation Tax Credit, Federal ecoENERGY Grant, Edmonton Garage & Basement Suite program, Edmonton CORE Furnace Rebate Program

  • Garage Suites Grant Program (the City of Edmonton) - click here
  • Provincial Energy Efficiency Rebate Program - click here
  • High Efficiency Furnace Rebate for Low Income Households (Edmonton) - click here
  • Grants under ecoENERGY Retrofit Homes Questions & Answers - click here

 

Banking (Canada)

  • A document explaining the Canadian prime rate and the Bank of Canada's rate - click here

 

Credit

 

Mortgages

 

General Financial Planning

 

Taxes

 

Insurance

 

From my website

 

Workbooks (from CNBC)

These workbooks are US focused but will still assist Canadians.  Check them out from CNBC's On The Money

Websites

 

Books

  • Juggling Dynamite: An Insider's Wisdom about Money Management, Markets, and Wealth That Lasts by Danielle Park
  • Essential Tax Facts 2008 Edition: For Help with Your 2007 Tax Return by Evelyn Jacks
  • 101 Tax Secrets for Canadians 2008: Smart Strategies That Can Save You Thousands by Tim Cestnick
  • The Intelligent Investor: The Definitive Book on Value Investing
    by Benjamin Graham, Jason Zweig
  • The Little Book of Bull Moves in Bear Markets: How to Keep Your Portfolio Up When the Market is Down by Peter D. Schiff
  • How to Pay Less and Save More For Yourself: The Essential Consumer Guide to Canadian Banking and Investing by Rob Carrick
  • The Warren Buffett Way by Bill Miller, Robert G. Hagstrom, and Ken Fisher
  • The Smart Canadian's Guide to Building Wealth by Foran
  • You Can't Take it With You: Common-Sense Estate Planning for Canadians by Sandra E. Foster
  • The Canadian Guide to Will And Estate Planning, by Douglas Gray and John Budd
  • Where there's a Will...there's a Way...: An easy to read book on Canadian Estate Planning by Kevin O'Brien
  • Women & Money: Owning the Power to Control Your Destiny Suze Orman
  • Smart Women Finish Rich: 9 Steps to Creating a Rich Future [CANADIAN EDITION] (Paperback) by David Bach
  • The Woman's Guide to Money - by Kelley Keehn
  • She Inc. - by Kelley Keehn
  • The Money Book For Everyone Else - by Kelley Keehn

 

Kelley Keehn does not represent and product or service nor endorse and resources listed here.  She is not a registered investment advisor and the information provided on this web site should be considered educational in nature, but it is not a substitute for legal or professional financial advice. Always seek the advice of a qualified financial, tax, legal or banking profession if you believe you need help or assistance.