National Bank Correspondent Network (NBCN)This firm is the trustee and custodian of our investment accounts. This is where the money is actually held. You will receive investment statements, transaction confirmation and tax reporting directly from this firm. NBCN is a division of the National Bank of Canada, Canada's 5th largest chartered bank.
The Accounting PlaceThe Accounting Place is our tax partner. They provide tax return preparation services as well as strategic tax reviews.
The Knowledge BureauThe Knowledge Bureau is an educational institution in Canada providing enhanced tax and financial planning education to advisors and consumers. They are the publisher of the Master Your Retirement book and the industry courses authored by Douglas Nelson.
Financial Psychology & Kathleen GurneyThe Money Personality program has been developed by Dr. Kathleen Gurney. This is an excellent tool for understanding your own Money Personality and perhaps the reasons why you approach money issues the way you do.
McNally Robinson BooksellersMcNally Robinson Booksellers is a Manitoba based firm with stores in Winnipeg, Saskatoon and Toronto. Many of Doug's favorite book titles can be found at their on-line store.
Managing My Life Educational ResourcesThe Managing My Life website contains, and continues to develop, many excellent on-line resources for all aspects of one's life. Check back often to see what's new and how it may help you grow and evolve both personally and professionally.
Financial Planning Standards CouncilThis is the organization that confers and monitors the Certified Financial Planner (CFP) designation in Canada.
XL AutomationXL Automation is the software developer for the "Wealth Inspector" software tool.
Canada Pension PlanInformation about how the Canada Pension Plan Retirement Benefit works as well as links to on-line forms and contact information.
![“This book is a must read for people at age 50, then again at 60, 65 and likely every 5 years thereafter. It covers so many detailed aspects of retirement and is very well written. I only wish I would have had it available 20 years earlier. After reading it I made a list of “follow up” items that still had been left undone. "](/account/images/quote.img?color=044c3f&text=2c2619&accent=ffffff&compliment=999530&navigation=ffffff&heading=044c3f&title=044c3f&logo=044c3f&link=999530"e.text=%E2%80%9CThis+book+is+a+must+read+for+people+at+age+50%2C+then+again+at+60%2C+65+and+likely+every+5+years+thereafter.+It+covers+so+many+detailed+aspects+of+retirement+and+is+very+well+written.+I+only+wish+I+would+have+had+it+available+20+years+earlier.+After+reading+it+I+made+a+list+of+%E2%80%9Cfollow+up%E2%80%9D+items+that+still+had+been+left+undone.+%22&author.text=J.+Peters&begin.fill.color=57a597"e.fill.color=2c2619&begin.font.size=150"e.font.size=18"e.text.wrappingwidth=153&stage.width.max=153&cache=1305383105565)
!["The book contains a lot of excellent advice. I particularly enjoyed the sections on envisioning your ideal retirement and the emphasis on tax-efficient solutions. I wish that I had found this book on retirement planning ten years ago!"](/account/images/quote.img?color=044c3f&text=2c2619&accent=ffffff&compliment=999530&navigation=ffffff&heading=044c3f&title=044c3f&logo=044c3f&link=999530"e.text=%22The+book+contains+a+lot+of+excellent+advice.++I+particularly+enjoyed+the+sections+on+envisioning+your++ideal+retirement+and+the+emphasis+on+tax-efficient+solutions.++I+wish+that+I+had+found+this+book+on+retirement+planning+ten+years+ago%21%22&author.text=Dr.+B.+Yates&begin.fill.color=57a597"e.fill.color=2c2619&begin.font.size=150"e.font.size=18"e.text.wrappingwidth=153&stage.width.max=153&cache=1305383105565)