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Creating a Financial Plan
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Starting Your Financial Plan
Planning is the foundation for success in every aspect of life. Assessing your current financial situation along with setting goals is the key to successful financial planning.

Web Sites for Financial Planning
• Investing information at www.cse.ca and www.fpanet.org.
• Selected articles from Canadian MoneySaver magazine at www.canadianmoneysaver.ca, from MoneySense magazine at www.moneysense.ca.
• Information on the banks and their products: http://www.td.com, www4.bmo.com, www.rbcroyalbank.ca, www.scotia bank.ca, www.nbc.ca and www.cba.ca for the Canadian Bankers Association.
• Current consumer price index and inflation information from Statistics Canada at www.statcan.ca.
• Information on Bank of Canada activities and publications at www.bankofcanada.ca.
• Retirement planning at www.retirenet.com and www.elderweb.org.
(Note: Addresses and content of Web sites change, and new sites are created daily. Use the search engines discussed in the chapter appendix to update and locate Web sites for your current financial planning needs.)





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