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Resources and Links

At PIB Financial we believe in offering our clients ongoing education. Anyone can learn about Financial Planning. That is why we include the following financial planning resources to help answer any question you might have:

  • Monthly Newsletter Articles
  • Access to one of the world’s largest searchable financial libraries
  • Financial Calculators
  • Tax Tips
  • Access to Financial Market Updates
  • A wide range of topics are at your fingertips as you browse our website. For further information as to how to implement any solution please contact a PIB Financial Planner.


Advocis – The Financial Advisors Association of Canada -
Canada Revenue Agency -
CPP and OAS Information -
Financial Planning Standards Council
Foreign Financial Markets –
Fund Library -
Globefund -
Interest Rates -
Report on Business (Financial Markets and News) -
The Investment Funds Institute of Canada -

Mutual Fund Companies

AGF Management Ltd. -
CI Mutual Funds -
Dynamic Mutual Funds -
Fidelity Investments -
Franklin Templeton -
Mackenzie Financial -
TD Mutual Funds -

PIB Privacy Policy

AODA Customer Services Policy Statement

Mutual Funds and Segregated Funds provided by the Fund Companies are offered through
Worldsource Financial Management Inc.
Other Products and Services are offered through PIB Financial.

All information provided is believed to be accurate and reliable however, we cannot guarantee its accuracy. Worldsource Financial Management Inc. will not be held liable for any inaccuracies in the information presented, nor will WFM be held liable for any software damages resulting from the use of this website. Mutual funds are offered in Canada only.