Resources

Questionnaires

• Fact Finder- Mapping Your Financial Future

Organizations We Love

Health 

• Canadian Mental Health Association  
• Peterborough Regional Health Center 

Education 

• Trent University 
• Sir Sandford Fleming College 

Community 

• Habitat for Humanity 
• Lakefield Literary Festival 
• Kawartha Rotary 
• Rotary International 
• 4th Line Theatre 
• Kawartha Chamber of Commerce and Tourism 
• Peterborough Chamber of Commerce 
• Women's Business Network of Peterborough 
• Peterborough Estate Planning Council 
• 100 Women Peterborough 
• Performing Arts Lakefield

Sports 

• James Gang Lacrosse 
• Douro Minor Hockey 

Local Business 

• Lakefield Herald 
• Dummer News 
• Nexicom 

Regulatory, Licensing and Registrations 

• CDIC Canadian Deposit Insurance Corporation  
• FSCO Financial Services Commission of Ontario 
• IIROC Investment Industry Regulatory Organization of Canada 
• OSC Ontario Securities Commission
  

Designating Bodies, Professional Associations and Educational Groups 

• Advocis the Financial Advisors Association of Canada 
• CAFA Canadian Association of Farm Advisors 
• CIFP Canadian Institute of Financial Planners  
• FPSC Financial planning Standards Council 
• STEP Society of Trust and Estate Practitioners 
• Canadian Securities Institute 
• FP Canada