The following links are provided for your further interest
and information:
Articles:
Performance Measurement - Why You Need It and Why Its Not Available - Ken Hawkins
Investors
need to know how well they're doing -
By Ellen Roseman
Clients
deserve to know annual rate of return -
By Rob Carrick
Measure
Past Performance - Improve Future Performance -
By Ken Hawkins
Fair Dealing Model:
Concept
Paper
CSA
Performance Reporting Working Group Direction Document
Ontario
Securities Commission
Registration
Reform Project
Warren
MacKenzie
Developer of portfolioCHECK™ and performanceCHECK™
Second
Opinion Investor Services Inc., Toronto, ON
Lyle Atkins
Independent
Financial Counsellors Inc., Winnipeg, MB
Anne Brandt
www.annebrandtfinancial.com,
Coquitlam, BC
Graham
Cook
Composite
Finance Inc., Victoria, BC
Janet Freedman
Finance Matters, Toronto, ON
Ron
Graham
Ron
Graham And Associates Ltd., Edmonton, AB
Patrick
Longhurst
Patrick
Longhurst Advisory Services Inc., Toronto, ON
Trisha MacLennan, CFP
MoneyorWealth Financial Consults, Burnaby, BC
Mike Macdonald
Second
Opinion Investor Services Inc., Burlington, ON
John Home
Second
Opinion Investor Services Inc., Markham, ON
Sally Rycroft
Rycroft
& Associates Inc., Vancouver, BC
Sandra Foster
Headspring Consulting Inc., Toronto, ON
Sylvia Sarkus, CFP
www.sylviasarkus.com, Toronto, ON
Russell
Todd
Todd
& Associates Financial Knowledge Inc., Calgary,
AB
Norbert
Schlenker
Libra
Investment Management, Salt Spring Island, BC
Mike Carter, CFP
Independent and Objective Financial Planning, Toronto, ON
If you are a fee only planner and do not sell or manage investments, please contact us at info@showmethebenchmark.com to have your name added to this list.
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