Curlie

Financial Services

Lists consumer and commercial banking, credit unions, mortgage and other types of loans, insurance, financial planning assistance, tax preparation, investments, and other services relating to monetary transactions, which offices in many provinces or deal with the subject on a national level.

Only national guides, directories, businesses or organizations with locations in more than one province belong in this category.

Sites dealing with or having offices in, more than one city or town located in the same province should be submitted to the most appropriate province.

Sites local to one city or town should be submitted to the Locality where they have their offices.

Bankruptcy

Bankruptcy law in Canada differs from province to province and bankruptcy trustees must be licensed to practice in each province.

For this reason, individual bankruptcy trustees will not be found here, but should be sought in each Locality or Province

This category is for informational sites concerning bankruptcy and insolvency in Canada.

Thank you for submitting your site.

Do NOT submit sites for individual bankruptcy trustees or insolvency counsellors to this category, as they will not be accepted here. Such sites should be submitted to the Locality or Province where they practise.

Financial Planning

Financial Planning helps individuals, organizations and businesses set and achieve their long-term financial goals, through investments, tax planning, asset allocation, risk management, insurance, retirement and estate planning.

In Canada, regulations are set by each province. Currently, the Financial Planning Standards Council is the licensor of the designation Certified Financial Planner (CFP certification mark).

This category deals with the profession of Financial Planning on a national level. To be listed here, organizations and businesses must be national in scope.

For the most part, Financial Planning is done face to face with the client, therefore most businesses involved in Financial Planning will find a home at the Locality or Provincial level.

Insurance

This category offers information on the Insurance industry from a national perspective, including providers of indemnity products such as home, auto, life, group and multi-line insurance. Will also list sites concerned with insurance adjusting, regulation, laws, professional conduct and business associations.

Lists national companies, businesses and organizations.

Individual agencies, brokers and adjusters will be listed in the Locality or Province where they do business.

Investing

This category deals nationally with the business of financial investments. It offers information on bonds, brokerages, directories, investment clubs, mutual funds and RRSPs, real estate, stock exchanges and venture capital. It lists businesses, regulatory bodies, associations and news media.

Thank you for submitting your site.

Submission Tips:

When writing your site''s title please ensure it is the same as your organization.
When writing your site''s description, please tell what your site offers in a clear and concise statement without hype or promotional language.

For help about submissions, please click on Submission Help.

Remember to send us an update if the URL of your site changes, or if there is a drastic change in the content or type of information on your site.