Personal Finance
Table of Contents
Scope
Finance is defined as the business or art of managing the monetary resources of an organization, country, or individual.
This resource will focus on the management of personal finances, with resources from both public libraries and academic institutions.
Online Reference Sources
Canadian Financial Network
http://www.canadianfinance.com/
Canadian financial resources online
Finance Terms Glossary
http://www.duke.edu/~charvey/Classes/wpg/glossary.htm
Financial Post (access 7am to 7pm)
http://www.fpinfomart.ca/
Remote access through VPL
The Globe and Mail; GlobeFund
http://www.globefund.com/
Information on Canadian Mutual Funds
Reference Canada
http://www.referencecanada.com/moreInfo.asp?si=30928322059378&tip=MoreInfo_canadianBusiness
Information on Canadian businesses
Top Databases
Business Source Premier
Business journals, industry magazines, industry & market reports.
- Business Source Complete: available at: BCIT, DC, SFU, TWU, UBC
- Business Source Elite: available at: JIBC, UNBC
- Business Source Premier: available at: CAM, CAP, KPU, OC, RRU, TRU, UFV, UVic
CBCA Complete: Canadian Business & Current Affairs
Access to a broad range of Canadian financial and business periodicals.
- CBCA Complete: available at: BCIT, DC, JIBC, KPU, OC, SFU, TRU, UFV, UBC, UVic, VIU
- CBCA Business: available at: CAM, CNC, COTR, LC, NIC, NLC, NWCC, SC, TWU, UNBC, VCC
- CBCA Current Events: available at: ECUAD
- CBCA Education: available at: NLC, RRU, SC, TWU, UNBC, YC
- CBCA Reference: available at: CAM, CAP, CNC, COTR, ECUAD, LC, NIC, NLC, NWCC, RRU, SC, UNBC, VCC, YC
Other Databases
ABI/Inform
- ABI/Inform Complete: available at: OC, VCC, VIU
- ABI/Inform Global : available at: CNC, COTR, LC, RRU, SC, TRU, UBC, UNBC
- ABI/Inform Trade & Industry : available at: LC, RRU
Canadian Newsstand
Major Canadian national database, indexes over 100 BC newspapers & contains articles on financial topics & specific businesses
- ALL TITLES: available at: TRU, VIU
- Black Press Collection: available at: OC
- Major Dailies Collection: available at: BCIT, CAM, CNC, DC, ECUAD, JIBC, KPU, LC, NIC, NLC, OC, SC, SFU, UFV, UBC, UNBC, UVic, VCC, YC
- Pacific Collection: available at: CAP, CNC, DC, JIBC, KPU, NLC, NWCC, RRU, SFU, TWU, UBC, UNBC, UVic, YC
ECONLIT
Index to economics journals and working papers.
Kompass Online
http://www.kompass.com/kinl/cgi-bin/KINL_REFaction.cgi?user=
Database of company information, coverage of 47 countries
Access through VPL
LexisNexis Academic
International newspapers, journals, market reports, legal cases, law reports, and patents.
- available at: RRU, SFU, UBC, UNBC
MarketResearch Academic
http://academic.marketresearch.com/index.asp?prid=909254106
Market and industry reports, North American focus
Mergent Online
Information on US and Canadian public companies
Research Insight Compustat
Information on North American Companies.
Books
Green With Envy: why keeping up with the Joneses is keeping us in debt (2006)
Boss, Shira
Making Bread: the ultimate financial guide for women who need dough (2005)
Harlow, Gail
Making Work Optional (2004)
Kelly, Jay M.
The Money Goddess: the complete financial makeover (2006)
Hawkins, Paula
Nice Girls Don’t Get Rich: 75 avoidable mistakes women make with money (2005)
Frankel, Lois P
The Smart Canadian’s Guide to Building Wealth (2006)
Foran, Pat
Take Charge! A woman’s guide to a secure Retirement (2005)
Milligan, Edie
What Kind of and Investor Are You? : a guide to the investment solution that is right for you (2006)
Deaves, Richard
Ebooks
Encyclopedia of Banking & Finance
http://troy.lib.sfu.ca:80/record=b2212442a
Access through SFU
Fooled by Randomness: The hidden role of chance in the markets and in life
http://www.vpl.ca/extDB/login.247?http://www.books24x7.com/marc.asp?isbn=1587990717
Access through VPL catalogue
Print Reference
Barron’s Finance & Investment Handbook 7th ed.
Includes a glossary of key terms.
Canadian Life & Financial Services Directory (2006-7)
Contact information, short review & summary of services of Canadian financial institutions & credit unions.
Dictionary of International Investment Terms(2001)
Good basic source for definitions & explanations of foreign market terms.
RRSP Guide 2006
Includes important regulations and recommendations.
Standard and Poor’s Industry Surveys (2001)
Includes a diversified industry survey, useful for those already working with their investments.
Topic Specific Entry
BC Assessment
http://www.bcassessment.bc.ca/
Onada.com: The Currency Site
http://www.oanda.com/convert/classic
System for Electronic Document Analysis and Retrieval (SEDAR)
http://www.sedar.com/homepage_en.htm
World Wide Stock Exchanges
http://www.tdd.lt/slnews/Stock_Exchanges/Stock.Exchanges.htm
Subject Guides
Malaspina University-College: Financial Performance Indicators
http://www.mala.ca/library/resources/fpi.pdf
Malaspina University-College: Business & Marketing Resources
http://www.mala.ca/library/resources/marketing_info.pdf
Simon Fraser Univsersity: Research Guide, Finance
http://www.lib.sfu.ca/researchhelp/subjectguides/bus/finance.htm
University of British Columbia: Subject Resources for Finance
http://toby.library.ubc.ca/subjects/subjpage1.cfm?id=22
University of British Columbia: Subject Resources for Finance & Investment
http://toby.library.ubc.ca/subjects/subjpage2.cfm?id=148
University College of the Fraser Valley: Economic Indicators
http://www.ucfv.ca/library/guide/Economic_Indicators.htm
University of Victoria: Business Research Guide
http://gateway.uvic.ca/cgi-bin/WebObjects/researchguides.woa/4/wa/guideref=sub&subject=Business&wosid=cWgtf6WoDw9Yzz4MluUECg
Vancouver Community College: Business Information Resources
http://library.vcc.ca/research/research-sg2.cfm?section=biz
Vancouver Public Library: Business & Economics Division
http://www.vpl.ca/branches/LibrarySquare/bus/links.html
Wharton School of Business: Finance
http://gethelp.library.upenn.edu/guides/business/busfinance.html
Digital Libraries
OSU Virtual Finance Library
http://fisher.osu.edu/fin/overview.htm
Open Access Journals
Directory of Open Access Journals: Financial Counselling and Planning
http://www.doaj.org/doaj?func=openurl&issn=10523073&genre=journal
Associations
BC Unclaimed Property Society
http://www.bcunclaimedproperty.bc.ca/
Canadian Bankers Association
http://www.cba.ca/
Canadian Institute of Financial Planning
http://www.ifse.ca/Desktop/English/General/Home.asp
Financial Consumer Agency of Canada
http://www.fcac-acfc.gc.ca/eng/default.asp
Investment Dealers Association of Canada
http://www.ida.ca/
Government
Bank of Canada
http://www.bank-banque-canada.ca/
British Columbia Government: Ministry of Finance
http://www.gov.bc.ca/bvprd/bc/channel.do?action=ministry&channelID=-8384&navId=NAV_ID_province
Canada Revenue Agency
http://www.cra-arc.gc.ca/menu-e.html
Canadian Economy Online
http://canadianeconomy.gc.ca/english/economy/
Department of Finance Canada
http://www.fin.gc.ca/
Statistics Canada: Economic and Financial Data
http://www40.statcan.ca/l01/cst01/dsbbcan.htm
Websites & Portals
CEOExpress : The Executive’s Internet
http://www.ceoexpress.com/default.asp
Financial Planning Calculation Tools
http://www.fapages.com/index.cfm?fuseaction=tools
Includes calculation tools such as an RRSP Maximizer, Retirement Planner & Mortgage Qualifier
Fund Library
http://www.fundlibrary.com/
Mutual fund investments, inlcludes news, company reports, & a database of funds
InvestRight
http://www.red-flags.ca/index.aspx
Website is hosted by the BC Securities Commission, includes information targeted to new investors, and fraud alerts
Librarian's Internet Index
http://search.lii.org/index.jsp?more=SubTopic1
MoneySense.ca
http://www.canadianbusiness.com/my_money/index.jsp
Practical tools geared towards helping Canadians with everyday money management
Forums, Mailing Lists, Discussion Groups
Candadian Business online forum
http://forums.canadianbusiness.com/index.jspa?categoryID=1
Yahoo! Canada Finance
http://ca.pfinance.yahoo.com/
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