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finiki, the Canadian financial Wiki Where Investors Meet For Financial Education and Empowerment

Welcome to finiki, the Canadian financial Wiki, a collaborative enterprise by the members of the Financial Webring Forum to create a knowledge base of financial subjects that are written from a Canadian perspective. We are a non-commercial website that is non-profit and free from advertisement, whose purpose is to further the education and empowerment of Canadian retail investors.

The site is organized along major financial categories. Use the links below to explore the site contents, use our navigation page, or use the Search box if you are looking for something specific.

Getting Started Financial Management: Cash Flow Financial Planning Software • Cash Management • Consumer Tips • Cross-Border and Expatriate Issues • Free and Open Source Personal Finance Software • Short Term Cash Returns Financial Planning: Canadian-US Investing Differences • Creating a Financial Plan • Estate Planning • Finding a Financial Adviser • Insurance • Mortgages • Tax Planning Investment Management: Asset Classes • Investment Styles • Portfolio Design and Construction ∙ Rebalancing • Risk and Return Retirement Planning: Annuities • Canadian Retirement Software & Calculators • Government Retirement Benefits • Pension Plans • Preparing to Retire • Retirement Living • Tax Deferred and Tax Free Savings Plans Reference Material: Glossary • Resources and Links • Recommended Reading Navigation help • Complete page list

A wiki only works if it’s built atop a vibrant community. finiki is built using MediaWiki, the same platform used by Wikipedia, so if you have used any of those great resources, your knowledge should transfer perfectly.

Contributions Welcome

finiki can be read by anyone. In the spirit of wiki sites, you are invited to help to improve what is here. Add your wisdom or correct our typos. Be bold when updating pages. finiki will develop faster when everybody helps to fix problems, correct grammar, add facts, make sure wording is accurate, etc. How many times have you read something and thought, "Why aren't these pages copy-edited?" finiki not only allows you to add, revise, and edit articles: we want you to do it. It does require some amount of politeness, but it works. You'll see. Of course, others here will edit what you write. Do not take it personally! They, like you, just wish to make finiki the best that it can possibly be.

Take a look at Starter`s Guide and the Guide for Contributors, which will help you understand how wiki editing works and how you can become an editor. Like most wikis, finiki is written with a neutral point of view, follows a code of conduct, while at the same time does not have firm rules.

There are currently over 150 articles on finiki. We could use your help improving finiki. If you are wondering where to start, how about articles in need of additional content or have problems with references?

Financial Webring Forum

Please visit our Financial Webring Forum. It is a dynamic exchange of views and advice for Canadians on investments, saving, retirement strategies and more. Topics discussed include:

• Financial Planning and Building Portfolios
• Retirement, Pensions and Peace of Mind
• Financial News, Policy and Economics
• Taxing Situations
• Stocks, Bonds, ETFs, Funds, REITS and More
• Property: Owning, Renting, Managing, Investing and Mortgaging
• Under the Mattress: Protecting Your Money

Our sister site in the US, Bogleheads®, has a similar focus, many like-minded members, and may be of interest as well.

You can also find out more information about our Privacy policy, our Terms of Use and About Us.