Publications and Recommended Reading

• Investment Counselling Directories
  • British Columbia, published 1997,
  • Central and Atlantic Canada, published 1998,
  • Quebec (bilingual), published 1998,
  • Western Canada, published Fall 1998.
  
  All directories are available upon request at no charge.
  Current profiles of all participating managers are contained in the Directory section of this site.

FOUNDATION MANAGEMENT IN CANADA: An Introduction for Trustees (2nd edition)
Available at no charge from HSBC Asset Management
1-888-390-3333 or 604-257-1000
email: assetmanagement@hsbc.com

• Benefits Canada
• Investment Counsel Association of Canada
• MoneySense
• Morningstar Canada
• Books for Business

We recommend the books be read in the following order:

1. Winning The Loser's Game, Timeless Strategies for Successful Investing by Charles D. Ellis, published by McGraw-Hill, 1998, 3rd Edition, New York.
2. Classics: An Investor's Anthology, Edited by Charles D. Ellis with James R. Vertin, published by Business One Irwin, Association for Investment Management and Research
   Classics II: Another Investors Anthology, Edited by Charles D. Ellis with James R. Vertin published by Business One Irwin, Association for Investment Management and Research (AIMR) To order telephone 1-800-789-2467
3. The Wealthy Barber, The common sense guide to successful financial planning by David Chilton published by Stoddard Publishing Co. Ltd., Toronto
4. The Wealthy Boomer, Life After Mutual Funds by Jonathan Chevreau with Michael Ellis, CIM FCSI and S. Kelly Rodgers, CFA published by Key Porter Books, Canada
5. The Intelligent Investor by Benjamin Graham published by Harper & Row, New York
6. Stocks for the Long Run by Jeremy J. Siegel Second Edition, published by McGraw-Hill
7. Common Stocks and Uncommon Profits by Philip A. Fisher published by Wiley Investment Classics, John Wiley & Sons
8. A Random Walk Down Wall Street, The Best Investment Advice for the New Century by Burton G. Malkiel, W.W. published by Norton & Company, New York- London 1999
9. Investing with the Best - What to Look Fork What to Look Out For in Your Search For a Superior Investment Manager by Claude N. Rosenberg, Jr. published by John Wiley & Sons, Inc. 1993
10. Money Masters of Our Time by John Train published by Harper Collins Publishers 2000
11. Extraordinary Popular Delusions & The Madness of Crowds by Charles Mackay, LLD, published by Three Rivers Press, a division of Crown Publishers Inc, New York, N.Y