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PLEASE NOTE: Part 2 is updated quarterly as information is obtained. - Last update: 1:03PM 8/22/98

A) MUTUAL FUND DISTRIBUTORS
• Brokers
Independant Financial & Insurance Services "Montreal's Own Consumer's Choice Broker"

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• Financial Planning Organizations
  NN Financial offers a full range of guaranteed return products and investment funds to meet the wealth accumulation needs of their customers.
  
  Private Investors Management for clients of Dynamic and other mutual funds. Check out the Leading Edge newsletter, articles, financial tools and calculators.
  

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• B) MUTUAL FUND SOFTWARE
• For Investors
  Mutual Fund Tracker Enterprises Spreadsheet templates for managing Mutual Fund Portfolios, including Adjusted Cost Base tracking, asset allocation strategies; simple to use and adapt to your requirements.
  BellCharts: Charting and Analytical Information on Mutual Fund Performance. Demo may be downloaded.
  Trader's Edge: is an investment portfolio manager designed for investors to track their stocks, mutual funds and more. Website provides free trial version.
  
• For Professionals
  Dow Jones Markets Canada Inc. - Software such as the "Dow Jones Workstation version 7.1" for the professional.
  Emerging Information Systems Inc. has developed two state-of-the-art software systems for financial planning and analysis. Naviplan Extended (formerly known as TIMS - Tax and Investment Management Strategizer), and Naviplan Standard (formerly TIMS-Lite).
  Fimetrics - Features "RRIFmetic"; a unique tax/estate/retirement financial planning software; allows comparison of Seniors Benefit to OAS, RRSP sheltering vs not.
  Greenpoint Software Ltd. produces "Acumen Financial Catalyst Software" focussed on adding value to your client relationships and building more profitable referrals in the process.
  PALTrak Inc. is a Toronto-based consulting firm specializing in institutional investment portfolio analysis. PALTrak also specializes in the extensive tracking of Canadian mutual fund holdings via their exclusive Investment Funds Database.
  Portfolio Publishing Inc. - sophisticated software for financial planning professionals, including "Financial Planning Solutions 97", an "Excel-based collection of three integrated programs; Portfolio Analyst, Investment Analyst and Business Analyst.
  Ramsoft Technologies Inc. develops investment and financial computer software applications, including "Wealth Creator", "Portfolio Tracker", "Research Analyst" and "FUND View".
  Rescom Ventures Inc. has been at the forefront of the development and marketing of innovative software solutions for the financial and investment services industries. Check out "MarketMate" and "Vision Planner".
  WinFund for Windows 95/NT - a wide range of transactions for client accounts.
  WhatIF Software Inc. - the WhatIF program allows taxpayers to map a strategic tax plan of maximizing deductions and minimizing tax ahead of time.

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• C) MUTUAL FUND INFORMATION and ADVICE
• Website Advice
  The Canadian Ethical Investment Site - find out which Canadian mutual funds meet Eugene Ellmen's criteria on environmental and ethical issues.
  Canadian Online Explorer Latest financial news from various sources, plus charts and tables, and overviews of various Canadian and US market indexes.
  Find-a-Fund "The Most Complete Source of Mutual Fund Information" U.S. based; create portfolios, find out about Mutual Fund Basics, compare portfolios and much more.
  The Fund Library - Access to a lot of mutual fund information, funds and advice.
  Global Investors Guide - provides important, timely information on the worldwide financial markets, stock quotes, access to publications, newsletters,... and much more.
  Gordon Pape - Articles and commentary on mutual funds, mutual fund web sites from this Canadian mutual fund expert.
• Investment Letters - Canadian
• Investment Letters - Offshore
• Investment Books & Courses

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• D) FINANCIAL PLANNING
• National Organizations
  Financial Advisor Pages Canada's Directory of Financial Advisors: a first point of contact for individuals seeking the counsel of a financial professional, and a gateway to hundreds of useful sources of information specific to the needs of individual investors.
  US/Canadian Better Business Bureau - tips on how to find and check out financial advisors.
  Canadian Association of Financial Planners - provides information on the credentials of their members; questions to ask when you are looking for a financial advisor.
• Independant Financial Planners / Offices (by Region)
• - - (Breakdown to be established)

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• E) ANNOUNCEMENTS
• New Mutual Funds, Products and Services of interest to the Mutual Fund Investor!
  Globefund A new site providing the most up-to-date, comprehensive and accurate Canadian fund performance data. Dynamic charting, daily commentaries and more!

We want to keep this list growing and as up-to-date as possible, so please advise of any changes, additions or new WWW sites at the e-mail or fax addresses below.

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For more information, please contact:
John Stevenson mftrackr@magi.com
Copyright © 1996, Mutual Fund Tracker Enterprises
2134 Bowbank St., Gloucester, Ontario, Canada, K1B 4R2
Telephone: (613) 746-2815 Fax: (613) 746-0542
Web Address: http://infoweb.magi.com/~mftrackr/