By Staff | March 16, 2010 | Last updated on March 16, 2010
2 min read
Previous Brieflies this week: | MON | TUE | WED | THU |

The federal government’s Task Force on Financial Literacy has confirmed that March 23 is the deadline to register to make a presentation at one of its public sessions in Vancouver, Yellowknife, Calgary, Saskatoon, and Winnipeg between April 6 and 9.

Those wishing to make a presentation at the public sessions should register on the Task Force’s website by the deadline.

Members of the Task Force are meeting with Canadians in every province and territory as part of a national public consultation tour, which wraps up until May 13.

Full-day sessions will be held in Vancouver and Yellowknife on April 6, in Calgary on April 7, in Saskatoon April 8, and in Winnipeg April 9. Those who cannot attend the public sessions are invited to participate in an interactive online forum.

To find out more about the Task Force’s public sessions, visit

• • •

GMP retains EdgeStone principals

GMP Capital has finalized the terms of employment arrangements with key senior officers of EdgeStone Capital Partners, after the expiration of deals signed in July 2006, following GMP’s acquisition of EdgeStone.

New employment arrangements were reached with EdgeStone principals Samuel Duboc, Gilbert Palter and Stephen Marshall.

All three remain senior officers of EdgeStone until at least December 31, 2010, and potentially until the end of 2011. After that, they will continue to provide ongoing support and management services to the EdgeStone Funds through a consulting service arrangement

Under the new arrangement, the three continue in their current roles with ongoing management responsibility for EdgeStone Capital Equity Fund, EdgeStone Capital Equity Fund II-A and EdgeStone Capital Equity Fund III (Canada).

“Sam, Gil and Steve have been business partners since the acquisition of EdgeStone in 2006 and, although we regret their decision to step down from their senior officer roles at some point over the next two years, we are pleased that they will continue to manage out the existing EdgeStone Funds to full realization through the consulting agreement,” said Kevin Sullivan, CEO of GMP.

• • •

Sun Life rolls out needs analysis tool

Sun Life Financial has teamed up with Emerging Information Systems Inc. (EISI) to offer a financial needs analysis tool, dubbed the SunVision Financial Analyzer.

The tool offers interactive client-facing presentations and will be central to how Sun Life’s advisors provide service to clients. SunVision Financial Analyzer allows clients to look at one or more pieces of an overall plan, such as RRSPs and health insurance, or their entire financial plan.

“For most clients, a financial plan is like a puzzle. If a piece of a puzzle is missing, then the picture’s not complete,” says Paula MacMillan, a Sun Life Financial advisor in Winnipeg. “SunVision Financial Analyzer helps determine what pieces are missing, and helps clients see, very clearly, the areas where they need to focus. This makes it an invaluable resource.”

(03/16/10) staff


The staff of have been covering news for financial advisors since 1998.