News and resources for Canada's top financial advisors
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Industry
(June 21, 2004) Amid all the federal election campaign hype, there’s been nary a whisper on issues related to the financial services industry, such as investor protection and regulatory reform. That’s an oversight Toronto advisor and author John DeGoey would like to see addressed. “We have a situation where the two major parties have both […]
By Doug Watt |June 21, 2004
4 min read
(June 14, 2004) IDA president and CEO Joe Oliver says the financial services industry and the public it serves might well be better off with a single self-regulatory organization combining the regulatory powers of the IDA, the MFDA, the TSX and the Montreal Bourse. “We could create a single organization that would be functional for […]
By Darin Diehl |June 14, 2004
2 min read
(May 31, 2004) Freshly minted Advocis chair Randy Reynolds wasted no time in identifying his biggest challenge for the next year following the association’s annual general meeting in Calgary late Friday. “Right now, we represent the only voice for independent-minded financial advisors in Canada, yet we only have 16,000 members, and 16,000 members drive a […]
By John Craig |May 31, 2004
3 min read
Planning and Advice
The fundamental difference between a high-value relationship and a transactional relationship is what you focus on. In the high-value relationship, the focus is not on the deal but on the people you are dealing with and what is most important to them. Name: Meeting/Call date: Main objective of meeting: Orientation: Shift focus to the client […]
By Joanne Ferguson |April 29, 2004
Income trusts capped in a housekeeping budget Staying the course: No surprises in Goodale’s first budget Advisors react to “non-event” budget Budget draws mixed reviews from industry associations Industry insiders analyze return to prudence The federal budget and your financial plan (Client letter) Back to main page Further work needed In last year’s budget, the […]
By Scot Blythe |March 18, 2004
7 min read
“Bold and aggressive” plan unveiled to reposition regulatory model Association elects new national board for 2003-2004 Leveraging: The good, the bad and the ugly Maritime Life chief reminds advisors true value is in client relationships Taking stock a little early with association’s chair More Advocis Conference Coverage Taking stock a little early with association’s chair […]
By John Craig |June 10, 2003
(March 3, 2003) Canada’s social investment community is gearing up for its biannual conference, with organizers promising to pay special attention to corporate accountability and governance issues. The conference, sponsored by the Social Investment Organization, is scheduled for June 1-3 in Vancouver. “With corporate scrutiny at an all-time high, investors are demanding that companies be […]
By Doug Watt |March 3, 2003
1 min read
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