(June 6, 2003) It’s a simple question with many answers. To round out the second day of the Canadian Institute of Financial Planners (CIFPs) conference in Huntsville, Ontario, organizers put together a roundtable of key industry people to discuss the future of financial planning environment. The first question: What does “financial planner” mean to you? […]
(June 2003) The Canadian Institute of Financial Planners (CIFPs) held its inaugural conference in Huntsville, Ontario, in June, with a strong thematic emphasis on family and community emerging from the two-day event. Taking in education sessions ranging from an update on the state of the CFP designation globally to a roundtable discussion on the definition […]
(June 5, 2003) Though he looked like an average delegate, Harold Geller quickly identified himself as a financial planner’s worst nightmare. The litigation lawyer from Ottawa-based Milton, Geller LLP, whose practice regularly involves disputes related to insurance and financial advisors, told a group of delegates at the CIFPs inaugural conference in Huntsville, Ontario, why they […]
(June 4, 2003) The importance of association membership and a sense of community were the two main themes among speakers and delegates alike at the inaugural conference for the Canadian Institute of Financial Planners (CIFPs). “The community of CIFPs can make a difference,” said Bob Barry, chair of the U.S.-based Financial Planning Association (FPA). “Sooner […]
(June 4, 2003) John Carpenter came to the Canadian Institute of Financial Planners (CIFPs) inaugural conference to answer an impossible question: how many financial planners are there in the world today? A loaded question, no doubt, but Carpenter took it in stride. “It’s impossible to answer because there are a lot of people out there […]
(June 3, 2003) The Canadian Institute of Financial Planners elected its founding board of directors during its first annual meeting today, and named John Charrette as its first chair. John Murray, director of policy and government relations of the CIFPs, said now is the time for sponsoring members to pass its responsibilities to the members. […]
(May 30, 2003) The financial industry’s newest association, the Canadian Institute of Financial Planners (CIFPs), will hold its first conference next week, June 1 to 3 in Deerhurst, Ontario. While conference organizers work to make final preparations, Advisor.ca spoke to Keith Costello, executive director of the CIFPs. Advisor.ca: Why did you want to hold a […]
(May 23, 2003) In a post-Enron world, securities regulators must address corporate governance in a robust manner and propose reform, says Ontario Securities Commission (OSC) chair, David Brown. In a speech today given at the Toronto Board of Trade in downtown Toronto, Brown expressed that governing principles — a Canadian tradition — are no longer […]
(April 2003) It’s an advisor’s dream for his or her practice. Clients come in for their scheduled annual and quarterly meetings — on time, no less — listen to the advice being offered and decide to fully implement the advisor’s suggestions and then merrily go on their way. The truth, however, lies somewhere short of […]
(March 25, 2003) The love affair between advisors and high net worth (HNW) clients is ending, according to one speaker at the 83rd annual Ontario Sales Congress of the Peel Institute of Applied Finance in Toronto. But there are opportunities for advisors to build a fence around their affluent clients by developing true partnerships and […]