Industry

CIFPs inaugural conference update: A look inside the global CFP village

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage “Canadians need a more holistic approach to advice,” Carpenter added. “CFPs are in a position to provide it.” Although the […]

By Jennifer McLaughlin |June 4, 2003

3 min read

SIO conference update: SRI advisors bemoan lack of product

Corporate governance focus seen as opportunity for social investment SRI advisors bemoan lack of product Fund manager offers strategies to combat SRI naysayers SRI – Time for a new name? Bonus tool A template letter to discuss SRI with your clients and prospects Back to CSIC Coverage main page Both Goldberg and Thorpe say they […]

By Doug Watt |June 3, 2003

2 min read

CIFPs inaugural conference update: CIFPs elects John Charrette first chair of association

Ian Skaith, CFP, CIM, London, Ontario Lloyd Snyder, CFP, Charlottetown, Prince Edward Island Barbara Tarr, CFP, RFP, TEP, Toronto, Ontario K.C. Tsirigotis, CFP, CIM, FCSI, Surrey, British Columbia Marion Weisgerber, CFP, Watson, Saskatchewan Electing a chair and vice-chair was equally easy, as the CIFPs only had one nominee in each category. Along with appointing Charrette […]

By Jennifer McLaughlin |June 3, 2003

2 min read

Briefly:

(June 6, 2003) The British Columbia Securities Commission (BCSC) has issued penalty against Robert Pierre Lamblin, the remaining principal of Canadian Global Investments, banning him from securities trading for at least 15 years. Lamblin was found in breach of securities regulations in January 2002, after he sold $20 million worth of “speculative, illiquid and highly […]

By Staff |June 3, 2003

7 min read