Financial Advisor

June 11, 2019

G19 – Who has something to hide?

Please forgive yourself if you don’t know what G19 is (was).  It was a guideline published by the Canadian Life and Health Insurance Association regarding Compensation […]
March 26, 2019

The 2019 Federal Budget – New Policy Initiatives Could Provide Canadians With More Flexibility

The 2019 Federal Budget that was released last week includes a few proposals that could dramatically change the landscape for retirement savings in Canada.  With the […]
August 27, 2018

CAAT DBplus – A Step in the Right Direction

There is an interesting development in the Canadian pension landscape that has the potential to be a real game changer.  Earlier this year, the CAAT Pension […]
May 8, 2018

Regulation of Financial Planners – Something’s Missing

Earlier this year, the Ontario government issued a Consultation Paper on the Regulation of Financial Planners (the “Proposed Regulations”) seeking comments on their proposals.  This follows […]
April 26, 2017
A photo of a financial advisor pointing something out to a client on a computer monitor.

Financial Advisors, lack of regulation holds consumers back

In March, the Ontario government quietly released the Final Report of the Expert Committee to Consider Financial Advisory and Financial Planning Policy Alternatives, which the Liberals […]