Jennifer McLaughlin

CIFPs conference update: What is a financial planner?

CIFPs elects John Charrette first chair of association Association counting on community, clarity to woo new members Family matters: CIFPs gears up for first conference M ore CIFP Conference Coverage Family matters: CIFPs gears up for first conference Association counting on community, clarity to woo new members CIFPs elects John Charrette first chair of association […]

By Jennifer McLaughlin |June 6, 2003

4 min read

Industry

CIFPs wrap-up: Complete coverage from new association’s inaugural conference

(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 […]

By Jennifer McLaughlin |June 5, 2003

2 min read

Industry

CIFPs conference update: Planner’s

CIFPs elects John Charrette first chair of association Association counting on community, clarity to woo new members Family matters: CIFPs gears up for first conference (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 […]

By Jennifer McLaughlin |June 5, 2003

4 min read

Industry

CIFPs conference update: Association counting on community, clarity to woo new members

By Jennifer McLaughlin |June 4, 2003

3 min read

Industry

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

By Jennifer McLaughlin |June 4, 2003

3 min read

Industry

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

Ian Skaith, CFP, CIM, London, Ontario Miklos Nagy, CFP, CFA, Toronto, Ontario John Murray, Toronto, Ontario Ernest Lawson, Lethbridge, Alberta Rod Landgraff, CFP, CLU, Kitchener, Ontario John Kaszel, CFA, Richmond Hill, Ontario David Gobeil, CFP, CA, Stouffville, Ontario Keith Costello, Campbellville, Ontario John Charette, CFP, Parkhill, Ontario Paula Beer-Eligh, CFP, Rusagonis, New Brunswick John Barnett, […]

By Jennifer McLaughlin |June 3, 2003

2 min read

Industry

Family matters: CIFPs gears up for first conference

By Jennifer McLaughlin |May 30, 2003

3 min read

Industry

More than principle: David Brown explains why Ontario regulator needs to adopt rules

(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 […]

By Jennifer McLaughlin |May 23, 2003

3 min read

Planning and Advice

Client resolution: Strategies to keep frustrated clients happy

(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 […]

By Jennifer McLaughlin |April 14, 2003

6 min read