News and resources for Canada's top financial advisors
Industry
Offshore account ownership must be disclosed, IDA says Retail dealers surviving as profits collapse Market cons facing longer jail sentences, expert says (June 26, 2003) Compliance costs for mutual fund dealers and their advisors are “going through the roof,” according to Berkshire’s chief operating officer Frank Laferriere, who also serves as the company’s chief financial […]
By Darin Diehl |June 26, 2003
2 min read
Roadblocks to family wealth planning and their solutions What’s on the mind of one of Canada’s most experienced insurance advisors? (June 25, 2003) With some 7,000 members and special guests from more than 50 nations attending the 2003 Million Dollar Round Table (MDRT) annual meeting in Las Vegas, Advisor.ca wanted to get some Canadian perspective […]
By Sheila Avari |June 25, 2003
3 min read
(June 25, 2003) The Canadian economy is built to last, according to federal Finance Minister John Manley, but the prospect of a much longer recession south of the border continues to threaten our G-7-leading growth. Manley was in Toronto to speak to the Economic Club of Toronto, warning that economic weakness in our trading partners, […]
By Steven Lamb |June 25, 2003
4 min read
(July 2003) This year’s Million Dollar Round Table annual meeting was held in Las Vegas in late June, and among the 7,000 or so attendees from over 50 nations, Advisor.ca was there. Here is a complete package of our stories filed from this event, along with a special Advisor.ca worksheet to help you better manage […]
By Sheila Avari |June 24, 2003
Roadblocks to family wealth planning and their solutions What’s on the mind of one of Canada’s most experienced insurance advisors? (June 24, 2003) In a packed estate planning seminar at the 2003 Million Dollar Round Table meeting in Las Vegas, a show of hands revealed that more than half of the 800 or so attendees […]
National securities regulator would save $40 million a year, study says Offshore account ownership must be disclosed, IDA says Retail dealers surviving as profits collapse Market cons facing longer jail sentences, expert says (June 24, 2003) A single national securities regulator with regional offices across the country would result in reduced operating costs of more […]
By Doug Watt |June 24, 2003
National securities regulator would save $40 million a year, study says Offshore account ownership must be disclosed, IDA says Retail dealers surviving as profits collapse Market cons facing longer jail sentences, expert says (June 24, 2003) It’s time to take a closer, and critical, look at several promising proposals to reform securities regulation in Canada, […]
outstanding service in protecting the interests of the investor efforts to raise the professional standards for those giving financial advice demonstrated leadership and innovation in the field of financial advice For a better idea of what the Career Achievement Award is all about, consider the careers of the first two recipients: In 2001, Advisor’s Edge […]
By Steven Lamb |June 24, 2003
(July 2003) The IDA’s 87th annual meeting and conference was held in St. Andrew’s by-the-Sea, New Brunswick, during the last week of June. And just in case you missed it the first time around, here is our complete coverage, bundled into one handy package that includes a special template letter you can use today when […]
By Staff |June 23, 2003
(June 27, 2003) The “made-in-Canada” response to Sarbanes-Oxley looks an awful lot like… well, Sarbanes-Oxley. The Alberta Securities Commission released the new corporate governance rules today for public comment. Most familiar among the new regulations is the call for CEOs and CFOs to certify their company’s annual and quarterly filings and that “reporting issuers to […]
6 min read
We use cookies to make your website experience better. By accepting this notice and continuing to browse our website you confirm you accept our Terms of Use & Privacy Policy.