Industry

SIO conference update: SRI — Time for a new name?

Corporate governance focus seen as opportunity for social investment State of the SRI nation: SIO boss reviews social investment industry on eve of conference (June 6, 2003) Canada’s socially responsible investment industry needs to improve its communication strategies — and perhaps consider a name change — if it hopes to grab a bigger share of […]

By Doug Watt |June 6, 2003

2 min read

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

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

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