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Industry

Studies of advisor excellence in January’s

Advisor of the Year profile: Lance Howard puts life into the plan (January 7, 2003) The advisor honour roll for 2002 rings in the New Year in the January edition of Advisor’s Edge magazine. The winning case studies from last year’s recipients of the Advisor of the Year Awards are summarized in this month’s magazine. […]

By Jim MacDonald |January 7, 2003

2 min read

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Industry

RRSP contributions could suffer bear market hit: Poll

(January 6, 2003) The average RRSP contribution could be as much as 20% lower this tax year compared to the last, according to a survey released today by TD Wealth Management. That’s in sharp contrast to other recent polls — including an online survey conducted for Advisor.ca — which suggest contributions will remain steady this […]

By Doug Watt |January 6, 2003

2 min read

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Ain’t no mountain high enough for advisors climbing Kilimanjaro for charity

(January 3, 2003) It’s not the altitude, it’s the attitude. Several financial advisors from Canada will put their best feet forward — over and over again — to scale one of the world’s great mountains, and also to help grant the wishes of seriously ill children. Twenty-two financial advisors with the Investment Planning Counsel of […]

By Jim MacDonald |January 3, 2003

2 min read

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Advocis, CSI launch new Web sites

(January 3, 2003) The arrival of 2003 means the long-awaited merger between Canada’s two main financial planning associations becomes official. Advocis, formerly CAIFA/CAFP, came into being on January 1. The new Advocis Web site was launched last month. The www.advocis.ca site, a redesigned version of the CAIFA site, includes information about the new organization as […]

By Doug Watt |January 3, 2003

2 min read