Jennifer McLaughlin

CIFPs conference update: What is a financial planner?

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Whatever the definition, Bowman pointed out the need for superior advice. “Consumers know that there are more products, more complex […]

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 A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Geller advised not only documenting what you say to clients, but also to use regular stock phrases in your notes. […]

By Jennifer McLaughlin |June 5, 2003

4 min read

Industry

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

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage Costello also outlined some of the future plans for the association, including alliances with the Financial Planners Standards Council and […]

By Jennifer McLaughlin |June 4, 2003

3 min read

Industry

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

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage “Canadians need a more holistic approach to advice,” Carpenter added. “CFPs are in a position to provide it.” Although the […]

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 Lloyd Snyder, CFP, Charlottetown, Prince Edward Island Barbara Tarr, CFP, RFP, TEP, Toronto, Ontario K.C. Tsirigotis, CFP, CIM, FCSI, Surrey, British Columbia Marion Weisgerber, CFP, Watson, Saskatchewan Electing a chair and vice-chair was equally easy, as the CIFPs only had one nominee in each category. Along with appointing Charrette […]

By Jennifer McLaughlin |June 3, 2003

2 min read

Industry

Family matters: CIFPs gears up for first conference

CIFPs elects John Charrette first chair of association A look inside the global CFP village Planner’s “worst nightmare” offers advisors tips on avoiding lawsuits What is a financial planner? Back to CIFP conference coverage mainpage It’s also a family-oriented event. A lot of people are bringing their spouses and children with them. We have a […]

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