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Time to raise your voice

on Fri, 10/25/2013 - 12:07

Some of you may know, the Canadian Securities Administrators (CSA) is considering the future of embedded compensation, and there are factions that advocate banning this model.

We, advisors, believe that market forces should dictate how an advisor chooses to run their business and get compensated for their services. This is not about defending one model over another. The choice to run our practice, whether fee-based, commission-based or both, should be left entirely to us. More importantly, you, the investors should preserve your right to choose the structure that best meets your needs. 

For

A response to an article from Globe Investor

on Wed, 11/16/2011 - 08:06

Was reading tweets from Twitter and saw this tweet from Globe Investor.

I feel so attached because I feel exactly the same way. Read the article: Terrible financial advice – available at a location near you

I can say I truly started my career as a financial advisor was when I was a back office administrator. I had my insurance and investment fund licenses but I don't think I utilized them as much as I should have at that time. Anyway, at one point, I was partnering with another broker in the industry and a leverage program was the only product he pushed.

Banks can be harmful, too

on Tue, 09/13/2011 - 12:26

Subsequently, I worte a second part to this article...

So, I was tweeting as usual... was reading through the transcript of the chat on Globe & Mail RESP Q&A which was held on Sept 7. It was a great chat, and I always like the way Mike handles his questions...LOL

 
 
Anyway, I have to oppose going to the banks for everything you need... I am sorry, you might think the banks are great, but the truth is you hardly get a good banker who will be able to (or willing) to look into everything for you on every aspect that (s)he can, and that's the fact (so if you do have a good banker, treasure