There are a number of different associations, not for profits, quasi government and other entities that provide industry guarantees in Canada. These include CIPF, CDIC, FSRAO (for Ontario credit unions), […]
Naoshad Pochkhanawala was quoted by InsuranceNewsNew.com in 7 Reasons to Buy Life Insurance During a Turbulent Economy. There are so many types, flavors and variations of life insurance used for […]
Here is a sample disclosure statement listing the companies I currently represent.
What is / Who can call themselves a “financial advisor” or “financial planner” in Ontario? Read what the new law says.
Bottom line: Ontario’s new title regulations along with statements on the Financial Service Regulatory Authority of Ontario make one thing abundantly clear . When they license someone to sell life […]
Thanks to Barbara Balfour and the team at Globe Advisor for featuring me in her Globe & Mail article – Is a financial advisor qualified to be a life coach?
A retirement income guarantee is: We will give you $x income per month, for life. Or it is – We will give you $x income per month, for life, indexed […]
Thanks to Euronews for featuring me in their article “What is a bear market and should we be worried about a global recession? We ask the experts.”
Thanks to Mark Huffman for featuring me in his article Inflation increased at annual rate of 8.6% in May on Consumers Affairs.
I do a lot of financial planning, group benefit & estate planning work with lawyers in Ontario. In discussing their plans I have come across a somewhat unique situation – […]
