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In the News |
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Our
financial planners have been quoted in the following media: |
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2010
Top 10 retirement mistakes and how to avoid them, Canadian Business
Magazine, August 2010, By Jacqueline Nelson and Angelina Chapin
Top four questions that arise upon the death of a client’s parent,
Investment Executive, July 2010, by Wendy Cuthbert
The big illusion, MoneySense Magazine,
Summer 2010, by Julie Cazzin
Defining fiduciary duty,
Advisor's Edge Report, May 2010, by Philip Porado
And baby makes three, MoneySense Magazine,
May 2010, by Julie Cazzin
The Financial Planning Standards Council relies on the volunteer efforts
of CFP professionals (including David Burnie and Marc Lamontagne) to
help us advance the profession and promote the value of financial
planning to Canadians.
Ottawa families benefit in Gatineau, CBC News, March 2010,
click here for radio interview,
click here for TV interview
How to
retire at 45, MoneySense Magazine, December 2009, by Julie Cazzin
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2009
Family
Profile, MoneySense Magazine, December 2009, by Julie Cazzin
Would
you hire me if I recommended that? Excerpt from the book 52
Stories for 52 Weeks published by the Insurance Journal, December
2009, by Marc Lamontagne, CFP, R.F.P., FMA
Paying for advice?
Your portfolio will thank you, The Globe and Mail, November 2009, by
Rob Carrick
What do I do
now? The recovery is upon us and it's time to start planning for the
future, MoneySense Magazine, November 2009, by Rob Gerlsbeck
The
$150,000 Surprise, MoneySense Magazine, October 2009, by Julie Cazzin
Family
Profile, MoneySense Magazine, October 2009, by Julie Cazzin
Responding to HNW fears of
scandals, Advisor.ca, September 2009, by Alison MacAlpine
Top tips from financial
experts - Our experts' advice for the next decade, MoneySense Magazine,
August 2009, by MoneySense staff
Finding a reputable financial adviser, Bankrate.ca,
August 2009, by Diana Cawfield
Overcoming obstacles to fee-based business, Investment Executive TV
- CIFPs conference, June 2010
Officers in distress, MoneySense Magazine, May 2009, by Julie Cazzin
Claiming names - What does it mean when
advisors describe themselves, or their services, as fee-only,
fee-for-service, or fee-based? Advisors Edge Report, February 2009,
by Marc Lamontagne, CFP, R.F.P., FMA
Setting financial goals
for 2009, Bankrate.ca,
February 2009, by Amy Brown Bowers
Nortel pensioners and employees still looking for answers, CBC
Radio, February 2009, by Julie Ireton (requires RealPlayer)
Solving retirees'
RRIF withdrawal woes, Bankrate.ca, January 2009, by Diana Cawfield
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2008
Family File Revisited, Financial Post Magazine, December 2008
Family
Profile, MoneySense Magazine, November 2008, by Julie Cazzin
A Cracked Nest Egg, MoneySense Magazine, October 2008, by Julie
Cazzin
How Things Work: is there a bear
in your portfolio? Advisors Edge Magazine, October 2008, by Marc
Lamontagne, CFP, R.F.P., FMA
Family Profile, MoneySense Magazine, Summer 2008, by Julie Cazzin
Family Profile,
MoneySense Magazine, May 2008, by Julie Cazzin
Oh, give them a home, Financial Post Business, April 2008, by David Dias
Budget 2008:
Capital investment will garner writedowns, Advisor.ca, February
2008, by Romana King and Philip Porado
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2007
How to Survive a Windfall, Investment Executive's Money Planner,
Fall 2007, by Wendy Cuthbert
Mutual Fund Fees - Are we paying too much?
Paterson & Associates Special Report, June 2007, by Dave
Paterson, CFA
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2006
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