financial advisor Archives - CARP
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Financial advisor Posts

CARP Etobicoke January Meeting

December 7, 2013

Please join us for our first meeting of 2014. Weston Golf & Country Club.  50 St. Phillips Rd. ...

If the financial advisor spends more time talking about him or herself than getting to know the client, that is a warning bell.

Ask an Expert: Why consult a financial advisor?

August 23, 2013

    Editor's Note:   This marks the first installment of a three-part series outlining practical ...

Canadian-Flag-at-Sunset1

Backgrounder: Regulation and Supreme Court Ruling on the National Securities Regulator Act

August 9, 2013

Broad Strokes (The Macro-Economic Context) Canada presents a somewhat embarrassing spectacle at the International ...

Golden Egg with Retirement Investment Documents

CARP Submission to the Canadian Securities Administrators

April 5, 2013

In February 2013 - CARP Submitted a response to the Canadian Securities Administrators (CSA)’s consultation paper The ...

scam financial-advisor

Is Your Adviser Pumping Up His Credentials?

May 4, 2012

Just when Americans seem more desperate than ever for trustworthy investment advice, financial advisers are brandishing ...

wall street

Financial Advisers Flunk Undercover Sting

April 18, 2012

This article was published by Smart Money on April 2nd 2012.  To see this article and other related articles on Smart ...

Retirement Savings

Expert on aging teams with bank on ‘life transition’

March 14, 2012

This article was published by Canada.com on March 12th 2012.  To see this article and other related articles on ...

Sun Life money for life

Sun Life Seminar – February 21st

February 2, 2012

Article posted February 2, 2012 Please plan to join your fellow CARP members!! We have lined up an an informative ...

Financial Advice, Estate & Retirement Planning, Investments

September 28, 2011

  From financial and investment advice, to retirement and estate planning, Sun Life Financial is here to help ...

Financial Advice, Estate & Retirement Planning, Investments

September 28, 2011

  From financial and investment advice, to retirement and estate planning, Sun Life Financial is here to help ...