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Investment Posts

Case Study: Joint Accounts

January 28, 2011

The following is a case study provided by the Ombudsman for Banking Services and Investments (OBSI) Ms. D and her ...

Elder abuse and investing – the background

October 22, 2010

October 22, 2010 Over the past ten years, I’ve been involved with reviewing the state of the investment industry ...

Financial Elder Abuse: A Multi-Billion Dollar Industry

October 22, 2010

October 22, 2010 Are you concerned about having enough money for your retirement? That could make you a prime target ...

Caveat Emptor: Ideas for an investor friendly financial industry in Canada

October 22, 2010

October 22, 2010 There is now consensus that Canada needs a major overhaul of its retirement income system. One of the ...

Elder abuse and investing – the background

October 22, 2010

October 22, 2010 Over the past ten years, Ive been involved with reviewing the state of the investment industry and ...

Invitation to hear how the CPP investment Board is Managing your Money: Canada Pension Plan Investment Board 2010 Public Meetings Schedule

September 9, 2010

The CPPIB encourages CARP members to attend the upcoming biennial public meetings in their local area to hear CPPIB ...

FOR SECURITIES REGULATION, IT'S NOT ABOUT THE OFFICE BUT ABOUT CONSISTENCY

July 23, 2010

July 16, 2010 Recent news reports and commentary about whether Canadas new securities regulator will have a head ...

FOR SECURITIES REGULATION, IT’S NOT ABOUT THE OFFICE BUT ABOUT CONSISTENCY

July 23, 2010

July 16, 2010 Recent news reports and commentary about whether Canada’s new securities regulator will have a ...

Key notes: an inside look at the first annual Benefits & Pension Summit

July 23, 2010

Originally published in the Benefits Canada on July 20, 2010. To go to the Benefits Canada Website please click ...

Proposals Offer Greater Protection for Investors in Proposed Canadian Securities

July 23, 2010

The recent recession has done much to add scrutiny to financial regulations. While Canada has fared better than many ...