Investment Executive heads to Niagara Falls, Ont. to report from the 11th annual national conference of the Canadian Institute of Financial Planners. Here are some highlights from the conference, which runs until May 29.June 10, 2013
Eleanor Farrell, director, Office of the Investor, Ontario Securities Commission, discusses the consultation paper on the introduction of a statutory best interest standard for advisors and dealers. She outlines five concerns the Canadian Securities Administrators have with the current know your client, suitability, and know your product standard. Farrell spoke at the CIRPs annual conference in Niagara Falls, Ont.
Dean Orrico, president and chief investment officer of Middlefield Capital Corp., highlights economic trends in Europe, Asia and the United States that point to upcoming equity gains in global companies. He spoke at the 2013 CIFPs annual conference in Niagara Falls, Ont.
Peter Drake, vice president, retirement and economic research, Fidelity Investments Canada, discusses economic trends that will affect Canada and the global economy moving forward, and gives practical tips on investing tactics to ensure best possible retirement income for clients. He spoke at the 2013 CIFPs 2013 annual conference in Niagara Falls, Ont.
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact that can help clients reduce the taxes they pay. He spoke at the CIFPs 2013 annual conference in Niagara Falls, Ont.
Michael Banham, vice president, wealth distribution, Sun Life Global Investments, discusses Sun Life research that examines the five main fears investors hold — longevity, inflation, market risk, health care as they age, and mortality. He explains how to create a holistic plan that deals directly deal with these concerns. Banham spoke at CIFPS 2013 in Niagara Falls.
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