Monday, 03 December 2012 08:00
Published in Latest News
Monday, 09 July 2012 10:06
Looking through some old files of mine recently, I came across a white paper I wrote in the summer of 2007 entitled “Insights on Issues Facing Canadian Lawyers,” a 14-page information piece designed to provide some clarity on common financial challenges faced by members of the legal community. The motivation for writing the paper was a report to the Law Society of Upper Canada in 2004 called “The Contemporary Legal Profession in Ontario — A Report to the Law Society of Upper Canada.”
Monday, 07 May 2012 09:03
|McMillan associate Andrea St. Bernard will be competing for Grenada at the Olympics.|
Published in Departments
Monday, 10 October 2011 10:07
High-profile securities fraud cases like Bernie Madoff often get a lot of media attention, while the examination of financial adviser negligence gets overlooked. According to the Investment Industry Regulatory Organization of Canada, there were a total of 99 enforcement actions against financial advisers in 2010. Twenty-seven per cent of decisions against advisers were classified as due diligence/suitability and misrepresentation violations. In addition, a considerable amount was won in civil suits against advisers in 2010.
Monday, 10 January 2011 10:38
The need for retirement planning doesn’t end with the onset of retirement. A new retiree’s focus shifts from building wealth to managing and preserving it. One major challenge is to make the investment portfolio supply cash flow for the duration of life — and through different economic and market conditions.