What’s in a Title?

Regulating the Use of Financial Planner or Financial Advisor If someone were to tell you that they were a financial planner or a financial advisor, what would be your first thought? Mutual fund salesperson? Or perhaps, life insurance salesperson? Before I became involved in financial services...

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Financial Elder Abuse

Several years ago, I received a phone call at the discount investing call centre where I worked. An older woman was on the line. She wanted to buy a particular investment. I noticed that she was being “coached” by someone near her on what she...

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