TAX & ESTATE PLANNING BY DOUG CARROLL Personal Injury Understanding payment options

Source URL: www.advocis.ca

• Business
• Money
• Structured settlement
• Income tax in the United States
• Life annuity
• Income tax in Australia
• Tax
• Annuity
• Lump sum
• Finance
• Economics
• Investment

EXECUTIVE SUMMARY Sound Advice INSIGHTS INTO CANADA’S FINANCIAL ADVICE INDUSTRY July 2014

Source URL: www.advocis.ca

• Investment
• Finance
• Service industries
• Financial adviser
• Financial planner
• Financial services
• Financial Advisor
• PricewaterhouseCoopers
• Management consulting
• Financial economics
• Economics
• Business

SOUND ADVICE Insights into Canada’s Financial Advice Industry CANADA’S SMALL & MEDIUM-SIZED

Source URL: www.advocis.ca

IN MEMORIAM: Jim Flaherty[removed]Remembering Jim Jack Snedden, a longtime Advocis member and friend of former finance minister Jim Flaherty, remembers Jim for his approachable demeanor, his love for his family, and

Source URL: www.advocis.ca

• Oshawa
• Provinces and territories of Canada
• Ontario
• Jim Flaherty
• Christine Elliott

SOUND ADVICE Insights into Canada’s Financial Advice Industry SPEAKER BIOGRAPHIES Tuesday, July 8, 2014

Source URL: www.advocis.ca

• Business
• Management consulting
• Invesco
• Transform
• Management
• Consulting
• PricewaterhouseCoopers

SOUND ADVICE Insights into Canada’s Financial Advice Industry SPEAKER BIOGRAPHIES Tuesday, July 8, 2014

Source URL: www.advocis.ca

• Finance
• Service industries
• Financial adviser
• PricewaterhouseCoopers
• Financial services
• Management consulting
• Financial Advisor
• Advocis
• Financial planner
• Investment
• Financial economics
• Business

Bulletin # [removed]March[removed]Queens Quay, West, Suite 209 Toronto, Ontario M5V 3A2[removed]

Source URL: www.advocis.ca

• Ontario Securities Commission
• Appeal
• Statute of limitations
• Law
• Government
• British Columbia Securities Commission

Bulletin # [removed]April 2013 BANNING EMBEDDED COMPENSATION AND IMPOSING A STATUTEBASED FIDUCIARY DUTY Our industry is on the edge of radical transformation. Across Canada, financial advisors now face the greatest set

Source URL: www.advocis.ca

• Fiduciary
• Financial adviser
• Financial Advisor
• Business
• National Association of Personal Financial Advisors
• Finance
• Common law
• Equity

Regulatory Bulletin Relevant. Effective. Advocacy. [removed] Bulletin # [removed]December 2013

Source URL: www.advocis.ca

• Investment
• Canadian securities regulation
• Financial adviser
• Fiduciary
• Regulation
• Independent Review Committee
• Law
• Finance
• Canadian law

THE SMALL BUSINESS CLIENT BY MIKE McCLENAHAN A Healthy Workplace How “well” is your client’s wellness plan?

Source URL: www.advocis.ca

• Employee benefit
• Employment
• Medicine
• Human behavior
• BC Healthy Living Alliance
• Occupational safety and health
• Workplace wellness
• Wellness