The past week was full of discussions about the impact of financial advice on Canadians, the regulation of financial advice in Canada, and many other topics of interest.  Advocis (The Financial Advisors Association of Canada) held a symposium on The Regulation of Financial Advice in Canada.  Speakers included Presidents and CEOs of the Investment Industry Regulatory Organization of Canada (IIROC), Investors Group, the Alberta Securities Commission, Executive Director of the Insurance Council of British Columbia, and many other influential leaders.  The lunch session included an address from The Honourable Dwight Duncan, Ontario Minister of Finance. The topic of commission disclosure around the world and hightened consumer financial literacy were a large focus of the day.  We have included links to some articles posted following the symposium, along with others that include valuable information on current issues in the financial services arena. IFIC Report:  "The Value of Advice" No need ...

We are constantly receiving information from the insurance and financial industry.  We are going to now post a weekly summary of pages we feel will impact our clients.  These may include updates from our partners at the insurance carriers, updates on tax related issues from industry associations, or just interesting thoughts from our peers. Here are some from the past week: 1.  The results from the latest CPP Actuarial Report concludes that the current legislated contribution rate is sufficient to meet the CPP's future obligations: 25th Canada Pension Plan Actuarial Report 2.  Women, as main caregivers, take a hit in retirement.  This is a great article outlining the experience of when Dr. Amy D'Aprix, coincidently a gerontological social worker, spent a decade caring for both of her parents. Globe and Mail Article - "Women And Retirement" 3.  In a special to the Globe And Mail, Preet Banerjee discusses the ...