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Wealth Professional | 12 May 2014, 12:20 PM Agree 0
Advisors give their perspective on how to weed out the duds from the diamonds and what makes a 'real' financial planner.
  • Mac | 12 May 2014, 01:56 PM Agree 0
    The first step should be to stop licensing advisors as sales people!!
    You just can't license someone as a sales person then expect them to not be mainly focused on selling.
    Lawyers, accountants, or dentists are not licensed as salespeople as far as I know, so why should Financial planners?
  • daniel | 02 Oct 2016, 11:51 AM Agree 0
    If Ontario financial planners really cared about their clients who own permanent life policies with ZERO or a minimal CSV they would be lobbying the Ontario Liberal government to finally enact (16 years later) Schedule G of the Ontario Red Tape Reduction 2000 which will allow these seniors to access the embedded equity in their life policies just like they can release in their home with a Reverse Mortgage through CHiP.
    It is a SCANDAL that the current Ontario government is willing to allow FSCO to regulate PAY DAY LENDERS but refuses to allow FSCO to regulate www.life-funding.com which therefore has to operate out of Nova Scotia to offer "reverse mortgage" life loans to Ontario seniors at a FIXED INTEREST RATE OF 8% PA.
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