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Conrad Toner | Sep 11, 2013

What Do Home Inspections Have to Do With Hiring a Financial Adviser?

Years ago, formal home inspections were a rarity.  Sure, uncle Buck or your friend Bill the builder may have dropped by to check it out, but that was about it. 

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Conrad Toner | Aug 21, 2013

The 8 Most Important Criteria for Judging a Financial Advisers Professional Designation

When trying to wade through the professional designation jungle, the third key question you should ask is: What requirements must an adviser meet to get and

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Conrad Toner | Aug 12, 2013

Do All Financial Planners Practice What Their Designations Preach?

In my last post I talked about the importance of finding a financial planner with a “relevant” designation for the job you need done.  In today’s post I want to

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Conrad Toner | Aug 1, 2013

Would You Hire a Plumber to Clean Your Teeth?

Swimming With The Sharks In Alphabet Soup” I discussed whether or not having a “so called” professional designations can help you select a qualified financial

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Conrad Toner | Jun 24, 2013

Swimming With The Sharks In Alphabet Soup

Financial planning in Canada continues to be an “unregulated” industry, allowing just about anyone to put out a shingle and call themselves a financial planner

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Conrad Toner | Apr 29, 2013

Less than half of pre-retirees expect to live their desired lifestyle in retirement!

That’s the shocking result from a recent study conducted in the U.S. byLIMRA.  Before I go into the details of that study, I have to say I found this particular

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