Frank Zeppieri BBA CA CFP interviewed in Financial Post
Neil Gross, a lawyer at Carson Gross Christie Knudsen in Toronto, knows all about investments gone awry. That's because
Mr. Gross represents clients who sue their brokers for bad advice.
The most common complaint he hears is "suitability" and concerns the investment an advisor buys for a client does not
meet their objectives or investment plan. "The investor doesn't always know until too late that the investment was too
Frank Zeppieri BBA CA CFP interviewed in Bankrate.com
Twenty-nine per cent of Canadians say they will contribute more money to their
Registered Retirement Savings Plan (RRSP) this year than they did last year, according to
a survey by Winnipeg-based Investors Group. A further 44 per cent expect to contribute
the same amount as they did in 2002, while only 17 per cent expect to invest less.
"The level of enthusiasm for RRSP investment has increased from last year" and those
who are "pessimistic" are in retreat, says Debbie Ammeter, vice president of advanced
financial planning ... Read