Who says you need one? Some history…. I spent almost twenty-five years in the financial services industry, starting out in 1991 as a mutual funds salesperson for AIC Ltd., Michael Lee-Chin’s company. I chose this firm because (1) they had their … [Read more...]

Let’s start with the assumption that both the client and the advisor are well intentioned. I believe that even with the best of intentions clients can become unhappy with their advisors because they do not know how to search out a good … [Read more...]