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Articles for Professionals

Articles by Andrew Rickard, CFP

• Manageable but Tenuous
  By Andrew Rickard, CFP (December 2004)
• Taking a Closer Look
  By Andrew Rickard, CFP (September 2004)
• Don't Believe the Hype
  By Andrew Rickard, CFP (May 2004)
• Raise the Standard High
  By Andrew Rickard, CFP (December 2003)
• Much Ado About Nothing: Charging Fees in Financial Planning
  By Andrew Rickard, CFP (September 2003)
• Nothing New
  By Andrew Rickard, CFP (April 2003)
• Riding Madly Off in All Directions
  By Andrew Rickard, CFP (November 2002)

Other Articles

• Ready, Aim, Fire! How to Professionally End Your Working Relationship with a Client
  By Kevin Lawrence Business Coach (May 2005)
• Living Wills and Powers of Attorney - Lessons Learned
  By Lois Labahn, CFP, FCSI (April 2005)
• Media Relations 101: Tips for Building Profile Through Media Coverage
  By Eileen Chadnick, ABC, ATC (December 2004)
• Introducing Stephen Szikora, FPSC Director of Ethics, Legal and Regulatory Affairs (September 2004)
• Do You Know What I'm Saying?
  By Reed Hilton (May 2004)
• Taking care of Everyday Canadians
  By Kurt Rosentreter, CFP (December 2003)
• Introducing Garry Duncan, 2003-2004 FPSC Chair (July 2003)
• Reflections is a Bloodshot Eye: Some Personal Comments on the Regulation of Those Who Sell Financial Products
  By R.A.Rickard, Editor, The Canadian Journal of Life Insurance & Financial Services (April 2003)
• Talking Socially Responsible Investing
  By Sucheta Rajagopal, LL.B., CIM, FCSI, CFP (November 2002)
• What is Socially Responsible Investing?
  By Social Investment Organization (November 2002)
• Live Long and Prosper
  By Jim Otar, CFP (July 2002)
• The Secret Formula
  By Jim Otar, CFP (June 2002)
• Right Road, Wrong Map
  By Jim Otar, CFP (May 2002)
• Raising The Bar On Headache Clients: How To Get Your Difficult Clients To Willingly Shape Up Or Ship Out!
  by Kevin Lawrence
• Train Your Clients - Reasonable Clients Become Good and Good Clients Become Outstanding
  by Kevin Lawrence
• Using Trusts in Wills to Split Income Among Beneficiaries
  by John Smith, LL.B., MBA
• The CFP Designation...Worth Fighting (And Writing) For
  By Jim Augerman, CFP (August 2001)
• Venture Capital and Portfolio Investment
  By Sandra Mews, CFP (February 2001)
• Labour-Sponsored Funds: Beyond the Basics
  By Robert MacKenzie, CFP (February 2001)
• Understanding the Canadian Health Care System (PDF file-631k)
  By Irene Klatt, CFP (August 2000)