Enhancing the professionalism of financial advisors in the best interests of the consumer

FORUM Magazine – June 2010


Innovation At Work
What does innovation really mean in today’s financial services sector? Marjo Johne profiles four productive industry professionals – Sheila Walkington, Vince Valenti, Roy Craik and Jason McIntyre – to gain perspective on how fresh thinking and new approaches can create breakthrough opportunities for advisors and, most importantly, their clients.

Strength, Solvency & Stability
The global financial crisis spurred some media speculation about the long-term stability of life insurance companies and the policies they provide. One advisor, Paul Goldstein, decided to do some digging of his own to provide due diligence for his clients. He shares the results of his research with advisors across Canada.


  • Potential missteps in naming beneficiaries. By Doug Carroll
  • The challenges of raising children. By Lynn Biscott
  • A confident country taps big opportunities. By Michael Graham
  • Drawing inspiration from professional development. By Carla Ayles

FORUM magazine  June 2010

Editor's Note - Craig Harris

Chair's Message - Terry Zavitz

Profiles - Innovation at Work by Marjo Johne

Insurance - Strength, Solvency & Stability by Paul Goldstein

Ahead of the Curve - Misadventures in Beneficiaries by Doug Carroll

Ages & Stages - Challenges of Children by Lynn Biscott

Market Beat - Canada Calls by Michael R. Graham

The Leading Edge - The Joy of Conference by Carla Ayles

Advocis News