Comments on: The new kid on the block…the Variable Annuity! http://www.donmaycock.com/2008/08/the-new-kid-on-the-block%e2%80%a6the-variable-annuity/?utm_source=rss&utm_medium=rss&utm_campaign=the-new-kid-on-the-block%25e2%2580%25a6the-variable-annuity ...advising you to and through retirement! Wed, 20 Jul 2011 16:11:25 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: donmaycock http://www.donmaycock.com/2008/08/the-new-kid-on-the-block%e2%80%a6the-variable-annuity/comment-page-1/#comment-12 donmaycock Thu, 20 Aug 2009 12:46:23 +0000 http://donmaycock.com.s9511.gridserver.com/?p=27#comment-12 Hello and thank you for your question. I had to do some digging and have decided this would make a great newsletter article in the future. Here is a organizations in Ontario that I am registered with. 1) Ontario Securities Commission (OSC) - <a href="http://www.osc.gov.on.ca/Dealers/RegistrantList/reg_registrantlist-tc_index.jsp" rel="nofollow">link</a> If you type in your advisors last name it should return his name and firm name in a hyperlink. Click on the hyperlink and in my case shows I am listed for mutual funds. 2) Life Insurance Agent <a href="http://www2.fsco.gov.on.ca/alias2a/agents.a2a" rel="nofollow">click here</a> Enter the advisors last name and town or license number if you know it. 3) To check if a CFP <a href="http://www.fpsccanada.org/good_standing" rel="nofollow">click here</a> This one is more tricky. For me Don Maycock does not work, need to use Donald Maycock. I need to give these guys some feedback...their search criteria is too sensitive. Even for me working in the industry, this was quite an exercise. I also have a CIM, Canadian Investment Manager, designation. Also need to figure out how to that. Cheers Don Hello and thank you for your question. I had to do some digging and have decided this would make a great newsletter article in the future. Here is a organizations in Ontario that I am registered with.

1) Ontario Securities Commission (OSC) –
link
If you type in your advisors last name it should return his name and firm name in a hyperlink. Click on the hyperlink and in my case shows I am listed for mutual funds.

2) Life Insurance Agent
click here

Enter the advisors last name and town or license number if you know it.

3) To check if a CFP

click here

This one is more tricky. For me Don Maycock does not work, need to use Donald Maycock. I need to give these guys some feedback…their search criteria is too sensitive.

Even for me working in the industry, this was quite an exercise.
I also have a CIM, Canadian Investment Manager, designation. Also need to figure out how to that.

Cheers

Don

]]> By: Ian Chapman http://www.donmaycock.com/2008/08/the-new-kid-on-the-block%e2%80%a6the-variable-annuity/comment-page-1/#comment-11 Ian Chapman Thu, 13 Aug 2009 00:27:48 +0000 http://donmaycock.com.s9511.gridserver.com/?p=27#comment-11 licensed for mutual funds and insurance. Hi, who issues these licenses and how do I know if the guy I'm dealing with is not a scammer? He works with CI and he has started to be more sales orientated than I think he should be. I no longer have much regard for his opinion. Regards Ian. licensed for mutual funds and insurance.
Hi, who issues these licenses and how do I know if the guy I’m dealing with is not a scammer? He works with CI and he has started to be more sales orientated than I think he should be. I no longer have much regard for his opinion. Regards Ian.

]]>