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Fee Model Solutions
Transition Workshop!
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Fee Model Surveys
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Welcome to
To Fee or Not to Fee!
contact us: (613) 240-8308 | question@tofeeornottofee.com
Articles Marc has been quoted in
$6.2-million lottery ticket sold in city, The Whig Standard, June 2011, by Clare Clancy
Does your investment adviser put you first?, The Globe and Mail, April 2011, by Rob Carrick
Strategizing your money matters, The Ottawa Citizen, March 2011, by Patrick Langston
Rocking the commission boat, Investment Executive, February 2011, by James Bagnall
Top five mistakes in shifting to a fee-based model, Investment Executive, February 2011, by Fiona Collie
Fee vs. commission not clear cut, Advisor.ca, January 2011, by Al Emid
$mart Money: A pioneer in fee-for-service financial planning, Alaska Highway News, December 2010, by Brad Brain
A retooled strategy needed for retirement, The Globe and Mail, December 2010, by Dianne Maley
Compensation issue sparks debate, The Insurance and Investment Journal, November 2010, by Rosemary McCracken
Roseman: To fee or not to fee? That is the question, The Toronto Star, October 2010, by Ellen Roseman
Finding a Reputable Financial Adviser, MSN Money, November 2010, by Diana Cawfield
Commission or fee? How about ad-driven?, Advisor.ca, October 2010, by Vik Barhat
Planners mull commission ban, Financial Post, October 2010, by Jonathan Chevreau
Single and secure, Canadian Business, October 2010, by Julie Cazzin
Does Fraze have a fee-vah?, Advisor's Edge Report, August 2010, Letter to the editor
Top 10 retirement mistakes, Canadian Business, August 2010, by Jacqueline Nelson and Angelina Chapin
Firing is never easy, but you can ease the pain, Investment Executive, August 2010, by Wendy Cuthbert
Shift to fee-based model a long-term project, Investment Executive, August 2010, by Megan Harman
Selling clients on your fee-based compensation model, Investment Executive, August 2010, by Megan Harman
Commissions to fees: making the switch, Investment Executive, August 2010, by Megan Harman
Should you switch to a fee-based model? Investment Executive, August 2010, by Megan Harman
Top four questions that arise upon the death of a client’s parent, Investment Executive, July 2010, by Wendy Cuthbert
Fee vs. commissions, pt. 1: Survey reveals
models’ similarities, Investment Executive
TV, June 2010, by Gavin Adamson
Fee vs. commissions, pt. 2: Survey reveals
richest clients pay fees, Investment Executive
TV, June 2010, by Gavin Adamson
Defining fiduciary duty, Advisor's Edge Report, May 2010, by Philip Porado.
And baby makes three, MoneySense Magazine, May 2010, by Julie Cazzin
Ottawa families benefit in Gatineau, CBC News, March 2010
How to retire at 45, MoneySense Magazine, February 2010, by Julie Cazzin
Family Profile, MoneySense Magazine, December 2009, by Julie Cazzin
Would you hire me if I recommended that? Excerpt from the book 52 Stories for 52 Weeks published by the Insurance Journal, December 2009, by Marc Lamontagne, CFP, R.F.P., FMA
What do I do now? The recovery is upon us and it's time to start planning for the future, MoneySense Magazine, November 2009, by Rob Gerlsbeck
The $150,000 Surprise, MoneySense Magazine, October 2009, by Julie Cazzin
Family Profile, MoneySense Magazine, October 2009, by Julie Cazzin
Top Tips from Financial Experts, MoneySense Magazine, August 2009, by MoneySense staff
F-series, iNVESTOR ECONOMiCS INSIGHT, July 2009
To Fee or Not to Fee, The CCH Financial Planner Newsletter, June 2009, by Andrew Rickard, CFP
Overcoming
three obstacles to fee-based business,
Investment Executive TV, June 2009
Officers in distress, MoneySense Magazine, May 2009, by Julie Cazzin
Solving retirees' RRIF withdrawal woes, Bankrate.ca, January 2009, by Diana Cawfield
Family File Revisited, Financial Post Magazine, December 2008
Family Profile, MoneySense Magazine, November 2008, by Julie Cazzin
A Cracked Nest Egg, MoneySense Magazine, October 2008, by Julie Cazzin
British Columbia Securities Commission summary of public comments respecting proposed amendments to MFDA Rule 1.2.1(d), August 2008
Comment Letter on the Proposed Amendments to MFDA Rule 1.2.1(d) (Salespersons – Dual Occupations), July 2008
Workshop Information
The Fee Model Solutions workshop has been developed over years of practical experience and research into the fee model.