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Articles for Consumers

• What is Socially Responsible Investing?
  By Social Investment Organization (November 2002)
• Are You Covered?
  By Tina Tehranchian, CFP, CLU, CHFC (December 2001)
• Venture Capital and Portfolio Investment
  By Sandra Mews, CFP (February 2001)
• Labour-Sponsored Funds: Beyond the Basics
  By Robert MacKenzie, CFP (February 2001)
• Coping with the Financial Burden of Long Term Care
  By Tina Tehranchian, CFP, CLU, CHFC, BA, MA (November 2000)
• Charitable Gifting, Planned Giving
  By Diana Frizell, CFP (October 2000)
• $mart Giving: How to give (and receive) at the same time
  By Arnold Machel, CFP (October 2000)
• Canada's Hidden Philanthropists
  By David Wm. Brown, CLU, Ch.FC, CFP, RHU (October 2000)
• Charitable Pooled Life Insurance, An innovative way to create large benefits from small donations
  By Ronald K. Woo, MBA, AIB, CGA, CFP, CLU, Ch.FC (October 2000)
• Charitable Remainder Trusts
  By Corey P. Kudrowich, CFP (October 2000)
• Charitable Donations
  By Corey P. Kudrowich, CFP (October 2000)
• Essentials of Charitable Giving
  By Robert Paolucci, R.P.A. CFP (October 2000)
• Giving To A Charitable Cause
  By Alain Quennec, CFP (October 2000)
• Giving
  By David D. Salloum, MBA, CFP (October 2000)
• Having Your Cake and Eating It Too
  By Andy Watson, B. Comm., CLU, CFP (October 2000)
• It Pays to be Generous
  By Anne K. Chun, CA, CFP (October 2000)
• Listen To The Donor
  By Roland M. Rackham, CFP, CLU, Ch.FC (October 2000)
• Planned Giving with Life Insurance
  By Grace S. Cheung, CMA, CFP, CLU (October 2000)
• Charitable Giving - Tax effectively via an Universal Life Policy tax shelter
  By Alan Munro, CA, CFP (October 2000)
• Tax-Effective Strategies for Charitable Giving
  By Steve J. Sokic, BA, CMA, CFP (October 2000)
• Tax-Effective Strategies for Donating Securities
  By Steve J. Sokic, BA, CMA, CFP (October 2000)
• The Achievable Mission
  By Greta Luimes, CFP (October 2000)
• The Gift of Giving
  By Dennis M. Cheredar, BA, CMA, CIA, FCI, CIM, CAM, PMgr, MBA, FCIM, CFP (October 2000)
• Tips on Gifting Today and Upon Death
  By Susan Hunik, CFP (October 2000)
• Understanding the Canadian Health Care System (PDF file-631k)
  By Irene Klatt, CFP (August 2000)