Product vs. Process By: Mo Lidsky Conflicts of interest is an important topic we educate our clients on. It is far too often, especially in Canada, that clients are offered investment products rather than an investment process. For example, many investments which are...
Below is an excerpt from Mo Lidsky, which was recently referenced in the Globe & Mail, on both the positive impacts and shortcomings of the new CRM 2 legislation for investors. Fee transparency for financial professionals is long overdue in Canada. In fact, we are...
By: Mo Lidsky All the years we lived in this house I knew about it. Yet, I ignored it. First, it was a small moldy patch in the washroom ceiling. Then an occasional drip in my home office. I knew that my kids’ bathroom had a barely visible pathway to the floors below,...
By: Mo Lidsky It sure has been a year like no other. Complaints and frustrations have been easy to come by. Though, I suspect most of us will not leave this year the way we entered it, and I wanted to reflect on what learnings I will take with me into the years ahead....
…excerpt from Mo Lidsky’s latest book, Partners in Preservation Proper due diligence may seem like an obvious need, but the unfortunate reality is that the critical task of due diligence rarely gets the time and attention it deserves. Yet, this step is...
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