Bev was interviewed for this article about Second-career advisors have an edge.
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Media
The role of the board is to advise the Advisor Group on editorial direction by keeping them informed of industry trends and developments. Advisory Board members are experienced, client-facing, in touch with the industry and know what they want to read in their magazine. Responsibilities of the board – Attend two meetings per year, in [...]
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Bev Moir, an investment advisor with ScotiaMcLeod Inc., describes her experience as a spokesperson for the firm, the benefits to her practice, and how investment advisors can build a presence in the media, including compliance issues. She spoke with Dan Richards of clientinsights.ca at the TMX Broadcast Centre. ScotiaMcLeod advisor: Benefits of working with the [...]
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About 73% of Canadians in the Scotiabank survey said the recession hadn’t affected retirement plans. The number of Canadians who don’t fully plan to retire has dropped by half to 5% in 2009 from 10% in 2008, it found. “To achieve their retirement goals, Canadian investors need to ensure they have a balanced portfolio,” said [...]
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From the Insurance Journal by Red Bolton Financial planners across Canada are eagerly awaiting the Jan. 1, 2009 launch of the new tax-free savings accounts (TFSA). “We’re anticipating quite a rush, quite a demand to open in January,” says Bev Moir, a senior wealth advisor with Scotia McLeod. Ms. Moir has already made the necessary [...]
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CP24 Tuesday May 20th at 2:45 p.m. on “Spring Cleaning” your financial affairs June 3rd “Elder Care: What You Should Know” with Audrey Miller, MSW, RSW, CCRL – details & invitation (pdf) Savvy financial advice for using a tax refund: pay down non-deductible debt contribute to your RRSP or your child’s RESP hold the money [...]
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From Marketing Magazine November 26, 2007 By Chris Powell This year, it seemed you couldn’t go to the movies, watch a hockey game, take in an all-night art exhibition, note the winner of a prestigious literary award, or even run a marathon without encountering Scotiabank. That’s because of what John Doig, Scotiabank’s senior vice-president of [...]
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