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Welcome to the "What’s New" page where you will find the latest news and articles posted to my site.
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January 1st, 2005: David Phipps appointed Professional Conduct Chair for Advocis in Ottawa
Advocis is Canada's association of financial advisors. As the Professional Conduct Chair for Advocis in Ottawa, David is responsible for educating members regarding ethical conduct and professional practice standards, and for chairing disciplinary hearings. |
February 3rd, 2005: David hosts Professional Development day for 160 financial advisors in Ottawa
In his role as Best Practices Chair and Professional Conduct Chair for The Financial Advisors Association of Canada in Ottawa, David organized and hosted a professional development day attended by 160 financial advisors. David spoke to the attendees on the topic of using a Letter of Engagement to help clients understand how to maximize the benefit they receive from working with an advisor. |
February 28th, 2005: David only Ottawa advisor invited to participate as RRSP Expert by National Post
David Phipps was the only advisor from Ottawa invited by the National Post to participate as one of 10 experts from across Canada to answer readers RRSP and tax questions. Answers were published accross Canada in the National Post and it's syndicated papers. David's answers are posted under Articles and Newsletters on this site. |
April 18th, 2005: David appointed to National Best Practices Committee of The Financial Advisors Association of Canada.
David has been appointed as one of three advisors from across Canada to serve on the Best Practices Committee of Advocis, The Financial Advisors Association of Canada. The committee provides leadership on financial planning practice standards and guidelines to Canadian advisors. |
June 30th, 2005: David appointed to lead Wealth Management Practice Advisory Group for The Financial Advisors Association of Canada
David has been asked to lead the Wealth Management Practice Advisory Group for Advocis, The Financial Advisors Association of Canada. The Wealth Management Practice Advisory Group consists of senior financial advisors from across Canada who provide leadership on investment and wealth creation strategies to Canadian Financial Advisors by reviewing and recommending material published in Advocis' Best Practices Manual. |
April 26, 2006: David approved for membership in the Society of Trust and Estate Practitioners
David has received the Registered Trust and Estate Practitioner (TEP) designation from the Society of Trust and Estate Practitioners. The TEP designation is awarded after a rigorous review process that ensures members have demonstrated expertise in the area of Trust and Estate planning. |
June 15th, 2006: David speaks on Best Practices for financial advisors at National Conference
David has been asked to speak at the 100 Year Anniversary National Conference of The Financial Advisors Association of Canada. The conference will be held June 15th, 16th and 17th in Victoria, BC. David will be speaking on Best Practices for financial advisors. |
September 23rd, 2006: David interviewed by Globe & Mail on Home Ownership and Retirement Planning
David was interviewed by the Globe & Mail on the options that home ownership creates for retirement planning. A link to the article can be found here. |
October 18th, 2006: David interviewed by Globe & Mail on Investment Diversification
David was interviewed by the Globe & Mail for an article discussing the importance of diversification in portfolio design, and the pros and cons of Exchange traded Funds (ETFs). A copy of the article can be found here. |
November 2nd, 2006: David interviewed by Globe & Mail on Income Trusts and Pension Income Splitting
David was interviewed by the Globe & Mail for an article discussing the recent change to the taxation of income trusts and pension income splitting legislation. A link to the full article can be found here. |
December 2006: David interviewed by Forum Magazine on Segregated Funds
David was interviewed by the Forum Magazine for an article which explores the pros and cons of Segregated Funds. |
January 18, 2007: David interviewed by the Toronto Star on RRSPs
David was interviewed by the Toronto Star for an article which appeared in the print and online edition exploring the basics of RRSPs. |
January 24, 2007: David featured by the Globe & Mail in Report on RRSPs
David was interviewed for the feature article in the Globe & Mail's Report on RRSPs. David's RRSP philosophy and investment outlook are discussed. |
November 2nd, 2007: David interviewed on CBC Radio about the strong Canadian dollar
David was interviewed by CBC Radio One about the strong Canadian dollar. A total of eight interviews were conducted with David across Canada - Toronto, Halifax, Whitehorse, Regina, Thunderbay, Victoria, Windsor and Winnipeg - on November 2nd, 2007. The strong Canadian dollar was discussed with specifics on how Canadians can take advantage of the strong dollar in their financial planning. |
February 7, 2008: David interviewed by Toronto Star on proper portfolio design
David was interviewed for a Toronto Star article entitled Feathering a nest egg. The article highlighted some key principles of proper portfolio design including asset allocation, and the benefits of diversification. |
May 24th, 2008: David interviewed by Advisor.ca on what clients should do with their tax refund
David was interviewed for a Advisor.ca article entitled "What to do with the tax refund?". The article discusses the pros and cons of contributing to the RRSP versus debt repayment. |
July 4th, 2008: David interviewed by Canadian Economic Press News on pension plans and retirement planning
David was interviewed for a CEP News article entitled "Decline in Private-Sector Pensions Prompts Retirement Planning Headaches". The article discusses what Canadians can do to prepare for retirement given the diminished availability of defined-benefit pension plans.
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July 14th, 2008: David interviewed by Canadian Economic Press News on saving for education
David was interviewed for a CEP News article entitled "New Canadian RESP Rules Make Saving for Tuition Easier, More Flexible". The article discusses the latest changes to Registered Educational Savings Plan (RESP) rules and strategies used to save for education. |
September 20th, 2008: David interviewed by Canadian Economic Press News on why the recent collapse of Lehman Brothers shouldn't spell disaster for clients.
David interviewed by Canadian Economic Press News on why the recent collapse of Lehman Brothers shouldn't spell disaster for clients. |
September 22nd, 2008: David interviewed by CTV News on recent market turmoil
David interviewed by CTV News on recent market turmoil http://watch.ctv.ca/news/latest/bailout-to-work/#clip94865. |
October 5th, 2008: David interviewed by Commerce Times on the background of the recent sub-prime mortgage related bear market
David interviewed by Commerce Times on the background of the recent sub-prime mortgage related bear market. |
October 6th, 2008: David interviewed by CTV News on efforts to calm worried investors
David interviewed by CTV News on efforts to calm worried investors http://watch.ctv.ca/news/clip100180#clip100180. |
November 27, 2008: David interviewed by the National Post on managed portfolio solutions
David was interviewed by the National Post on reasons why managed portfolio solutions make sense for most investors. |
November 29, 2008: David contributes to National Post financial planning case study
David provided the financial planning solution to a case study presented by the National Post.
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January 28, 2009: David interviewed by Calgary Herald on Tax Free Savings Accounts
David was interviewed for an article that appears in the Calgary Herald on planning strategies for the new Tax Free Savings Accounts (TFSA) |
February 3, 2009: David interviewed for Financial Post Magazine on financial strategies for laid off employees
David was interviewed for an article that appears in the Financial Post Magazine on planning strategies for laid off employees. |
February 14, 2009: David interviewed for the Financial Post on investment strategy for RRSP
David was interviewed for an article that appears in the Financial Post Magazine on how the pros invest their RRSPs |
February 19, 2009: David interviewed for the Globe Investor Magazine on investment strategy for RRSPs
David was interviewed for an article that appears in the Globe Investor Magazine on how investors should manage their RRSPs during turbulent markets. |
February 21, 2009: David interviewed for the Financial Post on strategies to find savings from existing assets
David was interviewed for an article that appears in the Financial Post on ideas to create savings from existing assets. |
July 4, 2009: David interviewed for the Financial Post on a portfolio solution used with a new client
David was interviewed for an article that appears in the Financial Post on a solution that was used to repair a new clients portfolio. |
October 22, 2009: David interviewed for CTV National News on debt management
David was interviewed for CTV's National News on debt management in a low-interest rate environment. |
November 15, 2009: David intervewed for MoneySense Magazine on investment strategy
David was interviewed for MoneySense Magazine on investment strategy to employ following the recent bear market. |
January 11, 2010: David interviewed in The Wall Street Journal on estate planning strategy
The Wall Street Journal published David's interview in which he discussed the use of testamentary trusts as an underutilized estate planning tool. |
