July 28, 2010
As you can see from my professional designations as a Chartered Financial Consultant and Accredited Estate Planner my fiduciary responsibility to my clients comes first before any other considerations.
As a Financial Planner for 17 years and being in the financial services business for 50 years my consideration has always been this way.
Frankly I do not need any institution or committee to tell me about this responsibility. I live with this 24 hours a day, 365 days a year