Leaders in Financial Loss Recovery
Did your advisor . . .
make false promises?
fail to fulfil the process guarantee?
show lack of due diligence?
fail to explain risks?
show lack of continual obligation?
Do you know . . .
about the importance of financial planning?
that KYC is essential?
that you are entitled to a process guarantee and periodic reviews?
how titles and credentials are used and misused?
Alerts
Insurance Fraud Alert!
>
The Tricky Business of Life Insurance
Beware Insurance Churning!
Have you lost money on warrants?
Class Actions
Class Actions - Money Concepts (Barrie)
Money Concepts (Barrie) Settlement Details
>
Frequently Asked Questions
Certification Granted in Karas and Stephenson Class Actions
>
Certification Ruling
Class Action Documents and Notices
>
Settlement Claim Form
Notice of Certification and Motion for Settlement
Abbreviated Notice of Certification and Motion for Settlement
Order for Directions (Smith)
Order for Directions (French)
David Karas - Amended Statement of Claim
James Stephenson - Statement of Claim
Case Conference Minutes - June 28, 2011
Case Conference Minutes - May 19, 2011
DTP/MC Worksheets
FVA Authorization and Direction
FVA Client Action Alert 1
FVA Client Action Alert 2
FVA Protocols Enrolment
Insurance Loan Summary Sheets
Investment Loan Application 1
Investment Loan Application 2
Investment Loan Application 3
KYC Documents
Letters from Investment Lenders
Leverage Disclosure Acknowledgements
Limited Trading Authority (LTA) 1
Limited Trading Authority (LTA) 2
Loan Summary Sheets
Portfolio Summaries
SWP Summary Sheets
David Karas Update
>
We Need Your Documents. . .
James Stephenson Update
>
We Need Your Documents . . .
About Us
What we do and don't do
How we work
Our commitment to you
Our team
Our fees
Our privacy policy
Our disclaimer
Our Blog
Past Blogs
>
A Slippery "Dilemma" - The Oil Spill Financial Fallout
The Ripple Effect - The Greek Deficit and the Canadian Investor
The Need for Speed – Time Limitation Periods
The Element of Trust
Shedding Light on Leverage
The Stop-Loss Challenge
The Snag in the Sell Signal System
Articles/Interviews/Links
Links
Do you want help?
Contact Us