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?
Insurance Fraud Alert!
The Tricky Business of Life Insurance
Beware Insurance Churning!
Have you lost money on warrants?
Class Actions - Money Concepts (Barrie)
Money Concepts (Barrie) Settlement Details
Frequently Asked Questions
Certification Granted in Karas and Stephenson Class Actions
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
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
Letters from Investment Lenders
Leverage Disclosure Acknowledgements
Limited Trading Authority (LTA) 1
Limited Trading Authority (LTA) 2
Loan Summary Sheets
SWP Summary Sheets
David Karas Update
We Need Your Documents. . .
James Stephenson Update
We Need Your Documents . . .
What we do and don't do
How we work
Our commitment to you
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
Do you want help?
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