Joe Killoran


investorism.com

Joseph W.A. Killoran, 1979 Ethical Ivey MBA

Submissions / Responses / investorism Thesis:

Oct. 06, 2011: MFDA Proposed Leverage KYC Rule 2.2.1 Amendment (10-06-11.pdf)

Oct. 19, 2009: investorism CSA POS Response (10-19-09.pdf)


Oct. 15, 2007: investorism POS Submission & Critique of Jt. Forum 2-page Fact Sheet (10-15-07POSsub.pdf)
investorism September 1994 Point-of-sale 1-Pagers:
investorism POS Submission Backgrounders
"Better disclosure induces ‘investorism’ and enhances industry integrity!"
 

point-of-sale thesis + investorism crusade in the news

May 3, 2001: Jon Chevreau Many balanced funds failed meltdown test The Financial Post. Click here for article
January 17, 2001: Jon Chevreau A wakeup call for fund investors The Financial Post. Click here for article
January 10, 2001: Jon Chevreau Don't get even, get mad The Financial Post. Click here for article
October 14, 2000: Jon Chevreau Your planner won't send you this book The Financial Post. Click here for article
January 15, 2000: Rob Carrick's Adviser checklist will make you smarter The Globe and Mail. Click here for article
January 13, 2000: Richard Blackwell's A shareholder rights advocate says he will go to court to force Trimark Financial Corp. to present his proposals for a vote at the company's annual meeting. The Globe and Mail. Click here for article
December 23, 1999: Jon Chevreau's These investor advocates fight a lonely battle column in The National / Financial Post. Click here for article
November 26, 1999: Jon Chevreau shows his professionalism on behalf of consumer/investor best interests in his Plainer-talking fund prospectuses - New disclosure rules still don't deliver the full monty" column in The National / Financial Post. Click here for article
September 14, 1999: Jon Chevreau showed a tremendous amount of courage on behalf of consumer/investor transparency educating best interests when he wrote this "Killoran pushes disclosure form" column in The National / Financial Post. Click here for article
April 15, 1999: Killoran's Systematic Withdrawal Plan "SWooP bomb thesis" - Jonathan Chevreau, National / Financial Post. Click here for article
May 7, 1999: Killoran was the first person to report Dino DeLellis to the Ontario Securities Commission back in 1995. Killoran's publicly disclosing that he was the "whistleblower" in order to make the point that there is no Code of Ethics amongst financial market registrants that requires them to report their fellow colleagues who are not practicing up to acceptable standards. - Shelly Lawson, London Free Press. Click here for article
May 5, 1999: Proxy voting by mutual funds becomes issue as industry grows. No law requires firms to disclose their voting policies. Susan Heinrich, Mutual Funds Reporter, The Financial Post. Click here for article

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