B.C. investment advisor who defrauded retired couple of $285K banned, fined $310K

  • 📰 PGCitizen
  • ⏱ Reading Time:
  • 50 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 23%
  • Publisher: 51%

Business News News

Business Business Latest News,Business Business Headlines

A former investment advisor for Sun Life Financial Investment Services (Canada) Inc. has been fined $310,000 by Canada's mutual fund regulator.

Canada’s regulator of mutual funds has found a Fraser Valley investment advisor defrauded a retired Langley couple of $258,000; however, RCMP have yet to say whether they are investigating the matter.

At the time, Gill worked in Abbotsford as a licensed insurance broker on behalf of the Canada Life Assurance Company; he had, however, relinquished his seven-year stint as a mutual fund representative in 2008. Although unlicensed to handle investments, Gill was the sole principal of Greynote Group Financial Services, where he would direct the Lapierres to put their money.

Gill “misappropriated or failed to account for monies,” made “false statements and provided fictitious documents,” engaged in “undisclosed outside activity” and “failed to cooperate” with the regulator’s investigation. The Lapierres also took Gill to court as the regulator proceeded with administrative action against him.

Furthermore, the claim states, “Gill also used the funds advanced from the Plaintiffs to purchase other personal property.”The lawsuit reached a consent agreement on June 9, 2021, signed by Gill and the couple’s lawyer Patrick Sullivan for a monetary order of $450,000.

 

Thank you for your comment. Your comment will be published after being reviewed.
Please try again later.
We have summarized this news so that you can read it quickly. If you are interested in the news, you can read the full text here. Read more:

 /  🏆 65. in BUSİNESS

Business Business Latest News, Business Business Headlines

Similar News:You can also read news stories similar to this one that we have collected from other news sources.

B.C. investment advisor who defrauded retired couple of $285K banned, fined $310KA former investment advisor for Sun Life Financial Investment Services (Canada) Inc. has been fined $310,000 by Canada's mutual fund regulator.
Source: BurnabyNOW_News - 🏆 14. / 77 Read more »