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  1. Dwarka Lakhan
    Ask your clients how they would survive a sudden loss of income
  2. Natixis Global Asset Management
    Advisors are key to putting anxious investors back on track
  3. Natixis Global Asset Management
    This Partner Report from Natixis Global Asset Management shares key insights from its 2016 Global Survey of Individual Investors to help advisors better understand and address their clients’ needs.
  4. Dwarka Lakhan
    Meet with both spouses first, and remain objective
  5. Dwarka Lakhan
    Some expenses go down; some go up
  6. Dwarka Lakhan
    Most Canadians think government programs will cover LTC
  7. Kat Shermack
    When dealing with couples, make sure both partners are equal participants
  8. Dwarka Lakhan
    Navigating the variables that could affect clients’ inheritances
  9. Peter Drake
    In part four, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, gives tips on tackling the perennial question of how much should your clients save — and how to keep them on track for retirement.
  10. Peter Drake
    in part three, Peter Drake, former vice president, retirement and economic research, Fidelity Investments, Canada, explains why millennials are essential to your future success. He gives tips on how to reach them.