Home Dwarka Lakhan

The best time to discuss potential medical costs in retirement is when clients are in their 40s or 50s

  • November 9, 2018 November 9, 2018
  • 00:15

Although a few insurance companies are leaving the annuities business, the income-producing vehicles may be a good fit for clients who want to avoid investment risk

  • November 9, 2018 November 9, 2018
  • 00:11

ETFs lend themselves to a specialized focus on new investing ideas. Many providers are rising to the challenge

  • November 8, 2018 November 7, 2018
  • 06:00

Multinational companies with significant operations in emerging markets provide a safer alternative to the stocks of local companies

  • October 16, 2018 October 17, 2018
  • 10:00

Referrals are key to boosting your roster of HNW clients

  • October 15, 2018 October 17, 2018
  • 00:31

The children of the wealthy have different ideas about financial advice — and those who provide it. Understanding that mindset can help retain families when wealth transfers take place

  • October 15, 2018 October 17, 2018
  • 00:30

Many investors, including HNW clients, need to be educated about the world of opportunity in global markets

  • October 15, 2018 November 1, 2018
  • 00:28

The CRA is increasing efforts to collect taxes due on assets held offshore. Clients who fail to comply could face hefty penalties

  • October 12, 2018 October 12, 2018
  • 00:12

The CRA is targeting advisors who appear to be engaging in high-frequency trading and day trading to boost their TFSA earnings. Some advisors say the audits are unfounded and more clarity is needed on the rules

  • October 12, 2018 October 11, 2018
  • 00:10

Sovereign and corporate emerging-market bonds carry greater risk, but offer potential for significant pick-up in yield to bonds from developed markets

  • October 9, 2018 October 9, 2018
  • 09:00