Home Dwarka Lakhan

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 February 13, 2019
  • 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 February 13, 2019
  • 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 February 13, 2019
  • 09:00

Demographic trends, a rising middle class and increasing domestic consumption are among the factors that make emerging market increasingly attractive to investors

  • September 25, 2018 February 13, 2019
  • 10:05

The new president of IDC Worldsource Insurance Network is focused on meeting the expanding needs of the MGA's advisors

  • September 21, 2018 February 2, 2019
  • 00:15

Peter Merrick has been writing for as long as he has been a financial advisor. The author of four books and hundreds of articles runs a successful independent practice through which he provides advice to affluent business owners

  • September 21, 2018 January 31, 2019
  • 00:12

After decades of helping clients plan for retirement, do you have a plan of your own?

  • August 24, 2018 February 12, 2019
  • 00:05

Manulife’s exit leaves a big gap

  • June 22, 2018 February 2, 2019
  • 00:15

Advisors and clients are ready for digitized insurance processes, but insurers are slow to adopt new technology

  • May 3, 2018 February 14, 2019
  • 15:23

ETF experts choose sample investments designed to mine international opportunities

  • May 2, 2018 February 14, 2019
  • 00:08