Home Dwarka Lakhan

Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire

  • October 27, 2017 October 27, 2017
  • 00:50

Proposed tax changes in the U.S. - such as eliminating estate taxes and lower corporate taxes - could affect some of your wealthy clients, especially U.S. citizens and those who own property in the U.S.

  • October 13, 2017 October 13, 2017
  • 00:50

After Canada's auditor general calls for a more efficient process for tax objections, and following the CRA's survey of accountants and businesses, the agency insists it will get better

  • October 13, 2017 October 13, 2017
  • 00:50

LOGiQ's exit from the retail business is a result of its inability to become competitive by building scale

  • September 21, 2017 December 18, 2017
  • 23:55

Help your clients avoid these common misconceptions and missteps that can put their retirement at risk

  • August 24, 2017 December 18, 2017
  • 23:45

Wellington-Altus is on the hunt for entrepreneurial advisors

  • April 28, 2017 January 18, 2018
  • 00:15

At Mackenzie Financial, there's no "spaghetti cannon" creating all kinds of new products just to see what sticks

  • April 23, 2017 January 19, 2018
  • 23:04

Helping clients meet their financial goals rather than beating benchmarks

  • April 23, 2017 January 19, 2018
  • 23:03

Longevity and unexpected health-care costs could derail many clients’ plans

  • March 15, 2017 August 14, 2018
  • 10:00

Different age groups have different preferences regarding the way you contact them. But don't assume all members of one generation share the same preferences. The key is to know your clients and have a flexible client contact program

  • March 1, 2017 March 12, 2018
  • 00:45