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A sudden surge in the VIX in early February led to the termination of certain exchange-traded products — and a harsh lesson for many investors

  • March 1, 2018 February 2, 2019
  • 00:19

New disclosure rules from CLHIA draw complaints

  • February 15, 2018 February 14, 2019
  • 00:21

With a background in accounting and the mutual fund business, Prem Malik provides a wide range of services to his clients. He believes in listening to each client's story - and revisiting that story frequently

  • February 5, 2018 January 31, 2019
  • 00:10

New disclosure for seg funds to be aligned with mutual funds’ rules?

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

You are required to have a plan in place should your business be disrupted by a natural or unnatural disaster, such as a storm, fire or cyberattack. Here are some ways to ensure you are prepared

  • December 22, 2017 January 31, 2019
  • 00:50

Look for investment opportunities in a broad range of sectors that focus on older consumers

  • November 14, 2017 February 13, 2019
  • 12:04

Clients seeking to access the value held in their homes during retirement often are faced with a difficult choice: should they sell and downsize, or sell and rent?

  • November 14, 2017 February 13, 2019
  • 00:50

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

  • October 27, 2017 January 31, 2019
  • 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 February 13, 2019
  • 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 February 13, 2019
  • 00:50