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
New disclosure for seg funds to be aligned with mutual funds’ rules?
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
Look for investment opportunities in a broad range of sectors that focus on older consumers
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?
Although some clients consider a joint account as a convenient way to avoid probate fees, this strategy can backfire
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
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.
LOGiQ's exit from the retail business is a result of its inability to become competitive by building scale
Help your clients avoid these common misconceptions and missteps that can put their retirement at risk