Search

Search results for: Know Your Client

Barisheff: Dealers Putting Clients’ Retirements in Jeopardy

To download PDF Over time, most investment dealers have implemented misguided policies that will negatively affect their clients’ investment portfolios and their ability to achieve…

Do You Own Your Gold? | Nick Barisheff

Legal Title Is Essential To Precious Metals Ownership To download PDF version Whether you’re buying a brand new BMW or a second hand Range Rover,…

The RRSP Strategies Every Investor In Their 60s Should Know

Jason Heath: These strategies can help reduce tax, increase retirement income and maximize your estate During RRSP season, the attention is focused on long-term retirement…

Have You Divorce-proofed Your Family’s Wealth?

Build, spend, share. That’s the order of things for many prosperous Canadians, who typically work hard for years so they can live well and have…

Preparing Your Portfolio For a Changing Climate as Risks And Opportunities Grow

A growing number of investors concerned about the economic costs of climate change are shifting to greener portfolios in an effort to do their part…

Devastating Losses Are Coming: What Is Your Advisor Doing About It?

I hold financial professionals who recommend monetary gold to their clients in the highest esteem. It is their sage advice that will protect investors from…

5 Reasons to Convince Your Parents to Get Out of Mutual Funds

We’ve all probably met a financial advisor who told us to buy a “balanced mutual fund,” and hard sold their own company’s “top performing” fund….

Newly Wealthy Clients Need Help with Shifting Priorities

Windfall recipients intend to pay off debts and share their newly acquired wealth with friends, family and charity A client who receives a significant sum…

How Much Gold Should I Hold?

To download PDF version of this article I am asked this question often by both investors and advisors, and there is no simple answer. First,…

New Mandatory Risk Rating Is Misleading Canadian Investors

Canadian securities regulators may be putting investors at risk. They implemented a new mandatory risk weighting system in September 2017 based on 10-year Standard Deviation….