Home Suzanne Sharma

Should advisors segment their fee structures?

  • July 23, 2012 August 21, 2018
  • 00:00

Long-term interest rates remain historically low, and the U.S. Federal Reserve has no plans to raise rates until 2014.

  • July 23, 2012 August 21, 2018
  • 00:00

In 2008, some advisors dodged client calls to avoid difficult conversations about their failing investments. But not Dirk Hohmann; he suggests calling every single client and discussing all options to make sure they stick with you.

  • July 12, 2012 August 21, 2018
  • 06:00

There are differences between insuring a home and cottage.

  • June 28, 2012 August 21, 2018
  • 10:29

Three quarters of Canadians admit their financial plans don’t account for long-term care, and 55% believe government programs cover the majority of those costs, according to the Canadian Life and Health Insurance Association. That’s not the case. It will cost $1.2 trillion for Canada to provide long-term care to baby boomers, and current government programs […]

  • June 27, 2012 August 21, 2018
  • 06:00

Your wealthy client wants to buy art. But he reads the papers and sees stories about recent high-profile theft cases. So, he wonders, how can he protect himself from purchasing stolen goods? Tell him start by checking free federal databases, including Interpol and the FBI, which keep tallies of what they call “stolen cultural property,” […]

  • June 22, 2012 August 21, 2018
  • 12:04

Canadians have to save significantly less than Americans for retirement because they have lower health care costs.

  • June 21, 2012 August 21, 2018
  • 14:12

Canadian bonds are at an all-time low thanks to investor attention from Europe.

  • June 19, 2012 August 21, 2018
  • 00:00

The Manitoba government has made the decision to amend Bill 39.

  • June 15, 2012 August 21, 2018
  • 12:49

While women are taking charge in the workplace, they continue to lag behind men in financial planning. The gender gap widened in Q1 2012, according to a report by Financial Finesse, an American financial education company.

  • June 14, 2012 September 6, 2018
  • 11:00