A sample disclosure statement
Here is a sample disclosure statement listing the companies I currently represent.
Financial Advisors & Financial Planners in Ontario are Now Regulated, Sometimes.
What is / Who can call themselves a “financial advisor” or “financial planner” in Ontario? Read what the new law says.
Life Insurance Agents in Ontario Aren’t Qualified to Make Recommendations About Life Insurance
Bottom line: Ontario’s new title regulations along with statements on the Financial Service Regulatory Authority of Ontario make one thing abundantly clear . When they license someone to sell life […]
Naoshad Pochkhanawala featured in Globe & Mail Article on Roles Played By Financial Professionals
Thanks to Barbara Balfour and the team at Globe Advisor for featuring me in her Globe & Mail article – Is a financial advisor qualified to be a life coach?
This Is A Retirement Income Guarantee
A retirement income guarantee is: We will give you $x income per month, for life. Or it is – We will give you $x income per month, for life, indexed […]
Naoshad Pochkhanawala was featured in EuroNews – “What is a bear market and should we be worried about a global recession? We ask the experts”
Thanks to Euronews for featuring me in their article “What is a bear market and should we be worried about a global recession? We ask the experts.”
Naoshad Pochkhanawala was Quoted in “Inflation increased at annual rate of 8.6% in May” in Consumer Affairs
Thanks to Mark Huffman for featuring me in his article Inflation increased at annual rate of 8.6% in May on Consumers Affairs.
A Surprisingly Common Estate Planning Mistake Among Ontario Lawyers
I do a lot of financial planning, group benefit & estate planning work with lawyers in Ontario. In discussing their plans I have come across a somewhat unique situation – […]
Seven Simple, Useful, Risk Management Guidelines
Life is fraught with risk – being hit by a bus, losing one’s job or spilling coffee on yourself right before that crucial once in a lifetime meeting. This article […]
Traditional Balanced Funds No Longer Work
What are balanced funds and how are they meant to work? A balanced fund is a fund that has been appropriately diversified between negatively correlated (and sometimes non-correlated) assets. A […]