Investment Executive heads to Halifax to report from the 12th annual national conference of the Canadian Institute of Financial Planners. The theme of this year's event is "Clear the fog from your plan." Here are some highlights from the conference, which runs until June 11.
Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and potential penalties that financial advisors need to discuss with their clients.
Susan Wolburgh Jenah, president & CEO, IIROC, discusses the evolution of the investment regulatory landscape, including how to broach CRM2 with clients, the fiduciary question, and professional standards in Canada.