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CIFPs National Conference 2016

Investment Executive heads to Orlando, Fla. to report from the 14th annual national conference of the Canadian Institute of Financial Planners (CIFPs). The conference runs from May 18 to 21. Photo copyright: rabbit75123/123RF.

May 26, 2016

CIFPs 2016: Knowing values key to a fulfilling retirement

Vickie Townson, founder, midlife coach, Life’s New Chapter Coaching, explains that helping clients know their core values is essential to a fulfilling retirement. She discusses how one powerful question helps clients identify their values.

  • May 26, 2016 November 9, 2019
  • 16:40

PlanPlus announces Canada National Financial Planning Awards winners

Conrad Toner, founder of True North Retirement Counsel in Peterbrough, Ont., honoured

  • May 25, 2016 November 9, 2019
  • 17:00

CIFPs 2016: Key highlights from the 2016 Fidelity Retirement Survey

Peter Bowen, vice president, tax and retirement research, Fidelity Investments Canada, discusses the top three highlights from the 2016 Fidelity Retirement Survey, which reveal surprising trends in seniors’ finances and lifestyles.

  • May 25, 2016 November 9, 2019
  • 13:20

CIFPs 2016: Three strategies for successful investing in retirement

Robert Armstrong, vice president, head of managed solutions, BMO Global Asset Management Inc., discusses three investment strategies for retired clients that provide a smoother return stream, low volatility and downside protection.

  • May 24, 2016 November 9, 2019
  • 14:15

Not reporting an E&O claim could have negative consequences

Insurance representatives who spoke at the CIFPs conference last week recommend that you need to open with your insurer to get all the possible help you may need

  • May 24, 2016 November 9, 2019
  • 09:35

BMO upbeat on U.S., Canadian growth

Consumer spending and housing market driving U.S. economy

  • May 20, 2016 November 9, 2019
  • 14:15

Succession: Seller beware

Vetting the buyer of your practice should be a key component of your exit plan

  • May 20, 2016 November 9, 2019
  • 11:00

Guide clients through key retirement decision

Deciding where to live in retirement is a matter of identifying priorities

  • May 20, 2016 November 9, 2019
  • 09:15

CIFPs 2016: U.S. tax issues and cross-border clients

Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to pay U.S. taxes.

  • May 20, 2016 November 9, 2019
  • 08:00

Emerging geopolitical issues to impact clients’ investments

Investors should be paying attention mostly to the U.K., the EU and emerging economies for various reasons, expert says

  • May 20, 2016 November 9, 2019
  • 05:30