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  1. Beatrice Paez
    You can motivate young clients to save, even in the face of massive student debt
  2. Beatrice Paez
    Millennials may need financial help from their parents, but they also need to learn lessons in order to gain independence
  3. IE Staff
    Find out how to help retired clients live well — without worry
  4. Peter Bowen
    Tax-saving strategies and innovative investment products can help retired 
clients boost income and keep more of what they make
  5. Dwarka Lakhan
    Ask if they can afford the costs of being critically ill
  6. Natixis Global Asset Management
    New challenges call for out-of-the-box solutions
  7. Jamie Golombek
    In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, discusses a few issues that are new to 2016’s yearend.
  8. Jamie Golombek
    In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, outlines new estate tax proposals from the 2016 U.S. presidential nominees, and the potential impact on your American clients.
  9. IE Staff
    A tax planning toolkit for advisors
  10. Jamie Golombek
    In part one of a three-part series, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, explains how the changes to the principal residence exemption will affect every Canadian.