Refine list by
- Key is understanding — not judging — spending patterns to help with retirement savings
- Clients may not realize they are risk-averse until markets become volatile
- Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
- Bev Evans, director, wealth management, investment advisor, Richardson GMP, lists eight difficult questions you must ask your clients for quality financial planning and retention. She spoke at the 2014 Radius Practice Management and Retirement Summit in Toronto.
- Athletic and artisitic activities can cost thousands per year
- In part three of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce’s wealth advisory services division in Toronto, counsels advisors to use income-splitting for tax savings now, since the prescribed rate as dropped back down to 1% as of January. He explains how to implement income-splitting strategies.
- Special FeatureIn this three-part video series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, outlines tax saving strategies for your clients.
- ArticleThree issues to consider when older clients get divorced
- Asking about real-life events can strike a chord
- In part two of a three-part series, Jamie Golombek, managing director of tax and estate planning with Canadian Imperial Bank of Commerce's wealth advisory services division in Toronto, explains how to help clients by implementing charitable tax-gain donating throughout the year, and not waiting until year-end. Watch for part three on February 19.