Refine list by
Type
Author/Interviewer
  A (10)
    Al Emid (2)
  B (46)
    Ben Rose (1)
  C (56)
  D (35)
  E (2)
  F (54)
  G (7)
  H (8)
  I (1903)
  J (282)
    Jim Otar (1)
    Jim Ruta (5)
  K (14)
  L (30)
  M (162)
  N (8)
  O (5)
  P (20)
  R (47)
  S (39)
  T (30)
  V (2)
  W (3)
  1. Craig Wong
    It’s important for clients to understand the opportunities they have from a tax planning perspective, but not to let tax decisions override everything else
  2. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, discusses how proposed changes to the U.S. estate tax could affect high net-worth Canadians.
  3. Eva Sachs
    Eva Sachs, a certified divorce financial analyst with Mutual Solutions Inc. in Toronto, discusses telltale signs that a couple may be considering divorce, and how advisors can persuade clients to share this information with them.
  4. IE Staff
    Help clients overcome the fear of running out of money
  5. Eva Sachs
    Eva Sachs, a certified divorce financial analyst with Mutual Solutions Inc. in Toronto, outlines options, such as mediation or lawyer negotiation, advisors can share with clients navigating separation or divorce.
  6. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, helps advisors get ready for yearend tax planning.
  7. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, explains that the federal government’s evolving proposals to change corporate tax structures highlight RRSPs and TFSAs as smart strategies for business owners.
  8. IE Staff
    Playing by the new rules
  9. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, reviews some of his major yearend tax planning tips in this free webinar
  10. Dan Richards
    Important estate planning changes impacting trusts, longevity planning and tax structures