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  1. IE Staff
    Questions to discuss with clients this December
  2. Leah Golob
    Here are some tips you could share with your clients if they need to make changes to their tax returns or file an objection
  3. Greg Newman
    Greg Newman, senior wealth advisor, director and portfolio manager at Newman Group, Scotia Wealth Management, explains two wealth preservation strategies that are key to successful holistic financial planning for affluent clients.
  4. Natixis Investment Managers
    The relentless flow of economic and market news makes it crucial for advisors to rise above the “noise” when managing their clients’ portfolios.
  5. Greg Newman
    Greg Newman, senior wealth advisor, director and portfolio manager at Newman Group, Scotia Wealth Management, explains that although rate of return is important, advisors must remind clients that a comprehensive financial plan is the key strategy for building long-term wealth.
  6. 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.
  7. IE Staff
    Help clients overcome the fear of running out of money
  8. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, helps advisors get ready for yearend tax planning.
  9. IE Staff
    Playing by the new rules
  10. Natixis Investment Managers
    This Partner Report from Natixis Investment Managers explores insights that can help reframe how advisors view active management.