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  1. 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.
  2. 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.
  3. 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.
  4. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, helps advisors get ready for yearend tax planning.
  5. George Hartman
    George Hartman, CEO of Market Logics Inc., talks about the ways new technology will profoundly change the business model of financial advisors. Part three of a three-par series, “The technology tsunami: How to ride the tide.”
  6. 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.
  7. George Hartman
    In part two of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how the coming shift in technology will affect the way advisors attract prospects and onboard new clients.
  8. George Hartman
    In part one of a three-part series, “The technology tsunami: How to ride the tide,” George Hartman, CEO of Market Logics Inc., explains how technology will transform every part of a financial advisor’s business, and urges advisors to upgrade technical knowledge now to ensure continuing success.
  9. Ross Kappele
    Ross Kappele, executive vice president, BMO Asset Management and board chairman, Investment Funds Institute of Canada, shares key findings from a recent survey of Canadian investors. He spoke from the IFIC annual leadership conference in Toronto.
  10. Paul Bourque
    Paul Bourque, president and CEO, Investment Funds Institute of Canada, explains why increased disclosure and transparency would be better for mutual fund investors than the proposed ban on embedded commissions. He spoke from the IFIC annual leadership conference in Toronto.