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  1. Craig Fehr
    Craig Fehr, principal, investment strategist at Edward Jones, outlines seven key predictions for Canadian and international financial markets in 2018.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. Jamie Golombek
    Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, helps advisors get ready for yearend tax planning.
  8. 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.”
  9. 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.
  10. 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.