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Five tips for organizing a family meeting

Families that gather to discuss estate goals increase the likelihood of a successful wealth transfer

  • By: Leah Golob
  • August 25, 2017 December 14, 2017
  • 11:30

How mature students can fund post-secondary education

Students can take advantage of tuition tax credits to reduce their tax burden

Contributing to post-secondary tuition builds confidence: poll

Contributing to post-secondary tuition builds confidence: poll

College or university students who pay at least 75% of their schooling costs feel more confident in financial decision-making and budgeting

  • By: Leah Golob
  • August 16, 2017 December 14, 2017
  • 12:50

Having a direct beneficiary could cause problems for wealthy clients

Naming a second spouse or a grandchild as the direct beneficiary of an account could lead to various unintended consequences

Bridging the financial planning gap

Most advisors offer financial planning, but only about half of clients have a plan

Three key estate-planning questions

Discussing these issues can save your clients trouble in the long run

Helping millennials start saving

Helping millennials start saving

Young clients may be too busy having a good time to worry about saving for retirement, but you can plant the seed

Risks faced by retired clients

Risks faced by retired clients

Longevity and unexpected health-care costs could derail many clients’ plans

Risks faced by retired clients

Helping clients understand the “good” side of risk

Without some risk, adequate returns over the long term are unlikely

Last-minute RRSP tips

Last-minute RRSP tips

Don’t be just an order taker; discuss overall strategy with your clients

Help clients understand financial planning

Help clients understand financial planning

Use visual tools to tell your story and show the power of compounding

Five retirement myths

Misconceptions about debt and home equity can give clients a false sense of security

Contributing to post-secondary tuition builds confidence: poll

Solving the education puzzle

Can your clients help their children without endangering their own retirement?

Middle-income Canadians face sizeable debt burden: StatsCan

Helping your clients reduce debt

Encourage them to find ways to lower expenses and set a clear plan

Estate planning: Common issues to look out for

Estate planning: Common issues to look out for

Clients are likely to appreciate having potential problems flagged

Initiating the estate planning conversation

Failure to plan can leave families with messy problems after clients pass away

Get your clients to control holiday spending

You can help them stay on track and avoid spending more than they can afford

How to help clients with unstable incomes

How to help clients with unstable incomes

Show those who work in freelance nation that it’s still possible to save

Millennials: Keeping goals in sight

You can motivate young clients to save, even in the face of massive student debt

Support of adult children is impacting boomers’ finances

The boomerang effect

Millennials may need financial help from their parents, but they also need to learn lessons in order to gain independence

Helping clients understand CI insurance

Ask if they can afford the costs of being critically ill

Three new yearend tax tips for 2016

Three new yearend tax tips for 2016

In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…

How the U.S. election outcome may impact your American clients

How the U.S. election outcome may impact your American clients

In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…