Last-minute RRSP tips
Don’t be just an order taker; discuss overall strategy with your clients
- By: Beatrice Paez
- February 22, 2017 October 31, 2019
- 12:30
Latest news in Financial Planning
Help clients understand financial planning
Use visual tools to tell your story and show the power of compounding
- By: Beatrice Paez
- February 15, 2017 October 31, 2019
- 11:40
Five retirement myths
Misconceptions about debt and home equity can give clients a false sense of security
- By: Beatrice Paez
- January 23, 2017 October 31, 2019
- 12:20
Solving the education puzzle
Can your clients help their children without endangering their own retirement?
- By: Beatrice Paez
- January 13, 2017 October 31, 2019
- 12:00
Helping your clients reduce debt
Encourage them to find ways to lower expenses and set a clear plan
- By: Beatrice Paez
- January 12, 2017 October 31, 2019
- 11:50
Estate planning: Common issues to look out for
Clients are likely to appreciate having potential problems flagged
- By: Beatrice Paez
- December 22, 2016 October 31, 2019
- 10:25
Initiating the estate planning conversation
Failure to plan can leave families with messy problems after clients pass away
- By: Beatrice Paez
- December 21, 2016 October 31, 2019
- 12:10
Get your clients to control holiday spending
You can help them stay on track and avoid spending more than they can afford
- By: Beatrice Paez
- December 19, 2016 October 31, 2019
- 12:45
How to help clients with unstable incomes
Show those who work in freelance nation that it’s still possible to save
- By: Beatrice Paez
- December 8, 2016 October 31, 2019
- 10:30
Millennials: Keeping goals in sight
You can motivate young clients to save, even in the face of massive student debt
- By: Beatrice Paez
- November 17, 2016 October 31, 2019
- 11:20
The boomerang effect
Millennials may need financial help from their parents, but they also need to learn lessons in order to gain independence
- By: Beatrice Paez
- November 16, 2016 October 31, 2019
- 10:50
Helping clients understand CI insurance
Ask if they can afford the costs of being critically ill
- By: Dwarka Lakhan
- November 9, 2016 October 31, 2019
- 11:45
An innovative approach to retirement asset allocation
New challenges call for out-of-the-box solutions
- November 3, 2016 November 10, 2019
- 09:00
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,…
- By: Jamie Golombek
- October 26, 2016 November 9, 2019
- 09:25
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,…
- By: Jamie Golombek
- October 20, 2016 October 31, 2019
- 06:00
Significant changes to principal residence exemption
In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group,…
- By: Jamie Golombek
- October 13, 2016 November 9, 2019
- 10:15
The transition to retirement
Help your clients make the shift from accumulating wealth to living on their savings
- By: Beatrice Paez
- October 11, 2016 October 31, 2019
- 14:30
Helping your clients set goals
The first step often is separating unrealistic dreams from attainable objectives
- By: Beatrice Paez
- October 4, 2016 October 31, 2019
- 13:25
Estate disputes: keeping the peace
You can prevent or minimize conflict by holding family meetings and taking the heat for unpopular decisions
- By: Beatrice Paez
- September 21, 2016 October 31, 2019
- 10:50
Help newly wealthy clients make disciplined financial decision
Here are some steps you can take to aid a client who has come into sudden wealth avoid mismanaging his or her newfound fortunes
- By: Beatrice Paez
- September 15, 2016 October 31, 2019
- 09:35
Baseball great Cal Ripken’s lessons for financial planners
The former Baltimore Orioles star and Hall of Famer learned the importance of financial planning early in his career
- By: Grant McIntyre
- September 15, 2016 October 31, 2019
- 09:30
Helping clients through a divorce
You can assist in adjusting their plans and offer perspective
- By: Beatrice Paez
- September 8, 2016 October 31, 2019
- 10:40
After the honeymoon
Help newlywed couples confront difficult issues and make them feel secure in their future
- By: Beatrice Paez
- August 17, 2016 October 31, 2019
- 09:50
Why responsible investing matters to millennials
Many young clients are as interested in a company’s community engagement as they are in returns
- By: Beatrice Paez
- August 12, 2016 October 31, 2019
- 13:10
Moving into responsible investing
Before you start branding yourself as “green” or “RI,” take the time to learn about the issues
- By: Beatrice Paez
- August 11, 2016 October 31, 2019
- 10:45