Discussing money issues with client couples
Helping spouses stay on the same financial page
- By: Dwarka Lakhan
- February 11, 2016 October 31, 2019
- 12:20
Latest news in Financial Planning
Five retirement myths you should dispel
Some conventionally held beliefs can harm your clients
- By: Dwarka Lakhan
- January 28, 2016 October 31, 2019
- 14:00
Use life planning to build deeper relationships
The discovery process never ends as changes occur in clients’ lives
- By: Dwarka Lakhan
- January 21, 2016 October 31, 2019
- 11:30
Help your clients avoid these retirement mistakes
Debt, taxes and potential long-term care expenses must be managed
- By: Dwarka Lakhan
- January 14, 2016 October 31, 2019
- 11:45
Top five retirement-planning mistakes
Help your clients avoid these common pitfalls
- By: Dwarka Lakhan
- January 13, 2016 October 31, 2019
- 12:30
CFP Symposium: Protecting older clients from financial abuse
John Poyser, partner, Tradition Law LLP, Estates and Trusts, explains four steps you must take to protect your client and your practice if you suspect…
- By: John Poyser
- November 25, 2015 November 9, 2019
- 14:51
CFP Symposium: Help emotional clients keep their cool
Moira Somers, a clinical neuropsychologist, professor, financial recovery expert based in Winnipeg, explains practical techniques for bringing clients back to their best and clearest thinking.…
- By: Moira Somers
- November 24, 2015 November 9, 2019
- 07:15
Rethinking Retirement: A growing need for equities
Darren Coleman, senior vice president and portfolio manager at Coleman Wealth/ Raymond James, the challenges of investing in retirement and the need for clients to…
- By: Darren Coleman
- November 23, 2015 November 9, 2019
- 12:00
Help clients stick to a budget
Encouraging clients to live within their means can help them develop healthy financial habits
- By: Leah Golob
- November 10, 2015 October 31, 2019
- 12:00
Preparing clients for a “grey” divorce
When older clients decide to untie the knot, you can provide impartial, money-saving advice
- By: Leah Golob
- October 27, 2015 October 31, 2019
- 09:40
What Liberal tax promises may mean for your clients — and when
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For…
- By: Jamie Golombek
- October 26, 2015 November 9, 2019
- 13:00
When dependent children are a drain on parents’ finances
Many clients’ savings and retirement plans are hampered by their adult kids
- By: Leah Golob
- October 23, 2015 October 31, 2019
- 10:30
Why tax-loss selling is different in 2015
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015.
- By: Jamie Golombek
- October 23, 2015 November 9, 2019
- 10:00
TFSA will outperform corporate investments for most business owners in 2015
Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services, explains that for most incorporated business owners in 2015, investing in a TFSA…
- By: Jamie Golombek
- October 13, 2015 November 9, 2019
- 15:35
Senior clients: Early warning signs of cognitive impairment
Daniel Marson, director, division of neuropsychology, University of Alabama at Birmingham, explains two early forms of diminished financial capacity in older adults that advisors must…
- By: Daniel Marson
- October 8, 2015 October 31, 2019
- 10:50
Three tips for helping clients plan for early retirement
Many clients nearing retirement have no plan to meet unexpected circumstances
- By: Leah Golob
- August 31, 2015 October 31, 2019
- 11:05
How to help debt-burdened clients prepare for retirement
Although many Canadians are focused on debt repayment, there’s much you can do to ensure they take saving for retirement seriously
- By: Leah Golob
- August 19, 2015 October 31, 2019
- 12:30
Four ways to determine a client’s true risk profile
Look beyond the KYC document and clients’ own claims of high risk tolerance
- By: Dwarka Lakhan
- August 7, 2015 October 31, 2019
- 11:25
Three retirement planning mistakes to avoid
“Err on the side that a client may live longer”
- By: Leah Golob
- June 25, 2015 October 31, 2019
- 11:30
Talking to millennial clients about investing
Most young people are looking for financial advice
- By: Leah Golob
- June 2, 2015 October 31, 2019
- 11:35
Three ways to help clients maximize their tax refund
Clients should have a strategy in place when the cheque arrives
- By: Leah Golob
- May 11, 2015 October 31, 2019
- 10:10
Easing client stress over financial planning
Talking about money can trigger negative emotions
- By: Leah Golob
- April 30, 2015 October 31, 2019
- 09:55
Steering an estate with a spousal trust
This type of trust can be especially useful for clients with blended families
- By: Rudy Mezzetta
- April 9, 2015 November 9, 2019
- 14:40
Estate planning with alter-ego and joint partner trusts
For clients 65 and older, these living trusts can provide a number of important advantages
- By: Rudy Mezzetta
- April 8, 2015 November 9, 2019
- 15:00
Navigating the new rules for testamentary trusts
Despite changes to the tax treatment of testamentary trusts, experts say they still have benefits
- By: Rudy Mezzetta
- April 7, 2015 November 9, 2019
- 15:15