Investment Executive heads to Halifax to report from the 12th annual national conference of the Canadian Institute of Financial Planners. The theme of this year’s event is “Clear the fog from your plan.” Here are some highlights from the conference, which runs until June 11.
June 13, 2014Christy Sandles, senior will and estate planner, Scotiatrust, explains how to discuss the major risks and common errors that can derail a client’s estate plan.
When your clients completely understand your services, your perceived value to them increases
Many clients may be unable to work through their golden years
The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession
Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and potential penalties that financial advisors need to discuss with their clients.
Despite tax changes, these trusts can be useful in certain estate planning scenarios
Susan Wolburgh Jenah, president & CEO, Investment Industry Regulatory Organization of Canada (IIROC), discusses the evolution of the investment regulatory landscape, including how to broach CRM-2 with clients, the fiduciary question, and professional standards in Canada. Jenah spoke at CIFPs 2014 in Halifax.
Advisors can help clients consider additional risks as they approach retirement
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Talks are meant to ensure OBSI remains a dispute resolution resource investors can trust
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