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2014 CIFPs annual conference

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, 2014

CIFPs 2014: Discussing estate planning risks with clients

Christy 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.

  • June 13, 2014 December 15, 2017
  • 08:30

List your value to clients

When your clients completely understand your services, your perceived value to them increases

  • June 11, 2014 June 11, 2014
  • 10:40

Planning to work is not a retirement plan

Many clients may be unable to work through their golden years

  • June 10, 2014 June 10, 2014
  • 16:50

Planners should keep pushing for official recognition: List

The FPSC is urging individual financial planners to get involved in lobbying for recognition as a profession

  • June 10, 2014 June 10, 2014
  • 15:40

CIFPs 2014: Critical issues and deadlines for clients

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.

  • June 10, 2014 January 21, 2018
  • 14:15

Testamentary trusts still valuable tools

Despite tax changes, these trusts can be useful in certain estate planning scenarios

  • June 10, 2014 June 10, 2014
  • 12:30

CIFPs 2014: The evolution of the investment industry and professional standards

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.

  • June 9, 2014 December 19, 2017
  • 17:00

Canadians unprepared for living longer

Advisors can help clients consider additional risks as they approach retirement

  • June 9, 2014 June 9, 2014
  • 15:35

Qualify prospects with LinkedIn advanced search

Five tips for a successful advanced search

  • June 9, 2014 December 19, 2017
  • 15:30

IIROC, OBSI discuss compensation refusals

Talks are meant to ensure OBSI remains a dispute resolution resource investors can trust

  • June 9, 2014 December 19, 2017
  • 12:30