Unlocking locked-in accounts
If your client leaves an employer that offered a defined-benefit pension plan, the client may have options for handling the assets in that plan. Some…
- By: Dwarka Lakhan
- November 11, 2016 November 9, 2019
- 00:50
Latest news in Special Reports
Be cautious with DB plans
Some advisors forecast a range of outcomes for clients with private-sector DB plans, ranging through full benefits to partial reduction of benefits to a complete…
- By: Dwarka Lakhan
- November 11, 2016 November 9, 2019
- 00:50
Start young, grow big
Persuading millennial clients to start saving for retirement while they're young can be difficult. But even small, regular amounts can add up impressively over decades
- By: Wendy Cuthbert
- November 11, 2016 November 9, 2019
- 00:50
Breaking open that other piggybank
In an ideal world, retirees would not need to use home equity to fund their retirement. But, for many people, their homes will be their…
- By: Catherine Harris
- November 11, 2016 November 9, 2019
- 00:50
Managing debt in retirement
Many Canadian seniors are carrying significant debt and they don't appear to be too worried about it. In some cases, your role may be to…
- By: Fiona Collie
- November 11, 2016 November 9, 2019
- 00:50
Impact of pension changes
The full effects of the federal Liberals' proposed expansion of the Canada Pension Plan will not be felt for years to come. Both benefits and…
- By: James Langton
- November 11, 2016 November 9, 2019
- 00:50
Insurance industry must step up succession planning efforts
Although 90% of advisors feel they have an obligation to their clients to create a succession plan, only 19% of advisors have a succession plan…
- By: Megan Harman
- November 2, 2016 November 9, 2019
- 17:00
Greater transparency a positive for advisors
With investors being more informed, they are less likely to sue their advisors if their investments go south
- By: Megan Harman
- November 2, 2016 November 9, 2019
- 13:10
Most Canadians not aware of yearend tax strategies, CIBC poll finds
And with most Canadians avoiding the topic of taxes until the New Year, now is an opportune time for advisors to help clients take advantage…
- By: Tessie Sanci
- November 2, 2016 November 9, 2019
- 11:40
FSCO finds life insurance agents failing to meet their regulatory responsibilities
The provincial regulator’s recent examinations of life insurance agents revealed several gaps in compliance, especially as they relate to disclosure
- By: Megan Harman
- November 1, 2016 November 9, 2019
- 13:40
Helping clients with registered accounts
Other financial priorities make contributing to these accounts difficult for some clients
- By: Tessie Sanci
- October 31, 2016 November 9, 2019
- 23:55
Key steps to mentorship success
Developing a process that will underpin the relationship between mentor and mentee can help the partnership flourish
- By: Tessie Sanci
- October 31, 2016 November 9, 2019
- 15:00
Regulators divided over best interest standard
In the final video of a six-part series on regulatory changes, Dan Richards, CEO, Client Insights and Lynn McGrade, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Lynn McGrade
- October 28, 2016 November 9, 2019
- 12:00
Finding the right mentor
A well-suited mentor is not necessarily someone who is more experienced than you, and he or she may even be in a different industry
- By: Tessie Sanci
- October 28, 2016 November 9, 2019
- 11:30
The growing value of mentorship
Mentoring has many benefits for both junior advisors establishing their careers and senior advisors striving to keep up with changes in the industry
- By: Tessie Sanci
- October 27, 2016 November 9, 2019
- 09:30
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
Regulators propose dramatic expansion of KYP requirements
In part five of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights and Rebecca Cowdery, partner at Borden Ladner Gervais LLP,…
- By: Dan Richards, Rebecca Cowdery
- October 24, 2016 November 9, 2019
- 05:30
Regulators propose restrictions on titles and designations
In part four of a six-part video series on regulatory changes, Dan Richards, CEO, Client Insights, speaks with Lynn McGrade, partner at Borden Ladner Gervais…
- By: Dan Richards, Lynn McGrade
- October 17, 2016 November 9, 2019
- 05:20
What’s new for 2016 yearend tax planning
There are three tax strategies expiring at the end of the year that clients should take advantage of before Dec. 31
- By: Jamie Golombek
- October 17, 2016 November 10, 2019
- 05:00
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
Replay: Yearend Tax Planning 2016
Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips
- By: Jamie Golombek
- October 13, 2016 November 9, 2019
- 09:55
Corporate-class funds are changing
Investors will no longer be able to switch from one fund to another within these structures without potential tax liability, but tax strategies such as…
- By: Jade Hemeon
- October 12, 2016 November 9, 2019
- 23:00
Real estate flips and the CRA
Skyrocketing home prices in Vancouver and Toronto are attracting the attention of the CRA, which is boosting its surveillance of the higher-value transactions to look…
- By: Catherine Harris
- October 12, 2016 November 9, 2019
- 23:00
Assessing the real cost of tax credits
While the Harper government was a strong proponent of tax credits, many experts suggest that these credits cost Canada more than they are worth because…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
A trimmer, more efficient tax system?
Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00