Gifts | Investment Executive https://www.investmentexecutive.com/tag/gifts/ Canada's news source for financial professionals Mon, 03 Nov 2025 18:57:48 +0000 en-US hourly 1 https://wordpress.org/?v=6.8.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Gifts | Investment Executive https://www.investmentexecutive.com/tag/gifts/ 32 32 Reps’ court-side seats breach gift limits: FINRA https://www.investmentexecutive.com/news/reps-court-side-seats-breach-gift-limits-finra/ Mon, 03 Nov 2025 18:57:48 +0000 https://www.investmentexecutive.com/?p=524378 Wholesalers allegedly provided reps with valuable tickets

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]]> FINRA proposes gift limit increase https://www.investmentexecutive.com/news/from-the-regulators/finra-proposes-gift-limit-increase/ Fri, 30 May 2025 21:06:32 +0000 https://www.investmentexecutive.com/?p=511173 SRO aims to ease compliance, adjust limit to inflation

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]]> Homebuyers lean on family to fund down payments https://www.investmentexecutive.com/news/research-and-markets/homebuyers-lean-on-family-to-fund-down-payments/ Tue, 25 Jun 2024 18:17:34 +0000 https://www.investmentexecutive.com/?p=488391 Gifts to support home purchases rising alongside home prices, CIBC says

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]]> B.C. court rules on limits to powers of attorney https://www.investmentexecutive.com/news/from-the-regulators/b-c-court-rules-on-limits-to-powers-of-attorney/ Tue, 18 Jun 2024 19:40:34 +0000 https://www.investmentexecutive.com/?p=487969 Gift to son denied, as it wasn't specifically set out in POA

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]]> Gift or loan? Court case shows importance of documenting intentions https://www.investmentexecutive.com/newspaper_/comment-insight/gift-or-loan-court-case-shows-importance-of-documenting-intentions/ Mon, 28 Aug 2023 04:06:00 +0000 https://www.investmentexecutive.com/?p=470330 Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift

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]]> Special thanks https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/special-thanks/ Fri, 23 Nov 2018 05:12:00 +0000 https://www.investmentexecutive.com/?p=359384 The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year

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]]> Court case reveals risks in gifting assets https://www.investmentexecutive.com/newspaper_/news-newspaper/court-case-reveals-risks-in-gifting-assets/ Thu, 01 Mar 2018 00:14:00 +0000 https://www.investmentexecutive.com/?p=347321 Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

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]]> Canadian baby boomers planning to gift inherited assets: CIBC poll https://www.investmentexecutive.com/news/research-and-markets/canadian-baby-boomers-planning-to-gift-inherited-assets-cibc-poll/ Thu, 27 Jul 2017 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-baby-boomers-planning-to-gift-inherited-assets-cibc-poll/ Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning

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]]> Choosing the right gift could be easier than you thought https://www.investmentexecutive.com/building-your-business/client-communications/choosing-the-right-gift-could-be-easier-than-you-thought/ Thu, 01 Dec 2016 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/choosing-the-right-gift-could-be-easier-than-you-thought/ A museum pass may be appreciated, but that simple scented candle just might do the trick

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]]> Choosing the right client gift https://www.investmentexecutive.com/building-your-business/client-communications/choosing-the-right-client-gift/ Wed, 30 Nov 2016 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/choosing-the-right-client-gift/ Give them something that strikes an emotional chord

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