Gifts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 29 Aug 2023 21:05:01 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Gifts – Investment Executive https://www.investmentexecutive.com 32 32 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

The post Gift or loan? Court case shows importance of documenting intentions appeared first on Investment Executive.

]]> 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

The post Special thanks appeared first on Investment Executive.

]]> 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

The post Court case reveals risks in gifting assets appeared first on Investment Executive.

]]> 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

The post Canadian baby boomers planning to gift inherited assets: CIBC poll appeared first on Investment Executive.

]]> 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

The post Choosing the right gift could be easier than you thought appeared first on Investment Executive.

]]> 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

The post Choosing the right client gift appeared first on Investment Executive.

]]> Choose gifts that resonate with your clients https://www.investmentexecutive.com/building-your-business/client-communications/choose-gifts-that-resonate-with-your-clients/ Fri, 02 Sep 2016 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/choose-gifts-that-resonate-with-your-clients/ When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives

The post Choose gifts that resonate with your clients appeared first on Investment Executive.

]]> A new level of client gift-giving https://www.investmentexecutive.com/building-your-business/client-communications/a-new-level-of-client-gift-giving/ Thu, 01 Sep 2016 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/a-new-level-of-client-gift-giving/ A bank’s campaign demonstrates the importance of knowing your clients

The post A new level of client gift-giving appeared first on Investment Executive.

]]> Getting fit at work https://www.investmentexecutive.com/in-depth_/special-reports/getting-fit-at-work/ Fri, 18 Dec 2015 16:21:00 +0000 https://www.investmentexecutive.com/uncategorized/getting-fit-at-work/ Treadmill desks get you strolling as you answer emails and take phone calls

The post Getting fit at work appeared first on Investment Executive.

]]> Hybrids: The best of both worlds https://www.investmentexecutive.com/in-depth_/special-reports/hybrids-the-best-of-both-worlds/ Thu, 17 Dec 2015 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/hybrids-the-best-of-both-worlds/ Replace your laptop and tablet with one handy device

The post Hybrids: The best of both worlds appeared first on Investment Executive.

]]>