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Federal Budget 2018

Keep on top of all the latest tax changes in this year’s federal budget. Register today for a free webinar with noted tax expert Jamie…

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Yearend tax planning 2017

Jamie Golombek, managing director of tax and estate planning with CIBC Financial Planning & Advice, reviews some of his major yearend tax planning tips in…

Universal Life: Past, Present and Future

Understanding universal life insurance and how it is evolving for the benefit of your clients and your practice

  • By: Jim Virtue
  • March 27, 2017 January 29, 2018
  • 13:00
Industry offers mixed reviews of this year’s federal budget

Federal Budget 2017 – Impacts for your clients

Keep on top of all the latest tax changes in this year's federal budget with noted tax expert Jamie Golombek.

Replay: Tax strategies to enhance retirement income

With returns on traditional fixed-income investments difficult to come by in a low interest rate environment, tax efficiency is becoming an increasingly important component in…

Advisors falling short on providing Canadians tax-planning advice

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

Replay: Identifying Growth Themes in Emerging Markets

As emerging countries continue to mature and expand their domestic economic base, more diversified investment opportunities are becoming available

CI makes portfolio management changes

Replay: Point of Sale comes into force May 30. Make it work for you

Advisors who sell mutual funds face new risk and cost disclosure rules. Learn what you need to know to build client trust — and what…

Replay: Budget 2016 webinar

Keep on top of all the latest tax changes in this year’s federal budget with noted tax expert Jamie Golombek. Register now for this post-budget…

Replay: The potential of permanent life insurance

How your clients can benefit from permanent life insurance, and strategies for selling this type of coverage

  • By: Jim Ruta
  • March 7, 2016 January 29, 2018
  • 15:00

More webinars to come

Stayed tuned for announcements about upcoming Investment Executive webinars.

  • By: IE Staff
  • January 4, 2016 December 15, 2017
  • 10:40

Replay: The realities of retirement

Determining how much is enough, how much is too much, and how fast to spend it in retirement

CRM2: Changing the way advisors and dealers do business (Replay)

Get the most up to date information and guidance on implementing the Client Relationship Model (CRM2), including practical tips, key deadlines and managing the client…

Replay: Year-end tax planning 2015

Jamie Golombek, managing director of tax and estate planning at CIBC Wealth Advisory Services, reviews some of his major year-end tax planning tips

Closing the life insurance coverage gap

Why many Canadians are lacking the protection they need, and how advisors can help

Seven deadly sins of financial web design

Learn why most advisors fail online and how to avoid that pitfall

Budget 2015 webinar

Keep on top of all the latest tax changes in this year’s federal budget with noted tax expert Jamie Golombek

Wealth planning using trusts

A review of the key types of trusts and how they are used in financial planning

Social media: How to connect with clients, while remaining compliant

Find out how to stay on the right side of the regulators while using social media

  • By: Sean Shore
  • February 9, 2015 January 29, 2018
  • 10:30