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Federal Budget 2019: Webinar with Jamie Golombek

Keep on top of all the latest tax changes in Budget 2019. Attend this webinar featuring noted tax expert Jamie Golombek.

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Federal Budget 2018

Keep on top of all the latest tax changes in Budget 2018. Watch this webinar replay with noted tax expert Jamie Golombek.

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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 November 3, 2019
  • 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…

  • By: Peter Bowen
  • November 9, 2016 November 3, 2019
  • 15:40
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 November 3, 2019
  • 15:00

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…

  • By: Susan Silma
  • October 27, 2015 November 9, 2019
  • 10:00

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