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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 November 3, 2019
  • 10:30