Latest news in Webinars

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

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