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Help clients stick to a budget

Encouraging clients to live within their means can help them develop healthy financial habits

  • By: Leah Golob
  • November 10, 2015 October 31, 2019
  • 12:00

Preparing clients for a “grey” divorce

When older clients decide to untie the knot, you can provide impartial, money-saving advice

  • By: Leah Golob
  • October 27, 2015 October 31, 2019
  • 09:40
What Liberal tax promises may mean for your clients — and when

What Liberal tax promises may mean for your clients — and when

Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For…

When dependent children are a drain on parents’ finances

Many clients’ savings and retirement plans are hampered by their adult kids

  • By: Leah Golob
  • October 23, 2015 October 31, 2019
  • 10:30
Why tax-loss selling is different in 2015

Why tax-loss selling is different in 2015

Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015.

TFSA will outperform corporate investments for most business owners in 2015

TFSA will outperform corporate investments for most business owners in 2015

Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services, explains that for most incorporated business owners in 2015, investing in a TFSA…

Senior clients: Early warning signs of cognitive impairment

Senior clients: Early warning signs of cognitive impairment

Daniel Marson, director, division of neuropsychology, University of Alabama at Birmingham, explains two early forms of diminished financial capacity in older adults that advisors must…

Three tips for helping clients plan for early retirement

Many clients nearing retirement have no plan to meet unexpected circumstances

  • By: Leah Golob
  • August 31, 2015 October 31, 2019
  • 11:05

How to help debt-burdened clients prepare for retirement

Although many Canadians are focused on debt repayment, there’s much you can do to ensure they take saving for retirement seriously

  • By: Leah Golob
  • August 19, 2015 October 31, 2019
  • 12:30

Four ways to determine a client’s true risk profile

Look beyond the KYC document and clients’ own claims of high risk tolerance

Three retirement planning mistakes to avoid

“Err on the side that a client may live longer”

  • By: Leah Golob
  • June 25, 2015 October 31, 2019
  • 11:30

Talking to millennial clients about investing

Most young people are looking for financial advice

  • By: Leah Golob
  • June 2, 2015 October 31, 2019
  • 11:35

Three ways to help clients maximize their tax refund

Clients should have a strategy in place when the cheque arrives

  • By: Leah Golob
  • May 11, 2015 October 31, 2019
  • 10:10

Easing client stress over financial planning

Talking about money can trigger negative emotions

  • By: Leah Golob
  • April 30, 2015 October 31, 2019
  • 09:55

Steering an estate with a spousal trust

This type of trust can be especially useful for clients with blended families

Estate planning with alter-ego and joint partner trusts

For clients 65 and older, these living trusts can provide a number of important advantages

Navigating the new rules for testamentary trusts

Despite changes to the tax treatment of testamentary trusts, experts say they still have benefits

Ease credit score confusion

Help clients build and maintain a good credit rating

Three steps to a philanthropic plan

Helping your clients make the right choices can deepen relationships

A family approach to philanthropy

Establishing a charitable foundation can allow clients to involve their families in their philanthropic goals, and teach their children a sense of responsibility

Navigating new rules on estate donations

Clients can benefit from greater tax-planning flexibility under legislation proposed in the 2014 federal budget

Giving securities for tax savings

When clients donate public securities in kind, rather than giving cash, they can effectively double up on tax benefits

The changing face of retirement

The changing face of retirement

Peter Drake, senior vice president of retirement and economic research at Fidelity Investments Canada, discusses the changing face of retirement and how longer lives and…

  • By: Peter Drake
  • November 7, 2014 October 31, 2019
  • 09:25

Web exclusive: Generating income for clients with bond ETFs

There are a plethora of fixed-income ETFs, ranging from index trackers to more specialized products, that offer benefits such as liquidity and low management fees…

Web exclusive: Rethinking the 4% rule

The assumption that a retired client should withdraw 4% from his or her portfolio annually is losing credibility among advisors and economists