Gifts – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 25 Jun 2024 18:17:34 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Gifts – Investment Executive https://www.investmentexecutive.com 32 32 Homebuyers lean on family to fund down payments https://www.investmentexecutive.com/news/research-and-markets/homebuyers-lean-on-family-to-fund-down-payments/ Tue, 25 Jun 2024 18:17:34 +0000 https://www.investmentexecutive.com/?p=488391 Gifts to support home purchases rising alongside home prices, CIBC says

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]]> B.C. court rules on limits to powers of attorney https://www.investmentexecutive.com/news/from-the-regulators/b-c-court-rules-on-limits-to-powers-of-attorney/ Tue, 18 Jun 2024 19:40:34 +0000 https://www.investmentexecutive.com/?p=487969 Gift to son denied, as it wasn't specifically set out in POA

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]]> Gift or loan? Court case shows importance of documenting intentions https://www.investmentexecutive.com/newspaper_/comment-insight/gift-or-loan-court-case-shows-importance-of-documenting-intentions/ Mon, 28 Aug 2023 04:06:00 +0000 https://www.investmentexecutive.com/?p=470330 Property transferred to an adult child is presumed to be in trust unless proven it was intended as a gift

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]]> Special thanks https://www.investmentexecutive.com/newspaper_/building-your-business-newspaper/special-thanks/ Fri, 23 Nov 2018 05:12:00 +0000 https://www.investmentexecutive.com/?p=359384 The holiday season is a good time to express gratitude to your clients. Here are some tips to help ensure your event - or gift - resonates throughout the year

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]]> Court case reveals risks in gifting assets https://www.investmentexecutive.com/newspaper_/news-newspaper/court-case-reveals-risks-in-gifting-assets/ Thu, 01 Mar 2018 00:14:00 +0000 https://www.investmentexecutive.com/?p=347321 Setting up a trust or buying an insurance policy could offer protection for clients' families without putting assets at risk

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]]> Canadian baby boomers planning to gift inherited assets: CIBC poll https://www.investmentexecutive.com/news/research-and-markets/canadian-baby-boomers-planning-to-gift-inherited-assets-cibc-poll/ Thu, 27 Jul 2017 15:50:00 +0000 https://www.investmentexecutive.com/uncategorized/canadian-baby-boomers-planning-to-gift-inherited-assets-cibc-poll/ Gifting money not only helps children or grandchildren get established, it also offers significant opportunities for tax and estate planning

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]]> Choosing the right gift could be easier than you thought https://www.investmentexecutive.com/building-your-business/client-communications/choosing-the-right-gift-could-be-easier-than-you-thought/ Thu, 01 Dec 2016 17:20:00 +0000 https://www.investmentexecutive.com/uncategorized/choosing-the-right-gift-could-be-easier-than-you-thought/ A museum pass may be appreciated, but that simple scented candle just might do the trick

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]]> Choosing the right client gift https://www.investmentexecutive.com/building-your-business/client-communications/choosing-the-right-client-gift/ Wed, 30 Nov 2016 17:00:00 +0000 https://www.investmentexecutive.com/uncategorized/choosing-the-right-client-gift/ Give them something that strikes an emotional chord

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]]> Choose gifts that resonate with your clients https://www.investmentexecutive.com/building-your-business/client-communications/choose-gifts-that-resonate-with-your-clients/ Fri, 02 Sep 2016 15:15:00 +0000 https://www.investmentexecutive.com/uncategorized/choose-gifts-that-resonate-with-your-clients/ When you achieve a certain level of trust, clients become more willing to tell you what’s going on in their lives

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]]> A new level of client gift-giving https://www.investmentexecutive.com/building-your-business/client-communications/a-new-level-of-client-gift-giving/ Thu, 01 Sep 2016 16:00:00 +0000 https://www.investmentexecutive.com/uncategorized/a-new-level-of-client-gift-giving/ A bank’s campaign demonstrates the importance of knowing your clients

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