Consulting Insights | CI Global Asset Management
by CI Global Asset Management · 30 episodes
BusinessInvesting
Join CI Global Asset Manangement's Advisor Consulting team as they provide their insights around practice management, tax, financial planning, and more. With over 100 years of combined experience, they'll cover key financial topics and trends that impact both investors and advisor practices.
Latest episodes
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8 min
Non-residents and Their RRSPs and RRIFs at Death
When an RRSP or RRIF annuitant dies, tax implications at that time depend on the residential status of the annuitant. This podcast discusses the implications when the plan annuitan…
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13 min
Communiquer avec les clients dans un marché volatile
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23 min
Communicating With Clients in Volatile Markets
How should you communicate with your clients during volatile markets? Ryan Becker and Claudio Cipolla discuss how you can navigate these conversations proactively, or reactively, w…
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8 min
Tax & Estate Planning for your Two Spouses
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27 min
Implementing a KYP Process
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27 min
High Performing Teams - You Asked, We Answered
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6 min
How Does the CRA Define Your Relationship?
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31 min
Thinking outside the box - Business growth in a new world
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9 min
Le 21e anniversaire de votre fiducie familiale: quelles options s’offrent à votre client
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24 min
High Performing Teams
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26 min
Financial well-being: more than just the numbers
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8 min
The Perils of Dying Intestate
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6 min
The Graduated Rate Estate, a valuable tax minimization tool
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9 min
In-Trust Accounts: The Basics
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25 min
Relationships Matter - Connecting with clients in a digital world
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8 min
The House, The Cottage and the Relationship Breakdown
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19 min
Client Focused Reforms: Finding the Opportunity Within
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30 min
Women and Money
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8 min
Stock option plans and new proposed rules
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9 min
Les options d’achat d’actions et les nouvelles règles proposées