41 episodes

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.

Consulting Insights | CI Global Asset Management CI Global Asset Management

    • Business

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.

    Non-residents and Their RRSPs and RRIFs at Death

    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 annuitant is a non-resident of Canada with specific references to differences in withholding taxes when the annuitant is a non-resident vs a Canadian resident, when and how a Canadian tax return plays a role and tax-deferred rollover opportunities when the plan beneficiary is a spouse, common-law partner or financially dependent child.

    • 7 min
    Communiquer avec les clients dans un marché volatile

    Communiquer avec les clients dans un marché volatile

    • 13 min
    Communicating With Clients in Volatile Markets

    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, with your clients today.

    • 23 min
    Tax & Estate Planning for your Two Spouses

    Tax & Estate Planning for your Two Spouses

    • 7 min
    Implementing a KYP Process

    Implementing a KYP Process

    • 26 min
    High Performing Teams - You Asked, We Answered

    High Performing Teams - You Asked, We Answered

    • 27 min

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