40 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.

    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
    How Does the CRA Define Your Relationship?

    How Does the CRA Define Your Relationship?

    • 5 min