Trusts

Raise trust savings and income in a low rate environment Fallback Image Decorative pattern

Industry

Raise trust savings and income in a low rate environment

The Federal Reserve is committed to keeping interest rates at record lows through 2015, but with the right strategy it’s still possible to increase savings and even income from trust accounts, according to John A. Pavela, vice president and senior portfolio manager at BMO Private Bank, and John W. Tinnemeyer, vice president, director and wealth advisor, BMO Private Bank.

By Staff |May 30, 2013

3 min read

All about trusts Fallback Image Decorative pattern

Industry

All about trusts

Trusts are important estate planning tools your clients may benefit from. Use these articles to brush up on your understanding of different types of trusts and whom they’re appropriate for.

By Staff |May 3, 2013

2 min read

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Estate Planning

Trusts are essential to estate planning

More than half of Canadians (55%) have written a will, but very few have included trusts as part of their estate plans, says a new CIBC poll. This is a mistake, since they have countless benefits for your clients.

By Staff |April 24, 2013

3 min read

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Estate Planning

Retirement planning for older parents

Women are more likely to have kids in their late 30s than they are in their early 20s. If clients delay parenthood, how does that impact planning?

By Melissa Shin |April 18, 2013

6 min read