Wealth management

Estate Planning

Don’t delay planning

Clients should simultaneously grow estates and outline wealth transfers

June 16, 2014

7 min read

Industry

Many Canadians invest in hobbies

More than half of Canada’s wealthy participate in hobby investing.

By Staff |June 13, 2014

2 min read

Planning and Advice

Clients should pay for kids’ homes: Golombek

Rich clients should pay off their children’s mortgages, says CIBC tax and estate planner Jamie Golombek.

By Jessica Bruno |June 12, 2014

2 min read

Industry

Help clients erase debts before retirement

Most Canadians expect to erase their debts by age 53.

By Staff |June 9, 2014

1 min read

Planning and Advice

The ABCs of cash flow planning: W is for Written

Each week, we look at the ABCs of cash flow management.

|June 9, 2014

2 min read

Planning and Advice

Prepare clients for a big inheritance

"I'm 25 and I've just inherited $5 million. How should this influence my life plan?"

By Staff |May 16, 2014

1 min read

Industry

A look at investment styles

In 2013, investors chose value over growth stocks.

By Staff |May 15, 2014

2 min read

Industry

6 ways to improve your services

Too many advisors focus on returns and revenue.

May 14, 2014

3 min read

Planning and Advice

2 rebalancing traps to avoid

Rebalancing can help investors tap into alpha, but people can overdo it.

By Melissa Shin |May 13, 2014

2 min read

Planning and Advice

The ABCs of cash flow planning: R is for Review

Each week, we look at the ABCs of cash flow management.

|May 5, 2014

3 min read

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