Consulting Insights | CI Global Asset Management
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.
Episodes
41 episodes
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 differ...
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7:39
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.
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23:07
Le budget fédéral 2021 vise de faciliter l’accès au crédit d’impôt pour personnes handicapées
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5:54