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Consulting Insights | CI Global Asset Management
by CI Global Asset ManagementJoin 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.
Copyright: © 2024 Consulting Insights | CI Global Asset Management
Episodes
Non-residents and Their RRSPs and RRIFs at Death
7m · PublishedWhen 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.
Communicating With Clients in Volatile Markets
23m · PublishedHow 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.
Le 21e anniversaire de votre fiducie familiale: quelles options s’offrent à votre client
8m · PublishedConsulting Insights | CI Global Asset Management has 41 episodes in total of non- explicit content. Total playtime is 8:29:45. The language of the podcast is English. This podcast has been added on October 28th 2022. It might contain more episodes than the ones shown here. It was last updated on February 26th, 2024 07:47.
