Consulting Insights – From CI Global Asset Management

Consulting Insights – From CI Global Asset Management

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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.

Recent Episodes

  • Non-residents and Their RRSPs and RRIFs at Death

    2 years ago
  • Communiquer avec les clients dans un marché volatile

    2 years ago
  • Communicating With Clients in Volatile Markets

    2 years ago
  • Tax & Estate Planning for your Two Spouses

    3 years ago
  • Implementing a KYP Process

    3 years ago
  • High Performing Teams - You Asked, We Answered

    3 years ago
  • How Does the CRA Define Your Relationship?

    3 years ago
  • Thinking outside the box - Business growth in a new world

    3 years ago
  • Le 21e anniversaire de votre fiducie familiale: quelles options s’offrent à votre client

    3 years ago
  • High Performing Teams

    3 years ago