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  • N/A
    Credits
    Ongoing Activity

    A Potpourri of Retirement Plans: Implications from a Tax and Estate Planning Perspective

    CI Investments

    This session offers an update and review of tax planning opportunities surrounding retirement plans, including: - Strategies for the transfer of U.S. retirement plans (IRAs and 401(k)) to Canadian ...

  • $70.00
    Credits
    Vernon

    Conduct a Value War, Not a Price War

    CI Investments

    This presentation focuses on Regulatory Reform, transparency and creating trust and being honest with your clients.

  • N/A
    Credits
    Ongoing Activity

    Fraud, Cyber Security and Your Practice - What's Still to Come?

    CI Investments

    It is estimated that over 40% of adults who use the Internet have fallen victim to malware, viruses, hacking, scams, fraud, and theft. One out of every three Canadians has been a victim of financial ...

  • N/A
    Credits
    Webcast/various

    Global Real Estate Securities Investment Review and Outlook

    CI Investments

    An outlook on the global real estate market and how the presenter's team is positioned to take advantage of market opportunities while managing risk. ** Please note that attached presentation ...

  • $70.00
    Credits
    Ongoing Activity

    Impact of 2017 Tax Changes to Estate Planning Strategies

    CI Investments

    This presentation provides information on how upcoming government proposed changes to the tax system could affect client's insured annuities/pension plans. ...

  • $70.00
    Credits
    Vernon

    Investing With a Proven Thought Leader

    CI Investments

    This presentation explains who the CI Investment Consuting Team is and what they do to best serve their client.

  • N/A
    Credits
    Mississauga

    Investment Practice Succession: Logistical, Legal and Tax Implications

    CI Investments

    A presentation discussing getting the most out of buying or selling an advisory practice by understanding the tax and legal impacts.

  • $70.00
    Credits
    Vernon

    Know Your Enemy

    CI Investments

    This presentation highlights the strategies and products used by of some of Assante's competitors as well as the approach used with their clients compared against Assante's own. ...

  • N/A
    Credits
    Ongoing Activity

    Seniors as Clients - It's Not Just About Capacity Anymore

    CI Investments

    We are all aware that the Canadian demographic is aging. Outside of the issue of capacity, you will also need to be aware of the issue of elder abuse. This can take the form of physical, physiological ...

  • $17.50
    Credits
    Ongoing Activity

    Stronger Together Roadshow

    CI Investments

    Outlining the services and technology used/offered by Assante Wealth Management.

  • $70.00
    Credits
    Ongoing Activity

    The Force Awakens: Success Strategies for a New Age

    CI Investments

    Outlining business strategies moving forward into the future.

  • $70.00
    Credits
    Ongoing Activity

    Updates and Insights

    CI Investments

    A brief update of CI Investment updates, strategies & performance as well as a recap of market performance.

  • N/A
    Credits
    Ongoing Activity

    When the Going Gets Tough - The Tough Get Growing

    CI Investments

    Experts say that if a business is not growing, it's shrinking. Most advisors instinctively understand this concept of a growth imperative, but despite this, many still treat growth as a luxury rather ...

Showing 1 - 13 of 13 total records