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Please select this option to search for activities added within the last 60 days.

  • $70.00
    1 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
    0.5 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
    2 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
    1 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
    1 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
    1 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. ...

  • $17.50
    0.25 Credits
    Ongoing Activity

    Stronger Together Roadshow

    CI Investments

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

  • $70.00
    1 Credits
    Ongoing Activity

    The Force Awakens: Success Strategies for a New Age

    CI Investments

    Outlining business strategies moving forward into the future.

  • $70.00
    0.5 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.

Showing 1 - 9 of 9 total records