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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, the... more
FAQs about Consulting Insights | CI Global Asset Management:How many episodes does Consulting Insights | CI Global Asset Management have?The podcast currently has 41 episodes available.
November 11, 2022Non-residents and Their RRSPs and RRIFs at DeathWhen 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....more8minPlay
June 10, 2022Communicating With Clients in Volatile MarketsHow 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....more24minPlay
December 17, 2021Le 21e anniversaire de votre fiducie familiale: quelles options s’offrent à votre client...more9minPlay
FAQs about Consulting Insights | CI Global Asset Management:How many episodes does Consulting Insights | CI Global Asset Management have?The podcast currently has 41 episodes available.