Planning and Advice

Donations with benefits

Anne Brayley speaks with Jamie Golombek, managing director, Tax and Estate Planning at CIBC Private Wealth Management, about philanthropy as part of a wealth management plan.

By Anne Brayley |March 1, 2011

3 min read

Look beyond the quarter-point return

Everyone wants to find extra cash. There is no shortage of articles, webcasts, and conferences discussing investments, the market and how to get the best return. There is also a myriad of tools and calculators available to show people what that extra percentage point can mean 20 years down the road. Bank customers may spend hours searching for the best rate and have been known to switch institutions in order to gain (or save) an extra quarter point. We all know the importance of building and preserving wealth; now, let’s help our clients put this in perspective.

By Elaine Blades |March 1, 2011

6 min read

Virtual roundtable: Best practice model

While some clients like the familiarity of commission-based practices, others are demanding the transparency inherent in a fee-based or fee-only practice.

By Vikram Barhat |March 1, 2011

13 min read

Securing clients for life

A few months ago, two respected money management firms — one bank-owned brokerage and one discretionary investment counsel — made compelling pitches to an ultra-conservative Toronto couple on how they would manage the couple’s $2 million non-registered portfolio.

By Sheila Avari |March 1, 2011

11 min read