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Golombek: Advisors should take advantage of CRA loan rate
Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, says advisors should be helping clients take advantage of the Canada Revenue Agency’s 1% prescribed loan rate that allows family members to transfer funds to each other and potentially reduce the overall tax burden. The CRA recently announced the loan rate would remain at 1% until at least the end of September 2010. Golombek spoke at the TMX Broadcast Centre in Toronto.
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Help clients minimize their tax liabilities
Duration: 2 min 51
- July 13, 2010 9:21 AM EDT
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Franklin Templeton manager picks the next hot growth sectors
Duration: 4 min 57
Lisa Myers, executive vice president at Templeton Global Advisors Ltd. and lead manager of Templeton Growth Fund Ltd., discusses the fund’s investment strategy and three hot sectors to watch for -- technology, telecommunications and health care. She spoke at the company’s annual Investment...
Health spending accounts an opportunity for advisors
Duration: 6 min 39
Marla Schwartz, president of Benecaid Health Benefit Solutions Inc. talks about the benefits of flexstyle and health spending accounts and how employers can help decrease costs for clients. She spoke at the TMX Broadcast Centre in Toronto.
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Multiple marketplaces bring increased competition and regulatory hurdles
Duration: 4 min 11
Jos Schmitt, CEO of Alpha Trading Systems, and Glenn Goucher, senior vice president, Financial Markets, Montreal Exchange Inc. discuss the benefits and challenges of Canada’s multi-marketplace environment. They spoke at the FPL Canadian Electronic Trading Conference on June 1 in Toronto.
2009 Ride for Diabetes Research appeals to advisors to join
Duration: 1 min 38
Judy Goldring, exec VP, general counsel & COO of AGF Funds Inc., launched the 2009 Toronto Ride for Diabetes Research campaign on June 12. Albany Turner, a 10 year old with type 1 juvenile diabetes, and Aubrey Baillie, chairman for the Juvenile Diabetes Research Foundation, also spoke. The...
Dealers’ Report Card 2009: IE staff discuss results
Duration: 5 min 17
Pablo Fuchs, senior editor of Investment Executive and Clare O’Hara, staff writer, discuss the results of the 2009 Dealers’ Report Card including changes in compensation, average book size and more. They spoke at the TSX Media Centre in Toronto. To read more stories from this year’s...
Manager underlines double-digit growth in Latin America
Duration: 3 min 11
Roberto Nemr, fund manager at Brazilian based Banco Itau and lead portfolio manager of the Excel Latin America Fund, discusses the performance of emerging markets and opportunities in Latin America. He spoke at the Independent Financial Brokers Summit in Toronto on May 26.
How to tell your story to potential clients
Duration: 3 min 13
Simon Reilly, a business coach and founder of Leading Advisor Inc., talks about the 10-second elevator speech and how advisors can develop a parable to engage prospects. He spoke at the Independent Financial Brokers Summit in Toronto on May 26.
Part 2: Avoiding two pitfalls for powers of attorney
Duration: 4 min 32
Arthur Fish, a partner at the law firm Borden Ladner Gervais LP, describes two common difficult circumstances from which advisors can extricate themselves professionally. He spoke at the Independent Brokers Summit in Mississauga, Ont on May 27. (Part 2 of 2)
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