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What Swiss banking can and can’t do for your clients today
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business.
In our third video, Beat Guldimann, author of Inside Swiss Banking and the former president and CEO of UBS Bank Canada, describes the Swiss banking system and what sort of tax and estate planning applications it may have. He spoke with Gavin Adamson of Investment Executive and the TMX Broadcast Centre in Toronto.
Duration: 8 min 23
- July 20, 2010 12:40 PM EDT
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Your investing brain on light, and more mind science
Duration: 9 min 39
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our sixth video, Lisa Kramer, associate...
What clients should know about behavioural finance
Duration: 8 min 55
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our fifth video, Lisa Kramer, associate...
Global regulatory lessons from the Swiss banking industry
Duration: 10 min 11
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our fourth video, Beat Guldimann, author of...
What Swiss banking can and can’t do for your clients today
Duration: 8 min 23
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our third video, Beat Guldimann, author of...
Otar on GMWBs: “I’m not against these products”
Duration: 12 min 09
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our second video, Jim Otar, an...
Why Monte Carlo simulators don’t work, and how to fix them
Duration: 9 min 59
Innovative Minds: Investment Executive presents a series of videos featuring visionary Canadians whose ideas have contributed significantly to the financial services industry generally and to how financial advisors conduct their business. In our first video, Jim Otar, an advisor...
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