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National securities legislation could be 18 months away

Thomas Hockin, former CEO of the Investment Funds Institute of Canada and chairperson of the Expert Panel on Securities Regulation, discusses potential federal legislation for a single national securities regulation and the outlook for implementation of the new body. He spoke at the CIFPs conference in Halifax on June 9.

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Hockin optimistic about single securities regulator, by Megan Harman

Duration: 2 min 40

June 9, 2009 12:27 PM EDT
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June 16, 2009

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Part 4: Advisor cracks open his fee-based book

Duration: 4 min 04

Terry Ritchie, an advisor and partner at Transition Financial Advisors Group Inc., describes his fee-based book and the revenue growth from various sources for his cross-border business. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 4 of 4)...

June 11, 2009

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CIBC's Golombek: Top five TFSA opportunities

Duration: 3 min 37

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes five ways that your clients can take advantage of Tax Free Savings Accounts. He spoke at the CIFPs conference in Halifax on June 10. For more, see:

Part 3: Overcoming three obstacles to fee-based business

Duration: 3 min 09

Marc Lamontagne, an advisor and principal at Ryan Lamontagne Inc. describes three perceived obstacles to fee-based planning. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 2 of 4) For more, see:

June 10, 2009

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Part 2: Disclosing costs and value of fees to clients

Duration: 3 min 21

Shawn Brayman, president of PlanPlus Inc., argues that advisors can put clients first by offering fee-based plans in conjunction with lower-cost funds, including F-class and ETFs. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 2 of 4) For...

Part 1: How to charge fees, what clients should know

Duration: 5 min 04

John De Goey, an advisor and branch manager at Burgeonvest Securities Ltd., describes various types of fee-based planning, advisors’ fiduciary role and fee-disclosure. He was part of a panel about fee-based planning at the CIFPs conference in Halifax on June 9. (Part 1 of 4) Slow transition...

CEO describes firm's relationship with accountants

Duration: 3 min 12

Ken Rousselle, president and CEO of Professional Investment Services (Canada) Inc. describes the firm's business with accountants, how the arrangement is structured and rules regulating it. He spoke at the CIFPs conference in Halifax on June 10.

June 9, 2009

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National securities legislation could be 18 months away

Duration: 2 min 40

Life policy sale to corporation can be tax efficient

Duration: 3 min 16

James Kraft, an advisor and accountant, discusses a tax-efficient strategy for the sale of a life insurance policy to a corporation, policy valuation and the Canada Revenue Agency’s view on the technique. He spoke at the CIFPs conference in Halifax on June 8.