Consulting Insights | CI Global Asset Management

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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, they'll cover key financial topics and trends that impact


    • Jun 10, 2022 LATEST EPISODE
    • infrequent NEW EPISODES
    • 12m AVG DURATION
    • 39 EPISODES


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    Latest episodes from Consulting Insights | CI Global Asset Management

    Communicating With Clients in Volatile Markets

    Play Episode Play 40 sec Highlight Listen Later Jun 10, 2022 23:07


    How 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.

    clients markets communicating volatile ryan becker
    Tax & Estate Planning for your Two Spouses

    Play Episode Listen Later May 9, 2022 7:46


    estate planning spouses
    How Does the CRA Define Your Relationship?

    Play Episode Listen Later Feb 28, 2022 5:39


    relationships define
    Thinking outside the box - Business growth in a new world

    Play Episode Listen Later Jan 18, 2022 30:54


    new world business growth thinking outside the box practice management ryan becker
    Le 21e anniversaire de votre fiducie familiale: quelles options s'offrent à votre client

    Play Episode Listen Later Dec 17, 2021 8:46


    clients options quelles votre anniversaire familiale
    Financial well-being: more than just the numbers

    Play Episode Listen Later Nov 2, 2021 26:03


    numbers financial practice management ryan becker
    The Perils of Dying Intestate

    Play Episode Listen Later Oct 28, 2021 8:12


    dying perils intestate
    The Graduated Rate Estate, a valuable tax minimization tool

    Play Episode Listen Later Sep 24, 2021 6:15


    tool valuable estate graduated minimization
    In-Trust Accounts: The Basics

    Play Episode Listen Later Sep 8, 2021 8:58


    trust basics accounts
    Relationships Matter - Connecting with clients in a digital world

    Play Episode Listen Later Sep 3, 2021 25:09


    clients connecting digital world practice management relationships matter ryan becker
    The House, The Cottage and the Relationship Breakdown

    Play Episode Listen Later Jul 30, 2021 7:44


    relationships cottages trep
    Client Focused Reforms: Finding the Opportunity Within

    Play Episode Listen Later Jul 21, 2021 19:12


    opportunities clients focused reforms ryan becker
    Women and Money

    Play Episode Listen Later Jun 16, 2021 29:43


    women and money ryan becker
    Stock option plans and new proposed rules

    Play Episode Listen Later May 14, 2021 8:11


    proposed stock options
    Les options d'achat d'actions et les nouvelles règles proposées

    Play Episode Listen Later May 14, 2021 9:09


    options propos les nouvelles
    Le budget fédéral 2021 vise de faciliter l'accès au crédit d'impôt pour personnes handicapées

    Play Episode Listen Later May 13, 2021 5:54


    budget handicap personnes vise faciliter
    The disability tax credit, federal budget provides planning opportunities for thousands of Canadians

    Play Episode Listen Later May 13, 2021 4:14


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    Prospecting Through the Pandemic

    Play Episode Listen Later Apr 26, 2021 38:40


    pandemic prospecting ryan becker
    RRSPs, RRIFs and Withholding Taxes at Death

    Play Episode Listen Later Apr 14, 2021 5:25


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    REER, FERR et retenues d'impôt au décès

    Play Episode Listen Later Apr 14, 2021 6:25


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    Transfer of US based retirement plans to Canada

    Play Episode Listen Later Apr 8, 2021 8:27


    canada retirement plans us based
    Transfert des régimes de retraite américains

    Play Episode Listen Later Apr 8, 2021 10:41


    retraite transfert
    Émigrer du Canada

    Play Episode Listen Later Jan 14, 2021 9:14


    du canada trep migrer
    Emigrating from Canada

    Play Episode Listen Later Jan 14, 2021 8:32


    canada emigrating trep
    Les produits enregistrés et la désignation des bénéficiaires? Le tribunal crée des devoirs pour les conseillers

    Play Episode Listen Later Nov 10, 2020 7:11


    produits enregistr devoirs conseillers le tribunal trep
    Registered products and beneficiary designation? Court creates homework for Advisors

    Play Episode Listen Later Nov 10, 2020 5:25


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    Transferring US based retirement plans up to Canada

    Play Episode Listen Later Oct 20, 2020 10:48


    canada transferring retirement plans us based trep
    Transfert d'un régime de retraite américain au Canada

    Play Episode Listen Later Oct 20, 2020 10:23


    retraite au canada transfert trep
    Long-Term Care and the Principal Residence Exemption

    Play Episode Listen Later Sep 15, 2020 7:32


    principal residence long term care exemption trep
    Soins de Longue Durée et Exemption pour Résidence Principale

    Play Episode Listen Later Sep 15, 2020 9:02


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    Transferring your cottage to the next generation

    Play Episode Listen Later Jul 31, 2020 5:39


    next generation cottages transferring trep
    Transférer votre chalet à la prochaine génération

    Play Episode Listen Later Jul 31, 2020 5:40


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    Planification de la relève et la maison de vacances

    Play Episode Listen Later Jul 14, 2020 7:26


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    Succession planning and the vacation home

    Play Episode Listen Later Jul 8, 2020 5:39


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    Puis-je demander la déduction de mes frais de bureau à domicile dans ma déclaration de revenus?

    Play Episode Listen Later Jul 6, 2020 7:06


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    Can I Claim my Home Office Expenses on my Tax Return?

    Play Episode Listen Later Jun 26, 2020 6:28


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