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 both investors and advisor practices.
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Recent Episodes
Nov 11, 2022
Non-residents and Their RRSPs and RRIFs at Death
8 mins
Sep 29, 2022
Communiquer avec les clients dans un marché volatile
13 mins
Jun 10, 2022
Communicating With Clients in Volatile Markets
23 mins
May 9, 2022
Tax & Estate Planning for your Two Spouses
8 mins
Apr 27, 2022
Implementing a KYP Process
27 mins