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Consulting Insights | CI Global Asset Management
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Consulting Insights | CI Global Asset Management

Author: 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 both investors and advisor practices.
41 Episodes
When an RRSP or RRIF annuitant dies, tax implications at that time depend on the residential status of the annuitant. This podcast discusses the implications when the plan annuitant is a non-resident of Canada with specific references to differences in withholding taxes when the annuitant is a non-resident vs a Canadian resident, when and how a Canadian tax return plays a role and tax-deferred rollover opportunities when the plan beneficiary is a spouse, common-law partner or financially dependent child.
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.
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