Why the industry needs more female advisors.
Advisors can help clients build confidence.
Advisors can help clients with debt and long-term goals.
A different approach to communication and planning can strengthen relationships.
Women may rely more on facts than their guts when making investment decisions.
“Tax planning should be a year-round affair. You want to make sure that you get all your tax affairs in order well before tax season,” advises Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning.
Help your client with timely tax-efficient planning.
Jamie Golombek breaks down the government's priorities