CIBC Financial Planning and Advice – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Mon, 06 Mar 2023 21:42:59 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png CIBC Financial Planning and Advice – Advisor's Edge https://phoenix.advisor.ca 32 32 Different Approach to Planning Can Build Relationships with Women https://phoenix.advisor.ca/togo/financial-planning-togo/different-approach-planning-can-build-relationships-with-women/ Tue, 07 Mar 2023 21:30:19 +0000 https://www.advisor.ca/?p=222569 Why the industry needs more female advisors.

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]]> How to Help Clients Cope with Inflation https://phoenix.advisor.ca/togo/financial-planning-togo/how-to-help-clients-cope-inflation/ Mon, 09 Jan 2023 21:30:42 +0000 https://www.advisor.ca/?p=220560 Advisors can help clients build confidence.

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]]> Strategies for Clients Struggling with Inflation https://phoenix.advisor.ca/togo/financial-planning-togo/strategies-clients-struggling-with-inflation/ Tue, 06 Dec 2022 21:30:59 +0000 https://www.advisor.ca/?p=217666 Advisors can help clients with debt and long-term goals.

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]]> How Advisors Can Empower Female Clients https://phoenix.advisor.ca/togo/financial-planning-togo/how-advisors-empower-female-clients/ Mon, 07 Mar 2022 22:30:55 +0000 https://www.advisor.ca/?p=206747 A different approach to communication and planning can strengthen relationships.

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]]> How Advisors Can Support Women’s Growing Share of Wealth https://phoenix.advisor.ca/togo/financial-planning-togo/how-advisors-can-support-womens-growing-share-wealth/ Tue, 14 Dec 2021 22:30:24 +0000 https://www.advisor.ca/?p=204037 Women may rely more on facts than their guts when making investment decisions.

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]]> 2021 year end tax tips https://phoenix.advisor.ca/togo/sponsored-videos/2021-year-end-tax-tips/ Tue, 30 Nov 2021 13:00:54 +0000 https://www.advisor.ca/?p=203458 “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.

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]]> Golombek’s Year-End Tax Tips https://phoenix.advisor.ca/togo/tax-estate-togo/golombeks-year-end-tax-tips-3/ Mon, 29 Nov 2021 22:30:17 +0000 https://www.advisor.ca/?p=203417 Help your client with timely tax-efficient planning.

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]]> Tax Moves to Watch as Parliament Returns https://phoenix.advisor.ca/togo/tax-estate-togo/tax-moves-watch-as-parliament-returns/ Wed, 17 Nov 2021 22:30:58 +0000 https://www.advisor.ca/?p=202931 Jamie Golombek breaks down the government's priorities

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