Consulting Insights | CI Global Asset Management Wed, 04 Mar 2026 20:00:36 -0500 http://www.ci.com en-us © 2026 Consulting Insights | CI Global Asset Management yes bef1cc83-a73a-5adf-b9c9-7270bf9c21cc CI Global Asset Management episodic false Buzzsprout (https://www.buzzsprout.com) CI Global Asset Management https://storage.buzzsprout.com/rvu52rxrbv9vk5udfyd9ab4a05lb?.jpg Consulting Insights | CI Global Asset Management http://www.ci.com Non-residents and Their RRSPs and RRIFs at Death Non-residents and Their RRSPs and RRIFs at Death 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.

]]> 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.

]]> Wilmot George Buzzsprout-11676013 Fri, 11 Nov 2022 10:00:00 -0500 459 CI Global Asset Management, Tax Retirement and Estate Planning full false Communiquer avec les clients dans un marché volatile Communiquer avec les clients dans un marché volatile Claudio Cipolla Buzzsprout-11409894 Thu, 29 Sep 2022 17:00:00 -0400 805 full false Communicating With Clients in Volatile Markets Communicating With Clients in Volatile Markets 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.

]]> 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.

]]> Ryan Becker Buzzsprout-10770572 Fri, 10 Jun 2022 10:00:00 -0400 1387 full false Tax & Estate Planning for your Two Spouses Tax & Estate Planning for your Two Spouses Wilmot George Buzzsprout-10587394 Mon, 09 May 2022 14:00:00 -0400 466 CI Global Asset Management, Tax Retirement and Estate Planning full false Implementing a KYP Process Implementing a KYP Process Ryan Becker & Bruno De Pace Buzzsprout-10499210 Wed, 27 Apr 2022 10:00:00 -0400 1599 Ryan Becker,Bruno De Pace,Practice Management,CI Global Asset Management full false High Performing Teams - You Asked, We Answered High Performing Teams - You Asked, We Answered Ryan Becker & Claudio Cipolla Buzzsprout-10188101 Fri, 04 Mar 2022 10:00:00 -0500 1648 Ryan Becker,Claudio Cipolla,Practice Management,CI Global Asset Management full false How Does the CRA Define Your Relationship? How Does the CRA Define Your Relationship? CI Global Asset Management Buzzsprout-10161373 Mon, 28 Feb 2022 15:00:00 -0500 339 full false Thinking outside the box - Business growth in a new world Thinking outside the box - Business growth in a new world Ryan Becker & Alice Ambrosie Buzzsprout-9907311 Tue, 18 Jan 2022 11:00:00 -0500 1854 Ryan Becker,Alice Ambrosie,Practice Management,CI Global Asset Management full false Le 21e anniversaire de votre fiducie familiale: quelles options s’offrent à votre client Le 21e anniversaire de votre fiducie familiale: quelles options s’offrent à votre client CI Global Asset Management Buzzsprout-9740008 Fri, 17 Dec 2021 10:00:00 -0500 526 full false High Performing Teams High Performing Teams Ryan Becker & Claudio Cipolla Buzzsprout-9657986 Fri, 03 Dec 2021 12:00:00 -0500 1435 Ryan Becker,Claudio Cipolla,Practice Management,CI Global Asset Management full false Financial well-being: more than just the numbers Financial well-being: more than just the numbers Ryan Becker & Bruno De Pace Buzzsprout-9478352 Tue, 02 Nov 2021 14:00:00 -0400 1563 Ryan Becker,Bruno De Pace,Practice Management,CI Global Asset Management full false The Perils of Dying Intestate The Perils of Dying Intestate Keith Masterman Buzzsprout-9449305 Thu, 28 Oct 2021 09:00:00 -0400 492 Keith Masterman,Tax Retirement and Estate Planning,CI Global Asset Management full false The Graduated Rate Estate, a valuable tax minimization tool The Graduated Rate Estate, a valuable tax minimization tool Keith Masterman Buzzsprout-9254036 Fri, 24 Sep 2021 12:00:00 -0400 375 Keith Masterman,Tax Retirement and Estate Planning,CI Global Asset Management full false In-Trust Accounts: The Basics In-Trust Accounts: The Basics Rebecca Hett Buzzsprout-9161055 Wed, 08 Sep 2021 13:00:00 -0400 538 Rebecca Hett,Tax Retirement and Estate Planning,CI Global Asset Management full false Relationships Matter - Connecting with clients in a digital world Relationships Matter - Connecting with clients in a digital world Ryan Becker & Claudio Cipolla Buzzsprout-9135830 Fri, 03 Sep 2021 14:00:00 -0400 1509 Ryan Becker,Claudio Cipolla,Practice Management,CI Global Asset Management full false The House, The Cottage and the Relationship Breakdown The House, The Cottage and the Relationship Breakdown Wilmot George Buzzsprout-8948595 Fri, 30 Jul 2021 11:00:00 -0400 464 Wilmot George,TREP,CI Global Asset Management full false Client Focused Reforms: Finding the Opportunity Within Client Focused Reforms: Finding the Opportunity Within Ryan Becker & Bruno De Pace Buzzsprout-8901729 Wed, 21 Jul 2021 16:00:00 -0400 1152 Ryan Becker,Bruno De Pace,Practice Management Sales,CI Global Asset Management full false Women and Money Women and Money Ryan Becker & Alice Ambrosie with Anne Manson Buzzsprout-8714863 Wed, 16 Jun 2021 15:00:00 -0400 1783 Ryan Becker,Alice Ambrosie,Anne Manson,Practice Management Sales,CI Global Asset Management full false Stock option plans and new proposed rules Stock option plans and new proposed rules Funda Dilaver Buzzsprout-8522018 Fri, 14 May 2021 15:00:00 -0400 491 Funda Dilaver,Tax Retirement and Estate Planning,CI Global Asset Management full false Les options d’achat d’actions et les nouvelles règles proposées Les options d’achat d’actions et les nouvelles règles proposées Funda Dilaver Buzzsprout-8522012 Fri, 14 May 2021 15:00:00 -0400 549 Funda Dilaver,Tax Retirement and Estate Planning,CI Global Asset Management full false Le budget fédéral 2021 vise de faciliter l’accès au crédit d’impôt pour personnes handicapées Le budget fédéral 2021 vise de faciliter l’accès au crédit d’impôt pour personnes handicapées Funda Dilaver Buzzsprout-8515589 Thu, 13 May 2021 16:00:00 -0400 354 Funda Dilaver,Tax Retirement and Estate Planning,CI Global Asset Management full false The disability tax credit, federal budget provides planning opportunities for thousands of Canadians The disability tax credit, federal budget provides planning opportunities for thousands of Canadians Keith Masterman Buzzsprout-8515224 Thu, 13 May 2021 15:00:00 -0400 254 Keith Masterman,Tax Retirement and Estate Planning,CI Global Asset Management full false Prospecting Through the Pandemic Prospecting Through the Pandemic Ryan Becker & Alice Ambrosie Buzzsprout-8450564 Mon, 26 Apr 2021 14:00:00 -0400 2320 Ryan Becker,Alice Ambrosie,Practice Management Sales,CI Global Asset Management full false REER, FERR et retenues d’impôt au décès REER, FERR et retenues d’impôt au décès Funda Dilaver Buzzsprout-8452304 Wed, 14 Apr 2021 10:00:00 -0400 385 Funda Dilaver,TREP,Gestion Mondiale d'Actif CI full false RRSPs, RRIFs and Withholding Taxes at Death RRSPs, RRIFs and Withholding Taxes at Death Wilmot George Buzzsprout-8452112 Wed, 14 Apr 2021 10:00:00 -0400 325 Wilmot George,TREP,CI Global Asset Management full false Transfer of US based retirement plans to Canada Transfer of US based retirement plans to Canada Rebecca Hett Buzzsprout-8452129 Thu, 08 Apr 2021 16:00:00 -0400 507 Rebecca Hett,Tax Retirement and Estate Planning,CI Global Asset Management full false Transfert des régimes de retraite américains Transfert des régimes de retraite américains Funda Dilaver Buzzsprout-8452310 Thu, 08 Apr 2021 15:00:00 -0400 641 Funda Dilaver,Tax Retirement and Estate Planning,CI Global Asset Management full false Émigrer du Canada Émigrer du Canada Funda Dilaver Buzzsprout-8463875 Thu, 14 Jan 2021 10:00:00 -0500 554 Funda Dilaver,TREP,CI Global Asset Management full false Emigrating from Canada Emigrating from Canada Funda Dilaver Buzzsprout-8452149 Thu, 14 Jan 2021 10:00:00 -0500 512 Funda Dilaver,TREP,Gestion Mondiale d'Actif CI full false Les produits enregistrés et la désignation des bénéficiaires? Le tribunal crée des devoirs pour les conseillers Les produits enregistrés et la désignation des bénéficiaires? Le tribunal crée des devoirs pour les conseillers Funda Dilaver Buzzsprout-8463888 Tue, 10 Nov 2020 13:00:00 -0500 431 Funda Dilaver,CI Investments,TREP full false Registered products and beneficiary designation? Court creates homework for Advisors Registered products and beneficiary designation? Court creates homework for Advisors Keith Masterman Buzzsprout-8452156 Tue, 10 Nov 2020 09:00:00 -0500 325 Keith Masterman,CI Investments,TREP full false Transfert d'un régime de retraite américain au Canada Transfert d'un régime de retraite américain au Canada Funda Dilaver Buzzsprout-8463904 Tue, 20 Oct 2020 09:00:00 -0400 623 Funda Dilaver,CI Investments,TREP full false Transferring US based retirement plans up to Canada Transferring US based retirement plans up to Canada Rebecca Hett Buzzsprout-8452163 Tue, 20 Oct 2020 09:00:00 -0400 648 Rebecca Hett,CI Investments,TREP full false Soins de Longue Durée et Exemption pour Résidence Principale Soins de Longue Durée et Exemption pour Résidence Principale Funda Dilaver Buzzsprout-8463913 Tue, 15 Sep 2020 10:00:00 -0400 542 Funda Dilaver,CI Investments,TREP full false Long-Term Care and the Principal Residence Exemption Long-Term Care and the Principal Residence Exemption Wilmot George Buzzsprout-8452174 Tue, 15 Sep 2020 10:00:00 -0400 452 Wilmot George,CI Investments,TREP full false Transférer votre chalet à la prochaine génération Transférer votre chalet à la prochaine génération Funda Dilaver Buzzsprout-8463923 Fri, 31 Jul 2020 16:00:00 -0400 340 TREP,Funda Dilaver full false Transferring your cottage to the next generation Transferring your cottage to the next generation Funda Dilaver Buzzsprout-8452185 Fri, 31 Jul 2020 16:00:00 -0400 339 TREP,Funda Dilaver full false Planification de la relève et la maison de vacances Planification de la relève et la maison de vacances Funda Dilaver Buzzsprout-8463931 Tue, 14 Jul 2020 15:00:00 -0400 446 Funda Dilaver,TREP,CI Investments full false Succession planning and the vacation home Succession planning and the vacation home Keith Masterman Buzzsprout-8452208 Wed, 08 Jul 2020 17:00:00 -0400 339 Keith Masterman,TREP full false Puis-je demander la déduction de mes frais de bureau à domicile dans ma déclaration de revenus? Puis-je demander la déduction de mes frais de bureau à domicile dans ma déclaration de revenus? Funda Dilaver Buzzsprout-8463937 Mon, 06 Jul 2020 00:00:00 -0400 426 Tax, Retirement & Estate Planning (TREP), Funda Dilaver full false Can I Claim my Home Office Expenses on my Tax Return? Can I Claim my Home Office Expenses on my Tax Return? Jim Witty, Rebecca Hett Buzzsprout-8452219 Fri, 26 Jun 2020 16:00:00 -0400 388 Tax, Retirement & Estate Planning (TREP),Jim Witty, Rebecca Hett full false