Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa’s budget proposal to move the age of eligibility for Old Age Security to 67 from to 65. Also starting in 2013, Canadians will be able to defer taking OAS until later. He spoke in Ottawa.
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Dramatic revenue increase needed to keep pace with systems costs: regulators
Certification body agrees not to challenge CIFP’s right to use trademarked Chartered Financial Planner designation
Departure clears the way for Republicans to name new top regulator
Concerns about conflicts, insider trading, manipulation in pre-hedging trades