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
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
Majority underweighted energy and materials, overweighted consumer stocks over 17-year study
All fund categories reported strong inflows, except for cryptoasset ETFs