Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may impact your clients. He spoke at the CIFPs 2015 annual conference in Vancouver.
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
Firms must communicate with advisors and provide training when implementing new systems
Advisors want fair compensation plus the ability to avoid conflicts of interest when meeting clients' needs
The acquisition also marks the launch of Canaccord’s Ottawa office