In part one of a three-part series, Jamie Golombek, managing director, tax & estate planning, CIBC Private Wealth Management, explains how avoiding tax refunds can help your clients. He outlines strategies for deducting expenses at source and putting these funds into investment vehicles right away. Tune in for part two of Golombek: Tax Savings 2014 next week.
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
2025 board members named for key OSC committee, FID, while IFBC’s Susan Allemang retires after 20 years
Panel orders more than US$50M in disgorgement, plus $5M in penalties and costs
A look at the status of selected tax proposals from the Trudeau government
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods