In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, discusses a few issues that are new to 2016’s yearend.
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
Updated tax forms to be available Jan. 31, CRA says
Move comes almost two weeks after the province's finance minister fired the Crown agency's entire board
Roy Gori of Manulife and Blair Morrison of BCFSA to retire in 2025, plus other news
March 2023 bank failures echoed lessons on incentives from financial crisis