Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, discusses how the new government’s tax promises could impact your clients. For more information, register for Investment Executive’s Year-end tax planning 2015 webinar.
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
The Dynamic Precious Metals Fund has outperformed its category and index over one, three, five and 10-year periods
Ginette Petitpas-Taylor named president of the Treasury Board, Élisabeth Brière becomes national revenue minister
Loonie gained today, but remained below 70 cents US
ETF net sales set a year-to-date record