Jamie Golombek – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 06 Nov 2024 16:39:43 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Jamie Golombek – Investment Executive https://www.investmentexecutive.com 32 32 CRA confirms its approach to interest deductibility https://www.investmentexecutive.com/inside-track_/jamie-golombek/cra-confirms-its-approach-to-interest-deductibility/ Wed, 06 Nov 2024 21:00:28 +0000 https://www.investmentexecutive.com/?p=496156 Agency provides examples of when income-earning purpose is met

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]]> Another reminder to help clients understand their TFSA room https://www.investmentexecutive.com/inside-track_/jamie-golombek/another-reminder-to-help-clients-understand-their-tfsa-room/ Thu, 25 Jul 2024 20:00:37 +0000 https://www.investmentexecutive.com/?p=489958 Taxpayer penalized for overcontribution after relying on My Account information

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]]> Considering capital gains post–June 25 https://www.investmentexecutive.com/inside-track_/jamie-golombek/considering-capital-gains-post-june-25/ Tue, 25 Jun 2024 20:00:25 +0000 https://www.investmentexecutive.com/?p=488366 Advisors should speak to clients annually about crystallization

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]]> Ensure your client reports all RRSP contributions https://www.investmentexecutive.com/inside-track_/jamie-golombek/ensure-your-client-reports-all-rrsp-contributions/ Wed, 10 Apr 2024 20:05:34 +0000 https://www.investmentexecutive.com/?p=483475 In one case, failure to report resulted in an overcontribution penalty

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]]> As RRSP deadline approaches, a reminder about tax-free growth https://www.investmentexecutive.com/inside-track_/jamie-golombek/as-rrsp-deadline-approaches-a-reminder-about-tax-free-growth/ Wed, 21 Feb 2024 20:00:09 +0000 https://www.investmentexecutive.com/?p=480790 A hypothetical scenario compares dividend investing inside and outside this registered account

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]]> If your client is buying a home in 2024, read this first https://www.investmentexecutive.com/inside-track_/jamie-golombek/if-your-client-is-buying-a-home-in-2024-read-this-first/ Mon, 29 Jan 2024 20:00:00 +0000 https://www.investmentexecutive.com/?p=479402 Make the most of these tax planning strategies

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]]> Last-chance RRSP opportunities for your 71-year-old client https://www.investmentexecutive.com/inside-track_/jamie-golombek/last-chance-rrsp-opportunities-for-your-71-year-old-client/ Mon, 18 Dec 2023 20:00:01 +0000 https://www.investmentexecutive.com/?p=477469 Before 2023 ends, take advantage of these two planning points

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]]> Get ready for CPP2! https://www.investmentexecutive.com/inside-track_/jamie-golombek/get-ready-for-cpp2/ Wed, 22 Nov 2023 20:00:33 +0000 https://www.investmentexecutive.com/?p=475853 Reach out to clients to ensure they understand the changes and implications

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]]> Year-end compensation planning https://www.investmentexecutive.com/inside-track_/jamie-golombek/year-end-compensation-planning/ Wed, 25 Oct 2023 19:00:29 +0000 https://www.investmentexecutive.com/?p=473984 Help your business-owner client seize the opportunity to defer tax

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]]> Students could consider FHSAs https://www.investmentexecutive.com/inside-track_/jamie-golombek/students-could-consider-fhsas/ Wed, 20 Sep 2023 20:20:31 +0000 https://www.investmentexecutive.com/?p=471993 Go to the head of the class with these tax tips

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