Jamie Golombek, manager of tax and estate planning with CIBC’s wealth advisory services division, highlights the proposals in the 2014 federal budget that will affect you and your clients. Watch the three-part series on IE:TV.
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Industry and investor advocates welcome OSC and CIRO proposals
Net-zero pledges are contingent on factors banks can’t control, research found
If proposals pass, CRA can impose harsh new penalties and compel taxpayer testimony under oath
The insurer had $1.51 trillion in AUM on Sept. 30
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