Budget 2013 – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Tue, 29 Oct 2019 21:59:08 +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 Budget 2013 – Investment Executive https://www.investmentexecutive.com 32 32 Tax planning post-Budget 2013: What’s left? https://www.investmentexecutive.com/in-depth_/special-reports/tax-planning-post-budget-2013-whats-left/ Thu, 30 May 2013 18:40:00 +0000 https://www.investmentexecutive.com/uncategorized/tax-planning-post-budget-2013-whats-left/ Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, asserts that this year’s federal budget left many strategies still intact that can help clients reduce the taxes they pay. He spoke at the CIFPs 2013 annual conference in Niagara Falls, Ont.

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]]> OSC calls for cap on funds impacted by budget https://www.investmentexecutive.com/news/products/osc-calls-for-cap-on-funds-impacted-by-budget/ Thu, 04 Apr 2013 20:30:00 +0000 https://www.investmentexecutive.com/uncategorized/osc-calls-for-cap-on-funds-impacted-by-budget/ Many firms have already capped their sales of “character conversion” funds

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]]> “Budget Lite” is a holding pattern https://www.investmentexecutive.com/newspaper_/comment-insight/budget-lite-is-a-holding-pattern/ Mon, 01 Apr 2013 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/budget-lite-is-a-holding-pattern/ This year's budget says little about where the country is going, actual expenditures or whether forecasts are realistic

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]]> Budget 2013: Knives are out for 10/8s https://www.investmentexecutive.com/newspaper_/front-page/budget-2013-knives-are-out-for-10-8s/ Mon, 01 Apr 2013 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/budget-2013-knives-are-out-for-10-8s/ End of 10/8s could lead to legal issues for financial advisors

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]]> Budget 2013: Funds, ETFs take a hit https://www.investmentexecutive.com/newspaper_/front-page/budget-2013-funds-etfs-take-a-hit/ Mon, 01 Apr 2013 04:00:00 +0000 https://www.investmentexecutive.com/uncategorized/budget-2013-funds-etfs-take-a-hit/ Ottawa to eliminate "character conversion transactions"

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]]> CLHIA welcomes budget opportunities https://www.investmentexecutive.com/in-depth_/special-reports/clhia-welcomes-budget-opportunities/ Fri, 22 Mar 2013 15:00:00 +0000 https://www.investmentexecutive.com/uncategorized/clhia-welcomes-budget-opportunities/ Association reviewing tax policy changes to annuities, loan arrangements

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]]> Crackdown on conversion contracts https://www.investmentexecutive.com/in-depth_/special-reports/crackdown-on-conversion-contracts/ Thu, 21 Mar 2013 22:50:00 +0000 https://www.investmentexecutive.com/uncategorized/crackdown-on-conversion-contracts/ The 2013 federal budget appears to be cracking down on conversion contracts, which convert what would otherwise be considered income into capital gains. Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the impact of this crackdown on derivative forward gains and funds using these strategies. Golombek spoke from the Media Lock up government conference centre in Ottawa.

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]]> Key changes for 10-8s and leveraged annuities https://www.investmentexecutive.com/in-depth_/special-reports/key-changes-for-10-8s-and-leveraged-annuities/ Thu, 21 Mar 2013 22:25:00 +0000 https://www.investmentexecutive.com/uncategorized/key-changes-for-10-8s-and-leveraged-annuities/ Tax benefits from leveraged life insurance arrangements to be reduced

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]]> Budget measures likely to prevent special contracts that convert interest to capital gains https://www.investmentexecutive.com/in-depth_/special-reports/budget-measures-likely-to-prevent-special-contracts-that-convert-interest-to-capital-gains/ Thu, 21 Mar 2013 22:20:00 +0000 https://www.investmentexecutive.com/uncategorized/budget-measures-likely-to-prevent-special-contracts-that-convert-interest-to-capital-gains/ Changes will effect mutual funds that use these contracts to increase yields

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]]> Not too big to fail https://www.investmentexecutive.com/in-depth_/special-reports/not-too-big-to-fail/ Thu, 21 Mar 2013 22:00:00 +0000 https://www.investmentexecutive.com/uncategorized/not-too-big-to-fail/ Budget takes steps to secure banking system

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