In part two of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, outlines new estate tax proposals from the 2016 U.S. presidential nominees, and the potential impact on your American clients.
But due diligence and relative weighting matter
Money doesn’t come with a manual — it’s up to advisors guide the newly wealthy
A personal story about the role financial advisors play in support of parents like me
If a student doesn’t deplete an RESP, some of the remaining growth value of the investments can be subject to a 20% penalty
Rate cuts still likely, but delayed, as trade picture remains highly uncertain
Plus, Steven Krupica joins National Bank and Advocis names new chair, board members
Plus White Falcon Capital partners with Windermere Investment Corp. and Brookfield prepares private equity launch
Plus, CIBC introduces education portfolios; Harvest terminates mutual funds