Budget 2012

Finance Minister Jim Flaherty will deliver the 2012 federal budget on March 29. Investment Executive reporter and editors will be there to deliver news, insight and IE:TV coverage for advisors.

April 2, 2012

Budget 2012: The penny drops

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the budgetary decision to drop the penny from circulation. The penny has dropped -- but how will it impact the wallets of Canadians? It seems one can be penny-wise and round-foolish and Golombek tackles the thorny issue of rounding up or down, as laid out in Budget 2012. Golombek spoke on location from within the media lock-up in Ottawa.

  • April 2, 2012 January 21, 2018
  • 13:40

Vencap industry pleased with $500 million support in 2012 budget

Budget will help grow tech sectors of the economy

  • March 30, 2012 March 30, 2012
  • 08:40

Budget creates solid foundation for sustained growth: IIAC

Association is pleased that Ottawa has re-affirmed its commitment to a national securities regulator

  • March 30, 2012 March 30, 2012
  • 08:20

CLHIA welcomes commitment in budget to protect disabled employees

The life and health insurance industry association pleased with Ottawa’s ongoing commitment to PRPPs

  • March 30, 2012 March 30, 2012
  • 08:00

Budget 2012: Golembek on RCAs, EPSPs and the exempt test of insurance policies

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa’s budget restrictions to retirement compensation arrangements, changes to employee profit sharing plans and amendments to the exempt test of insurance policies. Golombek spoke from within the media budget lock-up in Ottawa.

  • March 29, 2012 January 21, 2018
  • 22:00

Budget 2012: Golombek on changes to RDSPs

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa's budget amendments to RDSPs and RESPs. RDSPs have been streamlined and several aspects are more favourable to the beneficiary, including guardianship and repayment terms. He spoke form the budget lock-up in Ottawa.

  • March 29, 2012 December 15, 2017
  • 16:30

Budget 2012: Golombek on changes to Old Age Security

Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, discusses the implications of Ottawa’s budget proposal to move the age of eligibility for Old Age Security to 67 from to 65. Also starting in 2013, Canadians will be able to defer taking OAS until later. He spoke in Ottawa.

  • March 29, 2012 December 15, 2017
  • 16:00

Changes to RDSPs will create more options for clients

More flexible tax rules and fewer administrative barriers could boost participation

  • March 29, 2012 March 29, 2012
  • 15:00

Changes to life insurance policy exemption test

Criteria used to determine whether policies are exempt from accrual taxes have been updated

  • March 29, 2012 March 29, 2012
  • 15:00

Rules tightened on employee profit sharing plans

Proposed change intended to close loophole exploited by some employers

  • March 29, 2012 March 29, 2012
  • 15:00