Replay: Yearend Tax Planning 2016
Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, reviews some of his major yearend tax planning tips
- By: Jamie Golombek
- October 13, 2016 November 9, 2019
- 09:55
Top Stories in In Depth
Taking advantage of the CCB
The new Canada child benefit, introduced this past summer, replaces the Canada child tax benefit and the universal child care benefit. The CCB can be…
- By: Jim Middlemiss
- October 12, 2016 November 9, 2019
- 23:00
Corporate-class funds are changing
Investors will no longer be able to switch from one fund to another within these structures without potential tax liability, but tax strategies such as…
- By: Jade Hemeon
- October 12, 2016 November 9, 2019
- 23:00
Real estate flips and the CRA
Skyrocketing home prices in Vancouver and Toronto are attracting the attention of the CRA, which is boosting its surveillance of the higher-value transactions to look…
- By: Catherine Harris
- October 12, 2016 November 9, 2019
- 23:00
Assessing the real cost of tax credits
While the Harper government was a strong proponent of tax credits, many experts suggest that these credits cost Canada more than they are worth because…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
A trimmer, more efficient tax system?
Numerous changes are in the works to make the tax code more coherent while making the pursuit of tax evaders and closing the so-called "tax…
- By: Rudy Mezzetta
- October 12, 2016 November 9, 2019
- 23:00
Insurance exemption deadline looms
While tax exemptions that apply to some permanent life insurance policies will be tightened up next year, advisors insist insurance will remain a valuable tax-planning…
- By: Megan Harman
- October 12, 2016 November 9, 2019
- 23:00
Staying ahead of the changes
As the end of the tax year approaches, advisors can help their clients by alerting them to potential savings in their taxes owed. These strategies…
- By: Jim Middlemiss
- October 12, 2016 November 9, 2019
- 23:00
Tax filing online has its risks
The CRA is marching Canadians toward filing their taxes online for convenience and efficiency. But with that convenience comes vulnerability. How can your clients protect…
- By: Danny Bradbury
- October 12, 2016 November 9, 2019
- 23:00
It’s getting harder to hide
The pursuit of tax evaders and avoiders is ramping up around the world. Canada has several new measures and programs to track offshore accounts, including…
- By: Dwarka Lakhan
- October 12, 2016 November 9, 2019
- 23:00
Tax pain in the East
Three of the Atlantic provinces, hobbled by debt and population losses, resorted to tax hikes in their latest budgets
- By: Catherine Harris
- October 12, 2016 November 9, 2019
- 23:00
Managing TFSAs upon death
Clients can designate three main types of beneficiaries for their TFSAs: a successor holder a named beneficiary or an estate. Each type is subject to…
- By: Dwarka Lakhan
- October 12, 2016 November 9, 2019
- 23:00
Two takes on estate taxes
Hillary Clinton and Donald Trump have completely divergent proposals on how to deal with U.S. estate taxes. Here's what to keep in mind for your…
- By: Dwarka Lakhan
- October 12, 2016 November 9, 2019
- 23:00
What’s the best response to a fast-changing global trading order?
The NEI approach challenges assumptions, stays agile, and remains laser-focused on the long term.
- By: NEI Investments
- April 13, 2026 April 8, 2026
- 08:00
How does stewardship carve out new paths to performance?
Active ownership helps create long-term value for investors.
- By: NEI Investments
- March 30, 2026 April 8, 2026
- 08:00
How can investors capitalize on resource optimization?
As resources run out and companies turn away from the depletive economy, opportunities run in — and Impax’s Luciano Lilloy is snapping them up for…
- By: NEI Investments
- March 2, 2026 February 24, 2026
- 08:00
The Seasons of an Advisor’s Life: Fall, a time for harvesting, productivity and shedding the old
Have You Thought About What Season Your Practice is in?
- By: Designed Securities
- September 12, 2022 September 12, 2022
- 07:00
A different frame
HNW clients want guidance on the complex challenges that wealth can bring
- By: Patricia Chisholm
- October 15, 2018 November 9, 2019
- 00:32
Powering up your practice
Referrals are key to boosting your roster of HNW clients
- By: Dwarka Lakhan
- October 15, 2018 November 9, 2019
- 00:31
5 Questions to Ask Managers About Evergreen Private Equity
Manager selection can make or break private equity returns — ask these five questions when evaluating evergreen PE strategies.
- By: KKR
- April 13, 2026 April 15, 2026
- 08:00
Where do private apartment funds fit in a modern portfolio?
The nature of private apartment funds means they can complement your client’s traditional investment portfolio.
- By: Equiton
- October 14, 2025 October 13, 2025
- 08:00
Advisor Productivity: Solving the Canadian Integration Gap
Boosting advisor productivity in Canada through integration, innovation, and global best practices.
- By: Objectway
- October 6, 2025 October 6, 2025
- 08:00
Report Card on Banks 2025 summary video
A video breakdown of the 2025 Report Card on Banks themes
- By: IE Staff
- October 21, 2025 October 21, 2025
- 12:39
Retail bank advisors identified pay as a key motivator
Paying the bills and growing their careers were priorities for the Big Six’s branch planners
- By: Roland Inacay
- October 21, 2025 October 21, 2025
- 09:59
Proprietary shelves, sales pressure not a problem, most retail planners say
But banks’ big mutual fund fees are, investor advocate says
- By: Michelle Schriver
- October 21, 2025 October 21, 2025
- 09:40
OSC seeks $37.5 million in Bridging sanctions
Regulator requests monetary penalties, disgorgement, costs and market bans
- By: James Langton
- April 29, 2025 July 10, 2025
- 16:11
Insurance advisors share industry sentiment and needs (charts)
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
- By: Katie Keir, Emily Fox
- February 12, 2024 July 9, 2024
- 00:14
Hot housing market gives some Canadians cold comfort
Housing costs are a growing worry, BMO index finds
- By: IE Staff
- March 17, 2022 March 17, 2022
- 15:02