Jamie Golombek, managing director of tax and estate planning for Canadian Imperial Bank of Commerce’s wealth advisory services division, discusses upcoming critical issues, deadlines and potential penalties that financial advisors need to discuss with their clients.
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
Effective communication, whether digital or in person, remains key to strong client/advisor relationships
Several major initiatives could launch this year
Regulatory investigations should be allowed to run their course, ruling says
Early signs of a slowing economy aren't enough, the Bank of Canada governor said in a speech
Crypto losses hurt individuals and the economy, Vingoe says
Venture capital, infrastructure and private debt are expected to see the most growth