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
Brokerage reduces regions to four from six, eliminating nine positions
Services-producing industries gained 0.1% in the month, goods-producing industries contracted 0.3%
Canada remained the last G20 country without conduct standards for OTC derivatives markets
Latest report raises speculation that the Fed will leave interest rates unchanged at its next meeting