Jamie Golombek, managing director, tax & estate planning, CIBC Wealth Strategies, highlights recent U.S. tax developments and their impact on clients who are required to pay U.S. taxes.
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
Liberal government more likely to focus on AMT, capital gains in Budget 2023
Gluskin Sheff's parent company, Onex, is winding down the wealth management business
Other industry moves this week include a new head for the FP Canada Institute
Educational division will develop technical curriculum under Alexandra Macqueen's leadership