A focus on pensions
Even before Albert Ashley became a financial advisor, he was acutely aware of the importance of pensions. And this advisor with Mennonite Savings and Credit…
- By: Fiona Collie
- October 25, 2015 November 9, 2019
- 23:00
Latest news in Special Reports
Why tax-loss selling is different in 2015
Jamie Golombek, managing director of tax and estate planning, CIBC Wealth Advisory Services, explains specific strategies for tax-loss selling in 2015.
- By: Jamie Golombek
- October 23, 2015 November 9, 2019
- 10:00
Replay: Year-end tax planning 2015
Jamie Golombek, managing director of tax and estate planning at CIBC Wealth Advisory Services, reviews some of his major year-end tax planning tips
- By: Jamie Golombek
- October 23, 2015 November 9, 2019
- 08:30
Staying clear of the enforcers
The urge to snoop and take advantage of the vulnerable is running afoul of new privacy regimes
- By: Jim Middlemiss
- October 22, 2015 November 9, 2019
- 23:00
A knack for knowing what’s coming
The new head of the Canadian Exchange Traded Fund Association brings a wealth of legal, operating and administrative experience to guide the group in the…
- By: Jade Hemeon
- October 22, 2015 November 9, 2019
- 23:00
Liberal plans could boost economic growth
Spending on infrastructure may benefit equities in the engineering and construction sector
- By: Rudy Mezzetta
- October 20, 2015 November 9, 2019
- 16:00
Are you too busy to get better?
Jim Ruta, president, AdvisorCraft Media and Consulting, discusses the consequences of being too busy to invest in yourself, and gives tips on how to build…
- By: Jim Ruta
- October 20, 2015 November 9, 2019
- 13:45
Investment industry ready to work with new Liberal government
Although organizations see differences between the Liberals and exiting Tories, they don’t expect a fundamental sea change
- By: James Langton
- October 20, 2015 November 9, 2019
- 09:40
Use visualization to improve client-meeting outcomes
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, explains how visualization techniques used by Olympic athletes can help meetings with clients and prospects…
- By: Dan Richards
- October 19, 2015 November 9, 2019
- 05:30
Investors Group experience serves Tory cabinet minister well
Candice Bergen says the emphasis that her former firm puts on the importance of client/advisor relationships has helped her develop strong connections with constituents
- By: Tessie Sanci
- October 15, 2015 November 9, 2019
- 11:00
Do you have a top-performance belief system?
- By: Jim Ruta
- October 15, 2015 November 9, 2019
- 06:15
Tax policy a key difference for political parties
While the Tories take a steady approach, the Liberals are proposing to cut taxes for the middle class and the NDP are proposing to raise…
- By: Rudy Mezzetta
- October 14, 2015 November 9, 2019
- 16:05
TFSA will outperform corporate investments for most business owners in 2015
Jamie Golombek, Managing Director, Tax & Estate Planning, CIBC Wealth Advisory Services, explains that for most incorporated business owners in 2015, investing in a TFSA…
- By: Jamie Golombek
- October 13, 2015 November 9, 2019
- 15:35
Compensating your team for peak performance
In this week’s Gaining Altitude, Dan Richards, CEO, Client Insights, discusses compensation structures and management strategies that are proven to create incentives for peak performance.
- By: Dan Richards
- October 12, 2015 November 9, 2019
- 18:00
Tax avoidance is top of mind for Green Party candidate
Cyrille Giraud’s focus on compliance and ethics in his role as an internal auditor with Peak Financial Group tie in with his desire to see…
- By: Megan Harman
- October 12, 2015 November 9, 2019
- 17:00
Timing and yearend tax planning
Several tax strategies result in greater savings when executed near the beginning or the end of a calendar year. These tips can help you to…
- By: Jim Middlemiss
- October 8, 2015 November 9, 2019
- 23:00
Newsmaker: Regulation, with a global focus
The AMF's Julien Reid is driven by a commitment to the protection of policyholders and customers
- By: Megan Harman
- October 8, 2015 November 9, 2019
- 23:00
Matching clients with tax-filing software
The shift to digital filing means your clients will be searching for software applications that meet their particular needs. There are plenty of packages out…
- By: Danny Bradbury
- October 8, 2015 November 9, 2019
- 23:00
Getting it right, or fixing it
Mistakes on income tax returns are common, as are objections to CRA assessments. You can help your clients prevent and fix errors and omissions in…
- By: Jim Middlemiss
- October 8, 2015 November 9, 2019
- 23:00
Avoid missing medical expenses
Many taxpayers miss the full range of medical expenses they can claim, expenses that can reduce their tax bill significantly. But the CRA often challenges…
- By: Stewart Lewis
- October 8, 2015 November 9, 2019
- 23:00
Probate more costly in Ontario
Estate executors now will be required to file a new form estimating the value of an estate - with supporting documention. Failure to file or…
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00
A window of opportunity
The rules governing how much tax-free cash a client can hold in a permanent life policy are changing. But advisors who act now may be…
- By: Megan Harman
- October 8, 2015 November 9, 2019
- 23:00
Global hunt for tax evasion widens
Partly in response to the U.S.'s FATCA initiative to collect taxes from its citizens who live abroad, 60 other countries, including Canada, have signed on…
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00
The unexplored potential of TFSAs
Often viewed as a simple savings account, tax-free savings accounts have new, higher limits and cumulative contribution room. But taxpayers who pile up large sums…
- By: Dwarka Lakhan
- October 8, 2015 November 9, 2019
- 23:00
Lower taxes on donations
New rules proposed for proceeds from the sale of shares and real estate to be donated to charities
- By: Rudy Mezzetta
- October 8, 2015 November 9, 2019
- 23:00