In part one of a three-part series about year-end tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, explains how the changes to the principal residence exemption will affect every Canadian. Click here to register for Golombek’s 2016 Year-end Tax Planning webinar.
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
A review identified gaps in addressing conflicts associated with proprietary products
Fidelity Clearing Canada will provide its uniFide back-office technology to Manulife Securities
Some customers were caught off guard by the turmoil, at odds with Switzerland's reputation as as stable banking haven
The change is one of five updates to the CFA program aimed at making the charter more practical