In part three of a three-part series about yearend tax planning, Jamie Golombek, managing director of tax and estate planning with CIBC Wealth Strategies Group, discusses a few issues that are new to 2016’s yearend.
Clients don’t have to give up returns to embrace RI
Once a misunderstood niche area of RI, impact investing is attracting attention and assets
There is wide variation when it comes to how managers choose RI investments
Environmental, social and governance issues are the three pillars of responsible investing
Prospectus was filed Thursday to launch two socially responsible ETFs
ETF assets have grown by more than five times since the end of 2010, according to IFIC
A portion of the settlement agreement with the OSC will go to defrauded investors
J-F Courville and Dave Nugent will join the firm as managing partners