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.
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
Enforcement activity was included in FP Canada's annual report
At issue is the bank's poor track record of serving Black, Latino clients
SRO provides guidance on short covering expectations
A B.C. court case considers the validity of a common-law relationship