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.
The federal government’s final proposals received royal assent on June 21
Half-day event will provide much-needed clarity on the benefits and challenges of using ETFs
New government expresses concern about CSA’s proposals
These ETFs are more likely to outperform, as they can deviate from their benchmarks and exploit market inefficiencies
Advisors must start relationships with prospective heirs early to demonstrate why they are better than the competition
Investors respond to pipeline action