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
More than one in 10 workers have lost their jobs to the coronavirus outbreak
A partial recovery in 2021 is possible if the pandemic fades in the year's second half
Regulators may provide further relief to industry, help for investors
Let clients know about available assistance