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.
Half-day event will provide much-needed clarity on the benefits and challenges of using ETFs
Lower income levels, lack of confidence in investing and greater exposure to eldercare issues may be contributing factors
Canadian financial institutions face a dual challenge of serving customers via digital channels and managing risk and compliance
Economy shows resilience as retail sales grow
Despite the sales slump, industry assets climbed higher
Firm partners with J.P. Morgan Asset Management