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.
This event is now available for complimentary viewing across Canada via our Virtual Conference
Long gone are the days when mutual funds and ETFs were two solitudes. Having both products has proven to be a winning strategy
The projections for mutual fund returns in the next several years are modest at best
The CSA is focused on introducing greater investor-protection rules while planning to eliminate some of the unnecessary rules and requirements mutual funds face
Former Vancouver resident moved to Las Vegas after being ordered to return $21.7 million to investors
Paying dealers to solicit votes in contested director elections creates "unmanageable" conflict
IFIC reported that mutual funds saw net redemptions in April, with $1 billion flowing out of the sector
"The stress test is doing what it is supposed to do," CEO Evan Siddall wrote to parliamentarians