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
Court finds an investor's portfolio was too heavily concentrated in preferred shares, but that its low-risk strategy was appropriate
HSBC agreed to pay more than $1 million to settle concerns that investors were harmed when the firm cut ties with 51 dealers
Research from the OSC's Investor Office examines the rise of self-directed trading
The federal budget has rectified a potentially harsh tax treatment of benefit recipients