Jamie Golombek – Investment Executive https://www.investmentexecutive.com Canada's news source for financial professionals Wed, 10 Apr 2024 20:00:17 +0000 en-US hourly 1 https://wordpress.org/?v=5.9.3 https://www.investmentexecutive.com/wp-content/uploads/sites/3/2018/01/cropped-favicon-1-32x32.png Jamie Golombek – Investment Executive https://www.investmentexecutive.com 32 32 Ensure your client reports all RRSP contributions https://www.investmentexecutive.com/inside-track_/jamie-golombek/ensure-your-client-reports-all-rrsp-contributions/ Wed, 10 Apr 2024 20:05:34 +0000 https://www.investmentexecutive.com/?p=483475 In one case, failure to report resulted in an overcontribution penalty

The post Ensure your client reports all RRSP contributions appeared first on Investment Executive.

]]> As RRSP deadline approaches, a reminder about tax-free growth https://www.investmentexecutive.com/inside-track_/jamie-golombek/as-rrsp-deadline-approaches-a-reminder-about-tax-free-growth/ Wed, 21 Feb 2024 20:00:09 +0000 https://www.investmentexecutive.com/?p=480790 A hypothetical scenario compares dividend investing inside and outside this registered account

The post As RRSP deadline approaches, a reminder about tax-free growth appeared first on Investment Executive.

]]> If your client is buying a home in 2024, read this first https://www.investmentexecutive.com/inside-track_/jamie-golombek/if-your-client-is-buying-a-home-in-2024-read-this-first/ Mon, 29 Jan 2024 20:00:00 +0000 https://www.investmentexecutive.com/?p=479402 Make the most of these tax planning strategies

The post If your client is buying a home in 2024, read this first appeared first on Investment Executive.

]]> Last-chance RRSP opportunities for your 71-year-old client https://www.investmentexecutive.com/inside-track_/jamie-golombek/last-chance-rrsp-opportunities-for-your-71-year-old-client/ Mon, 18 Dec 2023 20:00:01 +0000 https://www.investmentexecutive.com/?p=477469 Before 2023 ends, take advantage of these two planning points

The post Last-chance RRSP opportunities for your 71-year-old client appeared first on Investment Executive.

]]> Get ready for CPP2! https://www.investmentexecutive.com/inside-track_/jamie-golombek/get-ready-for-cpp2/ Wed, 22 Nov 2023 20:00:33 +0000 https://www.investmentexecutive.com/?p=475853 Reach out to clients to ensure they understand the changes and implications

The post Get ready for CPP2! appeared first on Investment Executive.

]]> Year-end compensation planning https://www.investmentexecutive.com/inside-track_/jamie-golombek/year-end-compensation-planning/ Wed, 25 Oct 2023 19:00:29 +0000 https://www.investmentexecutive.com/?p=473984 Help your business-owner client seize the opportunity to defer tax

The post Year-end compensation planning appeared first on Investment Executive.

]]> Students could consider FHSAs https://www.investmentexecutive.com/inside-track_/jamie-golombek/students-could-consider-fhsas/ Wed, 20 Sep 2023 20:20:31 +0000 https://www.investmentexecutive.com/?p=471993 Go to the head of the class with these tax tips

The post Students could consider FHSAs appeared first on Investment Executive.

]]> Help clients understand their TFSA room https://www.investmentexecutive.com/inside-track_/jamie-golombek/help-clients-understand-their-tfsa-room/ Fri, 30 Jun 2023 17:00:09 +0000 https://www.investmentexecutive.com/?p=468085 Advisor-client conversation could help avoid costly overcontribution error

The post Help clients understand their TFSA room appeared first on Investment Executive.

]]> Outdated RRIF rules could get overhaul https://www.investmentexecutive.com/inside-track_/jamie-golombek/outdated-rrif-rules-could-get-overhaul/ Wed, 17 May 2023 19:00:52 +0000 https://www.investmentexecutive.com/?p=465712 Department of Finance will wrap up its study in June

The post Outdated RRIF rules could get overhaul appeared first on Investment Executive.

]]> Don’t let clients miss the tax deadline https://www.investmentexecutive.com/inside-track_/jamie-golombek/dont-let-clients-miss-the-tax-deadline/ Thu, 20 Apr 2023 19:00:15 +0000 https://www.investmentexecutive.com/?p=464193 Late-filing penalties and arrears interest on taxes owing are costly

The post Don’t let clients miss the tax deadline appeared first on Investment Executive.

]]>