Jamie Golombek, managing director of tax and estate planning with CIBC’s wealth advisory services division, discusses key tax issues and upcoming tax changes that may impact your clients. He spoke at the CIFPs 2015 annual conference in Vancouver.
Regulator requests monetary penalties, disgorgement, costs and market bans
Insurance advisors answered multiple-choice questions about their industry experience for this inaugural research
Housing costs are a growing worry, BMO index finds
New funds hold several big names found in broad U.S. stock indexes
FCA, MAS announce partnership to facilitate innovation
They argued that inflation remains stubbornly elevated, economy is resilient
The former financial services CEO left his mark — and he’s not done yet
Funds built on these strategies underperform when equity markets are hot — by design