News and resources for Canada's top financial advisors
Est. 1998
Tax & Estate
Jamie Golombek, CA, CPA, CFP, CLU, TEP is managing director, tax and estate planning, at CIBC Private Wealth in Toronto.
Tax-loss selling, charitable giving and managing the new AMT.
By Jamie Golombek |November 6, 2023
6 min read
Tax News
The case involved a mail carrier who claimed he never received notices of reassessment
By Jamie Golombek |October 31, 2023
3 min read
Advisor's Edge
A Tax Court case led to a hefty tax bill
By Jamie Golombek |March 31, 2023
What clients need to know about the AMT, RESPs, intergenerational transfers and more.
By Jamie Golombek |March 29, 2023
5 min read
FHSA provides opportunities, but watch out for surplus stripping and minimum tax.
By Jamie Golombek |December 20, 2022
Strategies for tax-loss selling and more.
By Jamie Golombek |December 13, 2022
Federal Court case is the latest reminder of the costs
By Jamie Golombek |November 7, 2022
4 min read
A Tax Court case offers a warning about missing corporate returns
By Jamie Golombek |May 9, 2022
New home savings account will allow transfers from RRSPs.
By Jamie Golombek |April 8, 2022
January 17, 2024|4 min read
October 26, 2023|4 min read
February 8, 2024|5 min read
November 15, 2023|6 min read
January 28, 2022|3 min read
January 7, 2021|6 min read
June 4, 2020|3 min read
May 29, 2020|3 min read
December 9, 2021|5 min read
May 14, 2021|5 min read
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