Jamie Golombek is Managing Director, Tax and Estate Planning at CIBC Private Wealth Management, where he works closely with advisors and clients from CIBC Private Wealth Management, Wood Gundy, Imperial Service and other CIBC partners to deliver integrated financial planning and strong advisory solutions. Jamie is quoted frequently in the national media as an expert on taxation.
“Tax planning should be a year-round affair. You want to make sure that you get all your tax affairs in order well before tax season,” advises Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning.
Help your client with timely tax-efficient planning.
Jamie Golombek breaks down the government's priorities
"Today’s 2021 budget was the first federal budget we’ve had in over two years," says Jamie Golombek, CIBC’s Managing Director, Tax and Estate Planning. Many items that had worried Canadians such as an increase in the capital gains inclusion rate, a tax on principal residences and a wealth tax were all absent, he adds.
The long-awaited document has "something for everyone"
Consider Covid-19 benefits, tax-loss selling and more.
From capital gains to wealth taxes, Jamie Golombek breaks down the Liberals' options.
Listen to the full podcast #1, on AdvisorToGo, powered by CIBC. Listen to the full podcast #2, on AdvisorToGo, powered by CIBC.
Five tax changes clients may ask about
Make the most of income splitting, passive income, donations and more. (Runtime: 5 min, 47 sec; size: 3.39 MB)