A different approach to communication and planning can strengthen relationships.
Women may rely more on facts than their guts when making investment decisions.
“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
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.
How to help allay clients' stress from Covid-19.
The pandemic has impacted Canadians' savings and their anticipated lifestyle in retirement.