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Golombek: Advisors should take advantage of CRA loan rate
Jamie Golombek, managing director of tax and estate planning for CIBC Private Wealth Management, says advisors should be helping clients take advantage of the Canada Revenue Agency’s 1% prescribed loan rate that allows family members to transfer funds to each other and potentially reduce the overall tax burden. The CRA recently announced the loan rate would remain at 1% until at least the end of September 2010. Golombek spoke at the TMX Broadcast Centre in Toronto.
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Help clients minimize their tax liabilities
Duration: 2 min 51
- July 13, 2010 9:21 AM EDT
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Brokerage Report Card: Overview from the editors
Duration: 3 min 39
Tessa Wilmott, editor-in-chief of Investment Executive and Pablo Fuchs, a senior editor, discuss the overall results of the 2008 Brokerage Report Card, the effect of the credit crisis on CIBC Wood Gundy and the rest of the industry, plus the growth of insurance and estate planning in advisors’...
Brokerage Report Card: Blackmont advisors like new owners
Duration: 4 min 39
Bruce Kagan, CEO of Blackmont Capital Inc., discusses the firm’s improved performance in the 2008 Brokerage Report Card, insurance and estate planning support for advisors and the outlook for the capital markets business. He spoke at the TSX media centre in Toronto.
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Alternative power sparks growth manager's portfolio
Duration: 4 min 28
Shauna Sexsmith, lead manager for Manulife Canadian Equity Fund, describes her growth fund management style, stock picking and her holdings in the alternative energy industry. She spoke at the TSX media centre.
Cheap oil gone forever, manager says
Duration: 2 min 53
Shauna Sexsmith, lead manager for Manulife Canadian Equity Fund, describes the peak oil production theory, the outlook for the price of oil, and the oil-related holdings in her portfolio. She spoke at the TSX media centre.
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Outlook: Long materials cycle in "third inning," manager says
Duration: 4 min 27
Shauna Sexsmith, lead manager for Manulife Canadian Equity Fund, describes the materials cycle, demand from China and India, the outlook for the sector and the fund's holdings in Potash Corp. and Eldorado Gold Corp. She spoke at the TSX media centre.
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Outlook: Canadian banks attractively valued, say managers
Duration: 7 min 21
Three portfolio managers discuss the Q1 2008 earnings of Canadian banks, the banks’ exposure to credit markets in the U.S., and their stock valuations. Each manager says Canadian bank stocks are attractively valued. The discussion includes Martin Hubbes, chief investment officer at AGF Funds...
Set the approach with clients about re-investing in markets
Duration: 4 min 06
Dan Richards, president of Strategic Imperatives Ltd., discusses communication strategy, investor anxiety, and how advisors can approach clients about re-investing in equity markets. He spoke at the TSX media centre in Toronto.
Innovation leads the case for investor optimism
Duration: 4 min 09
Dan Richards, president of Strategic Imperatives Ltd., discusses combating investor pessimism with the outlook for scientific innovation and its impact on economic growth. He spoke at the TSX media centre in Toronto.
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