 |
 |
 |
 |
 |
 |
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
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.
For more, see:
Help clients minimize their tax liabilities
Duration: 2 min 51
- July 13, 2010 9:21 AM EDT
- Link to this video
- Embed this video
Report sounds four concerns on personal debt levels
Duration: 6 min 23
Rock Lefebvre, vice president of research and standards at the Certified General Accountants Association of Canada, discusses a study he co-wrote about Canadians’ personal indebtedness and consumption habits. He outlines four main concerns contained in the report, plus CGA-Canada’s public...
Market strategist warns on housing market, banks
Duration: 6 min 22
Kate Warne, Canadian market strategist for Edward Jones, discusses the risks to investors in the housing market and the financial services industry. She spoke at the TMX Broadcast Centre in Toronto.
For more, see:
•
UL product features RBC funds, leaves CI rider behind
Duration: 3 min 16
John McMeans, vice-president MGA and brokerage at RBC Life Insurance Co., describes the firm’s recently launched universal life product and some of its features compared to RBC Destiny, which has been discontinued. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
•
Golombek: Penalty can be dear for filing tax return late
Duration: 2 min 49
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes a recent court case involving the late filing of an income tax return. He stresses the importance of filing on time -- even if you don’t owe any tax. He spoke at the TMX Broadcast Centre in...
Golombek: Top 10 tax reminders
Duration: 4 min 40
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, offers his top 10 money saving tips for the 2009 tax year. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
•
Guarantees, features on seg funds “watered down”
Duration: 8 min 24
Moshe Milevsky, associate professor of finance at York University in Toronto, describes the benefits, costs and on-going changes to segregated funds that “water down” guarantees for clients. He spoke at the TMX Broadcast Centre in Toronto.
For more, see:
Tips for working with young clients
Duration: 4 min 31
Adam Goodman, author of the 2009 personal finance book Following the Goods: Financial Management for the Young and Ambitious, discusses why it is important for advisors to reach out to clients under the age of 35, and offers strategies for effectively attracting and working with them. He...
Capital constraints hamper insurance innovation for now
Duration: 3 min 37
Moshe Milevsky, associate professor of finance at York University in Toronto, describes how capital constraints are limiting product design for insurance manufacturers. He says advisors must educate clients to accept low rates for now. He spoke at the TMX Broadcast Centre in Toronto.
Advertisement
