 |
 |
 |
 |
 |
 |
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
|
 |
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
Outlook for the demand and price of gold
Duration: 5 min 06
Nick Barisheff, president and CEO of Bullion Management Group Inc., discusses the outlook for the price of gold in 2010, global government monetary policy and risks to the value of the commodity. He spoke at the TMX Broadcast Centre. (Part 2 of 2.)
Part 1:
How central banks, Chinese demand pushed up the price of gold in 2009
Duration: 3 min 24
Nick Barisheff, president and CEO of Bullion Management Group Inc., describes the reasons for the rise in the price of gold throughout 2009, global central bank policy and Chinese consumer demand for the commodity. He spoke at the TMX Broadcast Centre. (Part 1 of 2.)
Part 2:
Golombek underlines important life insurance tax rulings
Duration: 5 min 48
Jamie Golombek, managing director of tax and estate planning at CIBC Private Wealth Management, describes several Canada Revenue Agency rulings related to life insurance sales. One ruling relates to the taxation of commissions on the sale of policies on the life of the advisor or the advisor’s...
Actively managed ETF makes tactical seasonal moves
Duration: 4 min 33
Brooke Thackray, a research analyst at JovInvestment Management Inc., describes the Horizons AlphaPro Seasonal Rotation ETF, which began trading on the TSX in November. The ETF seeks to provide long-term capital appreciation in all market cycles by tactically allocating its exposure among...
“High degree of confidence” 10/8 products to survive CRA scrutiny
Duration: 7 min 14
Kevin Wark, senior vice president of business development with Toronto-based PPI Financial Group Inc., describes the structure of the so-called 10/8 permanent insurance and loan strategy, how it works and the Canada Revenue Agency’s position so far. He spoke at the TMX Broadcast Centre in...
Aussie regulatory review a harbinger of things to come
Duration: 3 min 36
Kelley McKinnon, a partner at Gowling Lafleur Henderson LLP who heads up securities litigation at the legal firm, describes the Inquiry into Financial Products and Services in Australia, global regulation, and its potential impact on advisors in Canada. McKinnon was formerly deputy head of...
Tax special: Accountants remind advisors of tougher CRA enforcement
Duration: 4 min 23
Jason Safar, a partner at PricewaterhouseCoopers LLP based in Hamilton, Ont., describes a noticeable change in enforcement by the Canada Revenue Agency in the past year. He spoke at the TMX Media Centre in Toronto. (Part 2 of 4)
For more, see:
Advisors’ Report Card 2009: IE staff discuss results
Duration: 5 min 50
Pablo Fuchs, senior editor of Investment Executive and Clare O’Hara, staff writer, discuss the results of the 2009 Advisors’ Report Card including the average advisor, shift in products and firms support services during the economic downturn. They spoke at the TSX Media Centre in Toronto....
Advertisement
