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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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New research indicates 60% of pre-retirement income is plenty
Duration: 5 min 38
Irshaad Ahmad, president and managing director of Russell Investments Canada Ltd., discusses recent research that the firm conducted about Canadians' retirement needs, the income-replacement ratio, and investing in equities during retirement. He spoke at the TSX Broadcast Centre in Toronto....
Storied 3Macs on lookout for regional expansion
Duration: 3 min 51
Bart MacDougall, chairman and a portfolio manager at Montreal-based MacDougall, MacDougall MacTier Inc. and Timothy Price, president, discuss the firm’s history, its approach to business and the outlook for growth. They spoke at the TSX Broadcast Centre in Toronto.
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Advisor takes beating for cause
Duration: 4 min 25
Jason Abbott, a certified financial planner and the owner of WealthDesigns.ca Inc., describes his practice, his specialization in disability benefits, and Bay Street Brawl III, a charity event on Nov. 6 in Toronto for which he’s training. He spoke at his office in Mississauga, Ont.
AGF executive calls out to industry for diabetes fundraiser
Duration: 1 min 55
Judy Goldring, senior vp and general counsel at AGF Funds Inc., describes the Juvenile Diabetes Research Foundation’s Ride for Research, her personal connection to the illness, and the fundraising goal she has set for the mutual fund industry in 2008. Goldring, who is also the chairperson for...
AGF challenges firms to fundraise for diabetes research
Duration: 1 min 47
Andrew McKee, president and CEO of the Juvenile Diabetes Research Foundation, describes AGF Funds Inc.’s challenge to the mutual fund industry in Battle of the Bikes, one of the charity's annual fundraising events. JDRF hopes to raise $6 million to aid diabetes research. Fidelity Investments...
Wellington West CEO outlines ambitious growth plans
Duration: 4 min 06
Charlie Spiring, founder and CEO of Wellington West Capital Inc., discusses the firm's acquisition strategy, plans for a new asset management arm and the outlook for growth. He spoke at the firm's head office in Winnipeg.
The single best use of this summer's work hours
Duration: 2 min 40
Dan Richards, president of Strategic Imperatives Ltd., discusses current market volatility and client communication. He spoke at the TSX Broadcast Centre.
Dealers’ Report Card: Going paperless - insurers not so much
Duration: 3 min 55
Ken Rousselle, president and CEO of Professional Investment Services (Canada) Inc., discusses the firm’s efforts to process client documents electronically, and barriers to the digitization of the mutual fund and insurance industries. He spoke at the TSX broadcast centre in Toronto. For more...
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