On March 29, the Government of Canada tabled its 2012 federal budget. To help guide you through the new initiatives click here for a report that has been prepared by Jamie Golombek — the Managing Director, Tax and Estate Planning for CIBC Private Wealth Management. Quoted frequently in the national media, and as an expert on taxation, Jamie also writes a weekly column called “Tax Expert” in the National Post.
Well worth reading, this report focuses solely on the tax proposals in the budget that affect Read More »
I read an interesting article in The Globe and Mail not too long ago: “What wealthy women really want: The differing female view of financial planning” by Noreen Rasbach. I’ve been giving it a fair bit of thought, and have come to this conclusion:
I agree with the author that many women may want more frequent contact with their Investment Advisors than a lot of men. Many women may ask for, and will read, more information than a lot of men. Many women may make more considered decisions than a lot of men.
But in my opinion — regardless of whether you’re a man or a woman, Read More »