The Federal Budget and how it could affect you

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 »

What men and women can agree on

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 »