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网页4 天之前 · Stock Picks as Monetary Policy Eases. Easing cycle will have positive impact on interest-sensitive sectors. Crystal Maloney, CFA, CPA, CMA August 19, 2024. From. Webinar. News and resources for Canada's top financial advisors.
What the disability tax credit means for eligible Canadians and …
网页2021年5月14日 · Child disability benefit (CDB) — A tax-free monthly payment for parents of a child under 18 who qualifies for the DTC and who also qualifies for the Canada child benefit. The CDB is calculated annually based on prior year adjusted family net income and begins to reduce when that income exceeds $68,708. 1 …
Jamie Golombek | Advisor.ca
网页Jamie Golombek is Managing Director, Tax and Estate Planning with CIBC in Toronto. As a member of the CIBC Private Wealth team, Jamie works closely with advisors from across CIBC to support their clients and deliver integrated financial planning and strong advisory solutions. He joined the firm in 2008 after 12 years with a global investment ...
Firms and advisors get prepped for KYP | Advisor.ca
网页2021年10月4日 · With know-your-product (KYP) reforms coming into effect at year’s end, firms and advisors are well on their way to updating their related policies and documentation processes. The changes are part of the larger client-focused reforms (CFRs) that come into effect on Dec. 31, and include enhanced know-your-client and suitability obligations.
Fidelity launches wealth manager | Advisor.ca
网页2024年6月20日 · Asset management giant Fidelity Investments Canada ULC is launching Fidelity Wealth ULC, a new wealth management platform targeted at advisors thinking about retiring. Eugene Boakye, managing director of Fidelity Wealth, said the firm is aiming to be “ready and operational” later this year and to transition their first book of business ...
How to unlock a life income fund | Advisor.ca
网页2020年6月11日 · Transfer to RRSP and RRIF. To RRIF only. Yes, and cash can then be withdrawn if desired. Note: The remaining provinces and territories either do not have their own pension legislation (PEI, Yukon, Northwest Territories and Nunavut) or do not offer the one-time unlocking option (B.C., Saskatchewan, Quebec, Nova Scotia and Newfoundland ...
Prescribed rate set to rise to 3% in Q4 | Advisor.ca
网页2022年7月20日 · Based on Government of Canada three-month Treasury bill yields from July 19, that rate will rise to 3% as of Oct. 1. A prescribed-rate loan strategy involves someone in a high tax bracket loaning money for investment purposes to a spouse, common-law partner or adult child in a lower tax bracket …
Take the pension or commuted value? | Advisor.ca
网页2017年5月19日 · Take an annual pension of $40,000 starting at age 55, indexed at 70% of the Consumer Price Index annually. He can’t defer his pension, so it must commence at age 55. Take a total commuted value of $606,998.22, which consists of two parts: a maximum transfer value of $376,000 that can be transferred to …
Podcasts Archive | Advisor.ca
网页Portfolio Positioning amid Rate Cuts and Market Risks. Considerations include active management, diversification. Featuring David Wong | August 12, 2024. From. 12 min 04 sec | Related Article.
Understanding the lifetime capital gains exemption
网页2017年10月20日 · The lifetime capital gains exemption has helped many people save tax since it was introduced in 1986. In short, it allows people to shelter a certain amount of capital gains income under certain conditions (see “ History of the capital gains exemption ”). This article will examine what those conditions are, and how they work.
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