Home Kate McCaffery

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]

  • February 20, 2009 June 16, 2018
  • 14:29

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Investing, industry news, products, RRSP reminders and […]

  • February 6, 2009 June 16, 2018
  • 13:34

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]

  • January 30, 2009 June 16, 2018
  • 15:30

Markets are in the toilet which means most clients with invested assets are feeling the pinch in some way — especially if they are retired and obligated, under federal government rules, to liquidate their assets to comply with mandatory registered income fund withdrawals. If the budget passes, they may just get a break in this […]

  • January 27, 2009 June 16, 2018
  • 16:41

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]

  • January 23, 2009 June 16, 2018
  • 14:55

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]

  • January 16, 2009 June 16, 2018
  • 00:00

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]

  • January 9, 2009 June 16, 2018
  • 00:00

On Thursday morning the Supreme Court of Canada will release its long-awaited and much anticipated decision in Jordan B. Lipson, Earl Lipson v. The Queen. Jamie Golombek, now managing director of tax and estate planning at CIBC Private Wealth Management, has been covering this issue for the Advisor Group since the Tax Court of Canada […]

  • January 7, 2009 August 21, 2018
  • 16:10

Welcome to the weekly roundup of news affecting you, as covered by Advisor.ca and our sister publication, Conseiller.ca. Read this section every week to catch up on the news you missed, or click here and subscribe to get regular updates sent to your inbox or BlackBerry. Skip to: Quick links, stories this week. Or click […]

  • December 19, 2008 June 16, 2018
  • 00:00

All people, regardless of background, upbringing, culture or life experience, have very similar planning needs if they live in this country—make money, save money, perhaps put the kids through school, hopefully save enough to fund a good retirement and do it all in a way that’ll minimize taxes. With that in mind it seems like […]

  • December 12, 2008 July 29, 2018
  • 14:52