CIBC Private Wealth – Advisor's Edge https://phoenix.advisor.ca The best news source for Canadian financial advisors. Investments, financial markets, insurance, practice management, tax and estate planning Thu, 05 Oct 2023 14:01:52 +0000 en-CA hourly 1 https://wordpress.org/?v=5.9.3 https://phoenix.advisor.ca/wp-content/uploads/sites/5/2018/05/cropped-advisor-ico-32x32.png CIBC Private Wealth – Advisor's Edge https://phoenix.advisor.ca 32 32 Why a Defensive Stance Makes Sense https://phoenix.advisor.ca/togo/equities-togo/why-a-defensive-stance-makes-sense/ Mon, 04 Sep 2023 20:30:35 +0000 https://www.advisor.ca/?p=230267 Risk management and diversification important in uncertain market.

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]]> Tips For Helping Children Buy a Home https://phoenix.advisor.ca/togo/tax-estate-togo/tips-for-helping-children-buy-a-home/ Mon, 12 Jun 2023 20:49:36 +0000 https://www.advisor.ca/?p=226555 Strategies to minimize tax implications, including the FHSA

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]]> Golombek’s 2023 Budget Highlights https://phoenix.advisor.ca/togo/tax-estate-togo/golombek-2023-budget-highlights/ Wed, 29 Mar 2023 13:30:23 +0000 https://www.advisor.ca/?p=223656 What clients need to know about the AMT, RESPs, intergenerational transfers and more.

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]]> Tax Changes to Watch for in 2023 https://phoenix.advisor.ca/togo/tax-estate-togo/tax-changes-to-watch-for-2023/ Tue, 20 Dec 2022 21:30:48 +0000 https://www.advisor.ca/?p=219837 FHSA provides opportunities, but watch out for surplus stripping and minimum tax.

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]]> Jamie Golombek’s Year-End Tax Tips https://phoenix.advisor.ca/togo/tax-estate-togo/jamie-golombeks-year-end-tax-tips/ Tue, 13 Dec 2022 21:30:06 +0000 https://www.advisor.ca/?p=218463 Strategies for tax-loss selling and more.

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