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RRSP, TFSA or Mortgage?
Jamie Golombek discusses what you should consider when deciding what is right for you.
The RRSP, the TFSA and the Mortgage: Making the best choice (PDF, 205 KB)
May 31, 2018 12:00 pm to 1:00 pm ET
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Jamie Golombek discusses measures in the 2018 Federal Budget that affect investors, as well as tax planning tips that may allow investors to maximize their after-tax investment income.
TranscriptTranscript for the video. Jamie Golombek’s 2018 Budget and Tax Tips for Investors. Opens a new window in your browser.
Learn how Recognia’s technical analysis helps you cover more ground and find more investing opportunities.
TranscriptTranscript for the video. An Event-Driven Approach to Technical Analysis. Opens a new window in your browser.
Learn how fixed-income ETFs work, how they compare to individual bond investing, and much more.
Is there logic behind the madness?
Jamie Golombek shares his 10 basic steps for effective estate planning.
TranscriptTranscript for the webinar replay. Tax-Effective Estate Planning. Opens a new window in your browser.
A review of the basics, plus yield enhancement and directional strategies.
TranscriptTranscript for the webinar replay. Introduction to Option Strategies. Opens a new window in your browser.
Learn basic strategies for using Exchange Traded Funds (ETFs) to build an investment portfolio.
TranscriptTranscript for video. Building an Exchange Traded Fund (ETF) Portfolio. Opens a new window in your browser.
A closer look at where Canada is situated relative to global trends.
TranscriptFor the webinar replay. Where in the World Are We?
New to derivatives? Enter a world of opportunities as we explore the fundamentals of option trading.
TranscriptFor the webinar replay. Option Fundamentals.
The basics of ETFs, and how they differ from mutual funds.
TranscriptFor the webinar replay. Introduction to Exchange Traded Funds E T F.
The principles and origins of modern technical analysis, and how to use Recognia's Technical Insight tool.
TranscriptFor the webinar replay. Introduction to Technical Analysis.
Let insights from industry experts help you stay on top of the markets. Videos
Jerome Powell is the new head of the Federal Reserve. What does it mean for Canada?
TranscriptTranscript for the video. Jean Gauthier. A New Head of the U.S. Fed – What it Means for Canada video Opens a new window in your browser.
Central banks in Canada and the U.S. are slowly hiking rates.
Emerging market economies are projected to be substantially better than those in advanced economies
Is the market expensive? Isn’t the world a new place?
The volatility that we are seeing today is by no means unprecedented.
A lot of companies are rich for opportunities.
TranscriptTranscript for the video. Richard Pzena. Value Stocks. Rich for Opportunity in 2018? Opens a new window in your browser.
Markets are volatile. That’s part of investing.
Risks, benefits and the prospects for Canada’s economy in 2018.
What factors could stall economic and market growth?
How rising interest rates and other changes will affect the Canadian housing market in 2018.
How OPEC production cuts and world events could affect oil prices.
TranscriptTranscript for the video. 2018 Oil Outlook. Opens a new window in your browser.
The challenges small businesses face today, and how they affect the 2018 economic outlook.
TranscriptTranscript for video. Benjamin Tal. Small business slowdown signals sluggish economy? Opens a new window in your browser.
The outlook for inflation, plus potential risks and impacts on portfolios.
TranscriptTranscript for video. Luc de la Durantaye. Inflation Outlook Calls the Shots. Perspectives. October 2017. Opens a new window in your browser.
Currency management and portfolio diversification.
TranscriptTranscript for video. Luc de la Durantaye. Managing Currency Ups and Downs. Opens a new window in your browser.
High yield bonds, historically low interest rates, and misconceptions about defaults in the high yield market.
TranscriptFor the video. Volatility Viewpoint. High Yield Bonds.
Market volatility in the aftermath of the U.S. election, and how investors can use volatility to their advantage.
TranscriptFor the video. Volatility Viewpoint. Canadian Equities.
Why long-term forecasting is easier versus the short term, and the key investment trends likely to shape the next decade.
TranscriptFor the video. Ten Year Forecast and Why it Matters.
Trends in the FinTech space.
TranscriptFor the video. Analyst Corner. Financials and Technology.
Why these seemingly diverse sectors are garnering interest from pension funds and retail investors.
TranscriptFor the video. Analyst Corner. Utilities, Pipelines and Real Estate Investment Trusts.
Long-term capital market returns Best assessment of average expected returns for major financial market asset classes for the next 10 years. 2018 Long-Term Capital Market Returns(PDF, 555 KB)
A February Tumble for Global Markets After a strong January, the possibility of higher-than-expected inflation and interest rate hikes led to the return of volatility. Market Spotlight: March 2018 (PDF, 165 KB)
Market volatility returns with a vengeance What can we expect next? Perspectives Update: February 6, 2018 (PDF, 70 KB)
Is this as good as it gets? How long can the equity bull market last? Perspectives: January 1, 2018 (PDF, 905 KB)
As the year wound down, equities went up Equity markets continued their healthy performance at the close of 2017. Market Spotlight : December 2017 (PDF, 140 KB)
An improving economic picture Recent improvements in global financial markets, plus the NAFTA talks and rising oil prices. Market Spotlight: November 2017 (PDF, 125 KB)
Inflation ahead? Inflation, the global outlook and alternative scenarios. Perspectives: October 1, 2017 (PDF, 515 KB)
Global markets take a pause
In a month filled with dramatic headlines, markets barely moved.
Market Spotlight: September 2017 (PDF, 215 KB)
Global markets optimism Optimism over improving global economies kept global financial markets on the rise again in July. Market Spotlight: August 2017 (PDF, 90 KB)
Global Bright Spots Emerge A review of changing economies in the global landscape. Perspectives: July 1, 2017 (PDF, 690 KB)
Learn how smart planning can help you reduce your taxes and preserve your wealth.
An update on private corporation tax changes, effective January 1, 2019.
Why even bother with RRSPs?
Remaining changes to the taxation of private corporation.
How could the government's proposals for taxation of private companies affect you?
TranscriptTranscript for video. Jamie Golombek. Revised Private Corporation Tax Proposals. Opens a new window in your browser.
Why most investors don`t need to worry about heavy trading in their TFSAs.
TranscriptFor the video. Jamie Golombek. When Does Trading In Your TFSA Become a Business?
Strategies for gifting money and property to help minimize taxes for the entire family.
TranscriptFor the video. Jamie Golombek. Give a Little Bit. Tax Planning and Gifting.
How you could simplify the tax implications of passing on your cottage vacation property.
TranscriptFor the video. Jamie Golombek. What's Up Dock. Tax Planning for Your Vacation Home.
Can you use the superficial loss rule to your benefit? Jaime Golombek spotlights the superficial loss rule and how it can benefit you. Turn a loss into a gain (PDF, 55 KB)
Make the most of your TFSA TFSA basics and tax planning tips from Jamie Golombek. Tax planning with TFSAs (PDF, 100 KB)
RRSP, TFSA or Mortgage? Jamie Golombek discusses what you should consider when deciding what is right for you. The RRSP, the TFSA and the Mortgage: Making the best choice (PDF, 205 KB)
Pay down debt or save for retirement? Jamie Golombek weighs the options. Mortgages or Margaritas: Is paying down debt putting your retirement at risk? (PDF, 70 KB)
RRSPs: Truth or fiction? Jamie Golombek debunks the myths about RRSPs. In Defense of RRSPs: Dispelling common myths (PDF, 640 KB)
The myth of the refund Canadians have a powerful retirement savings tool in their quiver. Blinded by the “Refund”: Why TFSAs may beat RRSPs as better retirement savings vehicles for some Canadians (PDF, 900 KB)
What are you waiting for? You have the ability to earn tax-free investment income for life. Just do it: The case for tax-free investing (PDF, 600 KB)
2018 Federal Budget How might the budget affect you? Jamie Golombek shares his analysis and commentary. Read the report (PDF, 600 KB)
Maximize so you can minimize Saving on your taxes may be easier than you think. Jamie Golombek shares his tips. Five ways to minimize your 2018 tax bill, starting right now (PDF, 585 KB)
Lock in your income-splitting loan now! The lowest rate in history is quickly coming to an end. Act now for income splitting loans: CRA’s prescribed rate set to double (PDF, 520 KB)
Buying your first home? Already a homeowner? Keep Jamie Golombek’s tax tips in mind. Home Sweet Home – Tax Tips For Homeowners (PDF, 565 KB)
Own a private corporation? Read this. Modifications to proposals for taxation of private corporations. Taking Action: Revised CCPC tax proposals (PDF, 640 KB)
Learn how to trade and use the tools that come with your CIBC Investor’s Edge account.