Jamie Golombek

As Managing Director, Tax & Estate Planning with CIBC, Jamie works closely with CIBC advisors to support their clients and deliver integrated financial planning and strong advisory solutions. Jamie is quoted frequently in the national media as an expert on taxation and writes the weekly tax column, Tax Expert, for the National Post.

Jamie Golombek

Videos

Play video: Hold the holdco! Is a holding company right for you? 4:30.
Video: 2019 year-end tax tips. 6:16
Play video: How is investment income taxed? (3:45)
Play video: Webinar: 2019 federal budget & tax tips for investors with Jamie Golombek (38:59)

TranscriptFor the video. Opens a new window in your browser.

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Articles

A Holdco itself doesn’t produce goods nor provide services but exists mainly to hold shares of another company or to hold investments.

Hold the Holdco! Is a holding company right for you? (PDF, 80 KB) Opens a new window in your browser.

As year end approaches, this report reviews some tax tips to consider.

2019 year-end tax tips (PDF, 200 KB) Opens a new window in your browser.

Stuck holding securities that have gone down in value? Jamie Golombek discusses why selling them may be an option.

Last resort: Write it off (PDF, 65 KB) Opens a new window in your browser.

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Videos

Play video: Webinar: 10 simple steps to successful estate planning (58:58)

TranscriptFor the video. Opens a new window in your browser.

Play video: Tax-effective estate planning (51:51)

Articles

Let’s look at a few things to keep in mind when it comes to RESPs and your estate.

Have you considered how your RESP will be dealt with should you die? (PDF, 35 KB) Opens a new window in your browser.

Though sometimes overlooked, naming the right executor and assigning powers of attorney are both important parts of your estate plan. Let’s examine why.

Estate matters: Executor and power of attorneyOpens a new window in your browser.

Estate planning is important for everyone, not just the wealthy.

The estate plans of effective people (PDF, 50 KB)Opens a new window in your browser. 

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Videos

Play video: Money Minute: RRSP hacks (1:18)
Play video: Money Minute: The power of time and dividends (1:16)
Play video: How to talk to your teens about money (2:58)
Play video: Increase in TFSA limit for 2019 (1:00)
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Articles

Get some tips to help your young children understand spending decisions.

Helping children understand needs versus wantsOpens a new window in your browser

Prepare for the unexpected by creating a plan to pay down your debt and save for your financial future.

Are you caught between your children’s and your parents’ financial needs?Opens a new window in your browser.

How to financially prepare your family for a rainy day.

Create an emergency fundOpens a new window in your browser.

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