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

Video. Tax changes for 2020. 2:11. Opens in a popup.
Play video: Hold the holdco! Is a holding company right for you? 4:30.
Play video: How is investment income taxed? (3:45)
Play video: Give a little bit: Tax planning and gifting (4:53)
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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.

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.

Jamie Golombek and Debbie Pearl-Weinberg discuss how the most common types of investment income are taxed differently.

A portfolio less taxing (PDF, 80 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

Webinar: A retirement less ordinary — plan to live the life you love. 57:48. Opens in a pop-up

TranscriptFor the video: A retirement less ordinary — plan to live the life you love. Opens a new window in your browser.

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)
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Articles

How to financially prepare your family for a rainy day.

Create an emergency fundOpens a new window in your browser.

Changes in your life may require you to adapt your financial game plan.

Update your financial plansOpens a new window in your browser.

Many teenagers have after-school jobs that are a great source of income, pride and responsibility. Your conversations with them can now be centred on making the best decisions about their money, needs and wants.

The importance of a good budgetOpens a new window in your browser.

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