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Financial Tips
Financial tips
This report highlights some key tax and estate planning opportunities in the context of a properly structured transition plan.
Note: this report was initially published in November 2020.
Written By
Jamie Golombek, CPA, CA, CFP, CLU, TEP
Jamie Golombek is the Managing Director of Tax and Estate Planning with CIBC in Toronto. Jamie is quoted frequently in the Canadian media as an expert on taxation, writes a weekly column called “Tax Expert,” in the National Post, has appeared as a guest on BNN, CTV News, and CBC’s The National and has been a regular personal finance guest on The Marilyn Denis Show.