Tax & Estate Planning with Jamie Golombek

Many Happy Returns!
In his new report, Jamie discusses mining your tax return for extra money.
April 2013

Special Report: Federal Budget 2013 Jamie outlines what the budget means for your business and your clients.
March 2013

The RRSP, the TFSA and the Mortgage:
Making the best choice
In his new report, Jamie Golombek examines the question of whether to save towards retirement or pay down debt. Play Podcast.
February 2013

Year-End Tax Planning 2012 Webinar
In this Investment Executive hosted-webinar, Jamie reviews some of his major year-end tax planning tips.
November 2012

Year-End Tax Tips
In his latest report, Jamie outlines the seven most important strategies to focus on before year end.
November 2012

Video: Your estate matters!
Jamie explains the risks of not having an up-to-date will, and provides tips for effective estate planning. Play Video
June 2012

Special Report: Federal Budget 2012. Jamie outlines what the budget means for you.
March 2012

Bye-bye Bonus!
Jamie's new report explains why small business owners may find bonuses more taxing than dividends.
October 2011

Five-Part Tax Tip Series
#1: Home Sweet Home – Tax Tips for Homeowners
#2: Use your kids to your tax advantage! – Tax Tips for Parents
#3: A Teaching Moment – Tax Tips for Students
#4: Mutual Obligations – Tax Tips for Mutual Fund Investors
#5: Intaxication – Why getting a tax refund may be a sign of poor financial planning
March 2011

"Just do it!"
A special report on the case for tax-free investing
February 2011

Blinded by the refund
Which works best: TFSA, RRSP or both? Read Jamie's special report.
January 2011

> Browse more tax and estate planning reports

The RRSP, the TFSA and the Mortgage: Making the best choice
February 2013

Willpower
June 2012

Your Estate Matters!
March 2012

New tax treatment curtails a major advantage of IPPs
September 2011

TFSA not so simple in reality
August 2011

Are diets tax deductible?
July 2011