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Jamie Golombek
Managing Director of Tax & Estate Planning at CIBC and a widely respected voice in the Canadian financial industry. Frequent guest on BNN, CTV and CBC’s The National, and in 2023 was awarded the prestigious CPA Fellow designation.
Best podcasts with Jamie Golombek
Ranked by the Snipd community
Aug 26, 2025
• 1h 12min
#24 — Jamie Golombek: Tax and Estate Planning in Canada
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Jamie Golombek, Managing Director of Tax & Estate Planning at CIBC, shares invaluable insights into navigating tax and estate planning in Canada. He emphasizes that aiming for a large tax refund might not be ideal and discusses the advantages of employer-matched savings. Jamie highlights the benefits of the First Home Savings Account (FHSA) and strategic charitable giving, including donating appreciated securities. He also underscores the importance of having a will and maintaining a net worth statement to avoid common estate planning pitfalls.
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