By Stephen Lingard, MBA, CFA, SVP, Co-Head of Multi-Asset, CI Global Asset Management Since the pandemic and leading into the inauguration of Donald Trump as the 47th President of the United States, the U.S. economy has been extremely resilient, growing above assumed real trend growth of 2% per annum *85% of the time (*quarterly data, annualized, […]
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management and Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy of CI Assante Wealth Management. Canada’s job market remains divided Further Canadian dollar weakness likely Statistics Canada announced that 32,600 jobs were lost during the month of March, the first decline […]
North American stocks plunged at the start of the month after Donald Trump unveiled a far-reaching array of global trade tariffs on April 2 that exceeded any expectations. The yield on the benchmark US 10-year Treasury bond climbed half a percentage point in a week (yields move up as bond prices fall), the largest such […]
A donor-advised fund (DAF) is a flexible charitable vehicle you can use to flow donations through to your favourite charities today and as part of your estate planning. Like a private foundation, a DAF enables the donor to make multiple donations over time and support a variety of causes. However, the administrative burden and costs […]
Register Here Markets are evolving faster than ever—and investors are watching closely. From the rise of artificial intelligence to interest rate decisions, U.S. election outcomes, and housing market shifts, today’s headlines are shaping tomorrow’s investment decisions. We invite you to join us for a timely and engaging session hosted by Omar Leheta, Financial Advisor, Assante […]
The Old Age Security (OAS) program provides a guaranteed stream of income to Canadians in retirement – but those with taxable income above a threshold (in 2025, $93,454) start losing some of their OAS to the pension recovery tax (commonly referred to as the clawback). When taxable income reaches a second threshold (in 2025, $151,668 […]
In the first quarter of 2025, Donald Trump entered office, Justin Trudeau departed, and Mark Carney became Canada’s 24th Prime Minister and called an election for April 28th. Running in parallel to these political changes were numerous and often unexpected US trade tariff announcements that ultimately unsettled markets. The cumulative effect of Trump’s burst of […]
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management What Happened? The April 2 U.S. tariffs announcement was a “known unknown.” While it was expected that President Trump would reveal his plan, the specifics were uncertain. Investors had already braced for some level of damage, with the S&P 500 […]
Millennials may have multiple financial goals, which means saving enough and figuring out how much to dedicate to each need. Imagine an individual or couple who are making large mortgage payments, contributing to their young child’s Registered Education Savings Plan (RESP), paying off their car loan, building an emergency fund, contributing to their Registered Retirement […]
Many young adults want to put money aside, but their cost of living prevents them from saving and investing. You may consider helping out your child or grandchild to give them a head start on meeting their financial goals. Today, a young Canadian may have contribution room in three different plans: a Tax-Free Savings […]
