June 2026 Portfolio Construction
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures, geopolitical risks, oil prices, and the longer-term market outlook.
June 29, 2026
All posts by: CI Assante Wealth Management Ltd
June 22, 2026
June 2026 Market Commentary
Read the June 2026 Market Commentary covering Canadian housing uncertainty, U.S. inflation pressures, geopolitical risks, oil prices, and the longer-term market outlook.
May 26, 2026
Why Verifying Asset Ownership Is the First Step in Estate Planning
Has the thought of estate planning ever felt so overwhelming that it gave you a headache? From a practical perspective, estate planning shouldn’t be so daunting. In reality, many don’t have the faintest idea where to start. They’re just certain about one thing—that they should have a will. So, here’s where you can begin. The […]
May 15, 2026
May 2026 Portfolio Construction
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, CI Assante Wealth Management Canadian inflation remains contained, despite energy price surge Gasoline prices fuel inflationary increase The latest inflation report from Statistics Canada stated that gasoline “prices surged 21.2% […]
May 15, 2026
How to Build a $10k Per Month Retirement Income Plan in Canada
Many retirement conversations start with a lump-sum target. You may hear that if you want $10,000 a month after tax in retirement, you need $2 million saved. It sounds tidy, but it leaves out the part that matters most: retirement income does not come from one source, and it does not behave the same way […]
May 14, 2026
May 2026 Market Commentary
Two months after the U.S. and Israel attack on Iran shook markets, key equity indices around the globe recovered in April from March slumps, with the S&P 500 and Nasdaq both posting double-digit gains for the month. A ceasefire announced April 8th no doubt helped propel markets higher but the Strait of Hormuz, through which […]
April 30, 2026
April 2026 Market Commentary
The first quarter of 2026 began on a positive note for investors, particularly in Canada, with the S&P/TSX Composite Index closing at a record high on January 28th. However, a sharp reversal of gold and silver prices during the last two trading days of January knocked over 1,200 points off the index and erased most […]
April 30, 2026
April 2026 Portfolio Construction
By Alfred Lam, CFA, Senior Vice-President, and Co-Head of Multi Asset, CI Global Asset Management Lessons from Past Market Cycles Without a doubt, the ongoing conflict involving Israel, the United States, and Iran has become a major driver ofmarket sentiment, prompting investors to grow increasingly cautious toward non-cash assets. Although theconflict appears likely to remain […]
April 9, 2026
Wealth Planning for Couples Without Children
A recent report lists Canada as having the highest percentage of couples without children among all developed nations.1 Financial life is different for this demographic group, with unique issues and opportunities. Here’s a look at financial decisions for a couple without children across several components of wealth planning, including investments, insurance and estate planning. When will […]
April 2, 2026
Spousal RRSP: How It Works and the 3-Year Attribution Rule
A spousal RRSP comes up all the time for couples, especially when one person has done most of the saving. It’s easy to think of it as a “bigger refund” move. But honestly, that’s not the real point. The real value shows up later, when you start taking money out. A spousal RRSP can help […]