We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by Gordon Gouinlock, SVP, Sales & Wealth Services, CI Assante Private Client, a division of CI Private Counsel LP, CI Assante Wealth Management, and Marc-Andre Lewis, Vice President and Chief Investment Officer, CI Global Asset […]
When it comes to giving an allowance or not giving an allowance, there are no hard-and-fast rules to follow. Different parents have different approaches, and the only right way is what’s right for you. Here are a variety of viewpoints to consider and choices to make to help you determine which practices suit your personal […]
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Canadian inflation stabilizes – for now Carbon tax issues still pose an inflationary risk Canada’s federal government temporarily cut the carbon tax on consumers to zero in April of 2025. The effects […]
November was a testing period for equity investors as markets swung significantly. A mid-month slump in US indices was precipitated in part by renewed concerns about the longer-term implications of the enormous capital spending by AI companies. After hitting a new year to date high near the end of October, the NASDAQ slid 7% by […]
As a retiree with a Registered Retirement Income Fund (RRIF), you have a minimum amount you must withdraw each year, starting no later than the year after you opened the RRIF. But what if you have one or more years when you don’t need the entire amount, or any of it, to support your retirement lifestyle? Also, […]
The day when you no longer need to work to cover your current and future cost of living, including realizing your retirement dreams—that’s your financial independence day. To identify it, some people try using one of the many online retirement calculators that ask you to input information so you can find out if you can […]
North American stock markets had an up and down month before ending October higher. Volatility flared on several occasions due to US-China trade tensions, unexpected concerns about the health of US regional banks, and the enormous sums tech companies are spending on AI. Yet solid US corporate earnings and eventual signs of calmer US China trade […]
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Interest rates begin to fall again Canadian economy looks for support from lower interest rates The Bank of Canada announced that it was lowering administered interest rates by 25 basis points (a […]
November is “Make a Will” month in Canada, so it’s an appropriate time to discuss not only the importance of having a valid will in place, but how critical it is to have a will prepared by a legal professional with the necessary expertise in estate planning. Adverse consequences of not having a will If […]
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management AI’s Second Act and How to Capitalize on It Humans have been worried about robots replacing them for over four decades. Until recently, the closest invention resembling a robot, the personal computer, boosted productivity but still relied heavily on human […]
