Life sometimes has its uncertainties. Major economic events, such as a deep recession, or personal challenges, such as job loss or divorce, can shake our financial stability. Corporations and governments establish contingency plans to protect against unexpected calamities, but individuals can also put a plan in place. Here are three ways you can help safeguard […]
Family situations often come with a mix of personal and financial considerations. When complex decisions arise, having guidance from wealth planning professionals can help ease the process and ensure your financial goals remain on track. Below are some real-life examples of how clients and their advisors have worked together to address common family-related financial questions […]
North American stock indices rose in May, with the NASDAQ in particular putting in a strong showing on the back of resilient tech companies. Stocks gained on moderate US inflation data and an emerging perception that the Trump administration won’t enact its most severe global tariff threats after the US first announced and then rolled […]
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. Canadian inflation falls on carbon tax cut Carbon tax break lowers Canada’s inflation rate, for now The latest data from Statistics Canada revealed that its Consumer […]
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 […]
