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 […]
By Munro Partners, Portfolio Sub-Sdvisors to certain funds offered and managed by CI Global Asset Management. Munro Partners is a global investment management partnership specializing in growth equities. When it comes to the growing need for clean energy, we draw the line. Literally. The line above follows the rise of artificial intelligence (AI) to the […]
https://youtu.be/xXUK9Rnof3Y Tax season is approaching, which means looking for credits and deductions to pay less tax wherever possible. However, other opportunities are available to save tax that may be implemented at any time during the year. Here are various tax-saving strategies—some familiar and others specialized. Perhaps one or more might benefit you, now or in […]
By 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 – calm before the storm? Tariffs threaten Canada’s inflation rate. The latest data from Statistics Canada revealed that its consumer price index rose 0.1% (seasonally adjusted) in January. […]
Canadian stocks moved sideways until the final week of February and then fell before recovering some ground on the last day of the month. US shares also advanced, initially, and the S&P 500 Index hit a record high on February 19th. However, indices then turned down and posted losses for the month. In contrast, European […]
Interestingly, when stock markets reach new highs, different investors may react in opposite ways. Some investors are elated and want to make the most of a booming market. Others are fearful that what goes up must come down. Greed and fear are common triggers, but we’re always here to help ensure that emotional reactions to […]
When you imagine the post-secondary education you’ll fund with a Registered Education Savings Plan (RESP), you may first think of a university or college. However, the government lists several hundred institutions beyond traditional universities and colleges that have programs eligible for RESP funding. A wide range of choices Here are just some of the career […]
