Every year, inevitably, April 30 rolls around. In the weeks leading up to the personal income tax return filing deadline, many across Canada brace themselves for the ordeal of getting their financial paperwork in order. Few enjoy the process of preparing to file their taxes. But what may seem like a chore is also an […]
In the realm of financial planning, time is not just a factor—it’s a pivotal player. Like most Canadians, you’ve made astute financial decisions and made a commitment to your future financial goals. Yet, in this journey, there’s a silent tide that often goes unnoticed: the impact of waiting to invest. This article peels back the […]
Different Ways Investments Get Taxed Understanding the tax implications of different investment assets and accounts in Canada is crucial for maximizing investment income and minimizing tax liabilities. When it comes to investing, taxes can significantly impact your overall returns. Different types of investment income are taxed differently, and the tax treatment varies depending on the […]
https://youtu.be/EqICsNrMO-k Transitioning from work to retirement can be tricky, especially when it comes to managing investments. Many of our clients who are in their late working years often ask: “Should I move my investments assets into a very conservative portfolio before I retire?” This was the case for our client, Matthew, with whom we had […]
https://youtu.be/nOdk8c9ZHX4 A new year means a fresh start for your finances. It’s the perfect time to look at where you’re at and where you want to go. Whether you’re saving for retirement or planning big investments, this is a great opportunity to make sure everything is on track. Getting your money matters right is key, […]
By Stephen Lingard, MBA, CFA, Senior Vice-President, and Co-Head of Multi-Asset, CI Global Asset Management Pressure Continues to Build Equity implied volatility is in the mid-teens, suggesting a possibility that investors have become complacent. This is happening despite a relentless increase in market interest rates, which is slowly building pressure on the system. After a […]
As you approach the milestone of your 60’s, it’s essential to engage in comprehensive financial planning to make the most of your hard-earned savings and investments. We will guide you through the critical aspects of financial planning in your 60s, offering insights and actionable advice to help you navigate this important phase with confidence. Finalizing […]
50 is an exciting milestone. By now, your hard work and dedication have likely resulted in a successful career and financial stability. As you enter this stage, it’s crucial to shift your focus towards securing your future and ensuring a comfortable retirement. We will guide you through essential financial considerations to help you make informed […]
https://www.youtube.com/watch?v=9Ugr2vgNBQs&t=3s Many of our clients work for corporations that offer a variety of employer savings programs designed to enhance their financial security. These programs can encompass Group RRSP programs, Employee Profit Share Plans, Defined Contribution Plans, and the increasingly popular Restricted Stock Unit (RSU) share plans. While our clients often grasp the advantages of these […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President, Sales and Wealth Service, CI Assante Private Client and will feature Kevin McSweeney, Senior Vice-President, Portfolio Manager & Lead – Canadian Equities at CI Global Asset Management. In this […]
