Today, more and more investors have greater expectations from the companies they invest in. It’s about more than companies turning a profit – it’s about how they do it. Are they protecting or harming the environment? Are they respecting or disregarding human rights? Investors want to know that companies are good corporate citizens. Investment management firms have […]
Canada’s Finance Minister, the Honourable Chrystia Freeland, tabled the 2022 federal budget on April 7, 2022. The Canadian economy returned to its pre-pandemic level of activity in the fourth quarter of 2021. Real GDP also grew 6.7% at an annual rate in the last quarter of 2021. However, the effects of economic uncertainty are evident […]
As we’ve covered before, cryptocurrency can be an attractive investment. We’ve spoken about it in the past, discussing what cryptocurrency is, why everyone is so excited by it, and how one can invest in cryptocurrency. However, one element that is not often discussed is how cryptocurrency gains or losses are taxed. To help you, this […]
The markets continue to grapple with many different variables where in isolation is difficult to get a handle on however in confluence make matters exponentially more complex. In this article, our team at CI Multi Asset Management, provides a detailed and timely breakdown of the overall Russian/ Ukraine exposure within the Assante Private Portfolios. Portfolio […]
If you’ve been asked to be the executor of an estate, or have been thinking about creating and/or updating your will, you may be wondering what an Executor is, and what they are responsible for. What is an Executor? An executor of an estate is an individual that has been selected to administer the last […]
With so many types of financial accounts and acronyms, it is hard to keep track of which one is which. In this article we will be reviewing specifically the Locked In Retirement Account – or LIRA for short – what it is and whether you need one. If you are employed by a company and […]
In case you missed our webinar on November 18, 2021, we hosted a one-hour financial education session. Highlights and where to find various topics are included below: Overview of financial accounts – 04:50 Refresher on RESP Accounts- 09:50 RRSPs vs TFSA- 19:34 Retirement Income-33:35 Insurance & Estate Planning- 42:50
As we near the end of 2021, many of us may be considering whether we will be making a charitable gift to causes that we care most about. While there are several charitable gifting options, there are a number of strategies to help you make the right decision for your situation. In order to promote […]
On Thursday November 18th at 11am, team member Jacqueline Ozdemir will be running a one hour Financial Education Webinar via Zoom. This webinar will provide a review of some of our webinars that were hosted throughout the year and will cover a range of topics including: Overview of financial accounts How to save for a child’s […]
Peter Hofstra, Senior Vice President and Senior Portfolio Manager at CI Global Asset Management shares with us his team’s process for investment and risk management. As well, we look at what is happening in the markets now, how it is different that what the last decade looked like and what it means for current stock […]
