https://youtu.be/9Mbxt4PkwZc You set up an in-trust-for (ITF) account years ago—maybe to give your kid a head start on post-secondary costs, their first car, or simply to teach them about investing. You’ve been managing that money, carefully choosing stocks or funds, watching it grow. Then comes the...
https://youtu.be/EDK9yQ0_cnU Let’s be honest—nothing makes future retirees sweat like a big red arrow on the market report. If you’ve ever caught yourself thinking, “Maybe I should delay retirement until this blows over,” you’re not alone. It’s a natural reaction. Market downturns can feel lik...
https://youtu.be/WnuL6TD9yX4 Deciding when to start your Old Age Security (OAS) might feel like a simple checkbox on your to-do list. In reality, that timing can spell thousands of dollars gained—or lost—over your retirement years. In 2025, OAS rates, clawback thresholds and tax rules all intersect...
https://youtu.be/yZwYmCfMlKo Retiring with $1 million in savings feels like a milestone worth celebrating. But here’s the thing: $1M isn’t a magic number that guarantees zero money worries. Depending on how you tap into your RRSP, TFSA and non-registered accounts—plus how benefits like Old Age Secur...
The second quarter of 2025 began with equity indexes plunging on the heels of the April 2 US announcement of sweeping tariffs on almost every trading partner worldwide. Volatility as measured by the Vix index soared and bond yields jumped as fixed income markets also tumbled. The quarter also delive...
By Alfred Lam, CFA, Senior Vice-President, and Chief Investment Officer, CI GAM Multi-Asset Management and Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy of CI Assante Wealth Management. Canada–U.S. investment gap widens Domestic investment falls again Updated figures from Statistic...
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