https://www.youtube.com/watch?v=OG1V-MoWfo0 The start of a new year is a perfect opportunity to take stock of your finances and set the foundation for a prosperous future. While financial planning might seem overwhelming, the key to success lies in consistency and small, actionable steps. Here’s how...
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be presented by Gordon Gouinlock, Senior Vice-President of Sales and Wealth Services at CI Assante Private Client and CI Private Wealth and Marc-André Lewis, President and Chi...
Many people avoid conversations about funerals, particularly their own. Some are indifferent to what happens to their body. Others dismiss the topic to deflect their discomfort, saying, “I’ll be gone anyway, so why worry about it?” Meanwhile, those who are superstitious may feel that discussing thei...
In a typical estate plan, each spouse leaves their assets to the other. When the second spouse passes away, assets are distributed to the children. However, an estate plan is not usually typical when you remarry and have children from a prior marriage. When you remarry, you’ll update your will and b...
Economy contracts on per-person basis Statistics Canada announced that, on a monthly basis, real gross domestic product (GDP) by industry contracted by less than 0.1% in August. This follows weak results for both of the previous two months and left annual growth at a lethargic 1.3%. Perhaps not surp...
With the weather cooling and winter on the horizon, snowbirds are poised to fly south—but if you’re looking to purchase a property in the U.S. or returning to one you already own, you may face estate planning complexities. On death, Canadian residents’ estates may owe income taxes in Canada, since t...
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