https://www.youtube.com/watch?v=zMIrDNmMvAE&t=2s A Registered Education Savings Plan (RESP) is widely acknowledged as the number one way to save for a child’s education. However, many Canadians use an RESP as the foundation and complement the plan with another investment vehicle. Why would pare...
August has historically been a weak-performing month for investors and it once again lived up to its reputation. Read the August 2023 Market Commentary here. Here’s a summary of the main events that steered the markets: Monthly Market Commentary Equity markets ended August lower but remain up year t...
Alfred Lam, CFA, Senior Vice-President, and Head of Multi-Assets, CI Global Asset Management. Technology is disruptive. This statement is somewhat true, somewhat untrue. Since the introduction of the personal computer in the ‘80s, human beings have experienced growing exposure to technology which ch...
https://youtu.be/BHaAVg3Chwk A vacation property owner has always intended to hand down the property to her two children. However, she’s planning her estate and faces a challenge. Her adult daughter regularly vacations at the lakeside property, but her son lives three provinces away and is no longer...
As you know, the cost of owning a home continues to rise. Young adults are struggling as years of savings are becoming more inadequate towards their first home goals. To address this, Budget 2022 proposed a new Tax-Free First Home Savings Account (FHSA), a new registered account to help individuals...
We invite you to attend our FHSA webinar, where we’ll be covering everything to know on the FHSA. This includes FHSA benefits, contribution room, timelines, review real case studies and expert insights. This session will be hosted by Jacqueline Ozdemir, Financial Advisor. Webinar details: Date...
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