How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What guidelines can you follow? There is no cookie-cutter approach to withdrawing retirement income. Here are just some of the factors that make one...
Industrial Revolution 2.0 and Globalization 2.0 Are Both Underway The first round of industrial revolutions (coal, gas, nuclear, internet) saw the growing use of machines andcomputers to enhance human productivity. The job markets rebalanced effectively as a result of trainingand education moving hu...
A year ago, outlooks for US and Canadian equities were cautiously optimistic after a strong 2023, particularly in the US. Caution was indeed needed on several occasions in 2024, but the broad sweep proved to be steadily upwards as major stock indices frequently set new highs on the way to a very goo...
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...
Schedule a Consultation at your convenience — meet virtually, or in-person.