https://youtu.be/xOnjWTvKbyY Setting the Stage: Why Year‑End Planning Actually Matters Every December, millions of Canadians are busy wrapping gifts, not their tax returns. But here’s the thing—what you do before the clock strikes midnight on December 31 can have a direct impact on the amount you ow...
https://youtu.be/1Ou5FguPqaQ Introduction Retirement isn’t a finish line. It’s the start of a very different financial game, one with its own rules, trade‑offs, and potential traps. And here’s the truth many people don’t realize until it’s too late: the way you withdraw from your accounts often matt...
November is “Make a Will” month in Canada, so it’s an appropriate time to discuss not only the importance of having a valid will in place, but how critical it is to have a will prepared by a legal professional with the necessary expertise in estate planning. Adverse consequences of not having a will...
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management AI’s Second Act and How to Capitalize on It Humans have been worried about robots replacing them for over four decades. Until recently, the closest invention resembling a robot, the pers...
Investment markets had a good summer, with major equity indices across the globe sprinting further ahead during the three-month period ending September 30th. Canadian and US bonds also rose, and gold hit a record high on the final day of the quarter. US and Canadian economic data released during Q3...
https://youtu.be/sGJSu0xF3J0 Introduction You’ve been paying into the Canada Pension Plan (CPP) for years—decades, in fact. That deduction comes off your paycheque like clockwork, and for many Canadians, it’s easy to think, “That’s my retirement taken care of.” But here’s the catch: the way you clai...
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