https://youtu.be/-7yFMgMCElQ Introduction: The Retirement Income Crossroads Imagine you’ve saved diligently for years, and you’ve finally hit that milestone where your working life is winding down. You’ve got pensions, investments, maybe even a rental property or corporate account. But here’s the li...
Introduction Most Canadians are sitting on a goldmine—and many don’t realize it. The Tax-Free Savings Account (TFSA) is often misunderstood because of its name. While most people see it as a simple place to stash cash, it’s actually one of the most powerful, tax-free investment tools available. Here...
Global equity markets moved up again in August as investors looked past US tariff rates now at their highest rate since the 1930s. The S&P/TSX Composite Index notched another all-time high at the close of the month while other major indices also gained before pulling back slightly in the final d...
Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Canada’s distorted jobs data The latest figures from Statistics Canada revealed that overall employ...
It’s an age-old question. If you have surplus cash flow or receive a lump sum, such as a tax refund or annual bonus, are you better off making extra mortgage payments or investing the money? Generally, if you expect your portfolio’s rate of return to be greater than your mortgage’s interest rate,...
Choosing an executor (liquidator in Quebec) to appoint in your will is an important estate planning decision. Many people instinctively appoint their spouse, siblings or adult children. This may seem logical, but appointing a family member is not always the best option. While some view being named a...
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