Register Here We invite you to join our webinar: The Strategic Use of Trusts. Trusts are one of the most powerful and misunderstood tools in wealth planning. But many people aren’t sure when a trust actually makes sense, how they’re taxed, or what’s involved in setting one up. In this session, we’ll...
https://youtu.be/QK95YgU8lMg 2026 brings a fresh set of updates to Canada’s main registered accounts. Some limits are increasing, others are staying put, and a few rules still work very differently than people assume. On their own, these changes can feel minor. But added together, they shape how you...
Good investing outcomes are often shaped less by finding the next winning stock and more by avoiding a handful of common mistakes. For Canadian investors, concentration, poor timing, unclear goals, and unrealistic expectations can quietly do real damage over time.
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 Canadian housing issues remain Affordability requires sustained gains in housing starts The Canada...
January was a positive start to 2026 for investors, particularly in Canada, with the S&P/TSX Composite Index closing at a record high on January 28th. However, a sharp reversal of gold and silver prices during the last two trading days of the month then knocked over 1,200 points off the index an...
Introduction: Making More Money Isn’t the Entire Answer We’ve seen households earning roughly the same amount, land in totally different places. One with everything scattered across random accounts. The other is building real options: flexibility at work, more control over taxes, a clear plan for fa...
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