Blogs & Insights

If you haven’t already given us the name of a “trusted contact person,” read why naming one now could help you in the future....

Learn how to save for a child’s or grandchild’s education beyond a Registered Education Savings Plan (RESP) — either to accumulate more savings or gain extra flexibility....

It’s common to think of beneficiary or legatee designations as done once and done forever. Learn why it’s important to review your designations and when to make a change....

It’s often desirable to dedicate a Tax-Free Savings Account (TFSA) to meeting a single goal. However, TFSAs can also be structured to achieve multiple financial objectives....

Given the challenging year markets have experienced so far in 2022, you might be wondering if we have seen the worst of it....

As we discussed since the launch of this weekly letter, we expected inflation to start to show signs of deceleration over the next few months and expected this to support financial markets....

THIS WEEK’S RECAP: ▪ The Federal Reserve delivered the expected 75 basis points (bps) increase to its funding rate, bringing it to 3.75%....

Please follow the link for the CI GAM Q4 report....

September’s Canadian inflation readings came in higher than expected but lower than previous months adding to the evidence that we have probably seen the peak for both the headline and core measures. This is in contrast with the US where inflation is...

Youth who develop financial literacy at home will manage money better once they leave. Find out about four principles and practices you can help them acquire....