[Fall 2024 GPS] Markets And Your Portfolio

Brief analysis of market trends and what to expect down the road....

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[Fall 2024 GPS] Corporate Tax Changes in 2024

The 2024 federal budget introduced capital gains tax changes that came into effect in June this year. How do these changes affect corporations?...

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[Fall 2024 GPS] Special Report: U.S. Elections

Americans head to the polls to select their new President on November 5. But how will the outcome affect markets and your investments?...

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A new family calls for a new estate plan

If you have children and remarry, you’ll likely wish to provide for your children in your estate plan. We have five methods for you to consider....

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[Summer 2024 GPS] Manager Spotlight: CI Global Leaders

In this edition of the Summer 2024 GPS, we introduce the CI Global Leaders which has been a mainstay in our clients' portfolios for the past decade and more....

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[Summer 2024 GPS] Why Dividends Are Overrated

You might not want to make investment decisions based solely on a company's dividend yield. Warren Buffet's Berkshire Hathaway doesn't pay a dividend, and it's share price has increased by over 3 million percent in the past 60 odd years! Why?...

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Profit by overcoming investment biases

Herd behaviour is often named as the most common investing bias. Can you believe financial behaviourists have identified more than 20 others? Learn about the ones to watch out for....

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How to avoid or minimize the OAS clawback

Will you ever be at risk of having your Old Age Security (OAS) pension clawed back? We’ve got four strategies to reduce the clawback—or even prevent it altogether....

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Do you and your spouse see investing the same way?

You may assume that spouses with opposite investment personalities face investing challenges, while those who think alike have it easy. Find out why the opposite may be true....

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Big Tech vs Everyone Else

A quick review of the big tech stock performances in 2024....

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