Taking RRIF withdrawals in kind

You must withdraw a minimum amount from your Registered Retirement Income Fund (RRIF) each year. If you want to keep the investments instead of cashing them out, you can....

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FIRE versus YOLO

FIRE (financial independence, retire early) tells you to save, and YOLO (you only live once) asks you to spend. They just might get you thinking about your own saving or spending habits....

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How vacation property upgrades save tax

Can spending money save you money? Well, in a way, yes. Find out how improvements you make to your vacation property can mean less tax on capital gains down the road....

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Safeguarding your financial security

Events beyond your control, such as job loss, can threaten your financial security—if you don’t have plans in place. We’ve got three ways to prepare for the unexpected....

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Should you pay down the mortgage or invest?

Some people with extra cash make this decision by comparing the mortgage interest rate to expected investment returns. For others, it’s about more than math....

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[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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