What to do when retirement approaches

Do you want to retire with financial tasks and to-dos or financial peace of mind? Take these wealth planning measures in the years ahead and retire comfortably....

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Single? Estate planning is still important

You may think estate planning is easier for a single person than for someone who’s married with children. Find out why it could be just the opposite....

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Time for a vacation property chat?

Parents may assume their children will eventually want the cottage, cabin or chalet. The children may love the recreation and relaxation, but not the responsibility that comes with it. Discover why you need to start the conversation now....

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Assessing the Opportunities of Choppier Markets Requires Active Decisions

In his February market outlook, CI GAM's Alfred Lam takes a multi-asset approach and discusses the importance of active decision making during periods of market volatility....

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Anti Bullying day - What does Financial Abuse look like?

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2022 Tax Deadlines

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Rising Inflation Inevitably Leads to Bank Rate Hikes

Inflation and interest rates continue dominating news headlines as we begin 2022. Alfred Lam, explores the effect rate hikes could have on economic growth, markets and investment decisions during the year ahead....

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2022 Multi-Asset Outlook

Alfred Lam shares his multi-asset outlook for the coming year and what the impact could be to investors’ portfolios....

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RRIF, meet JLTD

If assets remain in a Registered Retirement Income Fund (RRIF), the estate may owe tax equal to about half the value. But a couple can offset the tax with a strategy you may not know about....

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Prepare for the unexpected

The pandemic taught us that anything can happen at any time. We’ve got several solutions you can put in place in advance to manage unexpected situations that may arise....

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