I can choose who gets my money when I die, right?

Find out under what circumstances the courts may step in to change estate distribution instructions....

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Review of 2025 and What to Expect in 2026

AI investment is accelerating, but can monetization match the momentum? Explore the forces behind the pervasive market volatility and why some see the makings of a bubble....

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How to minimize the tax payable by your estate

Canada does not have an estate or inheritance tax, but your estate assets are still subject to income and capital gains tax. Learn strategies, such as spousal rollovers and gifting to adult children, to reduce your estate’s tax liability....

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Who will manage your finances if you cannot?

A power of attorney document (mandate in Quebec) ensures someone you trust will handle your financial affairs if you suffer a cognitive impairment. It’s a crucial step for every adult, regardless of age....

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Introducing River Road: Absolute Value Investing in U.S. Equities

River Road, a newly appointed CI sub-advisor, shares how they uncover hidden gems, avoid value traps and apply their overall absolute investing philosophy. Read the full interview to discover their conviction-driven strategy....

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A “beneficiary lottery” is what happens when you leave an inheritance to chance

Learn why the order of deaths in a couple may mean some beneficiaries get a windfall while others are left out in the cold....

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The importance of having a professionally drafted will

Discover why everyone should have a valid will that is prepared by a legal professional....

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The Power of Scale

The ultimate driver of value in today’s markets is scale. Find out how this hidden ingredient separates small business from trillion-dollar valuations....

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AI’s Second Act and How to Capitalize On It

Discover how the rise of AI-enabled physical robotics could reshape the job market, drive innovation and create new investment opportunities in tech and equities....

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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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