All posts by: CI Assante Wealth Management Ltd

March 2025 Portfolio Construction

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By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management & Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Canadian inflation – calm before the storm? Tariffs threaten Canada’s inflation rate. The latest data from Statistics Canada revealed that its consumer price index rose 0.1% (seasonally adjusted) in January. […]

The Surprising Variety of RESP-eligible Programs

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When you imagine the post-secondary education you’ll fund with a Registered Education Savings Plan (RESP), you may first think of a university or college. However, the government lists several hundred institutions beyond traditional universities and colleges that have programs eligible for RESP funding. A wide range of choices Here are just some of the career […]

February 2025 Portfolio Construction

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By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer, CI GAM | Multi-Asset Management & Richard J. Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Canadian unemployment underreported Canadian unemployment rate near recessionary levels Statistics Canada announced that 90,900 jobs were gained during the month of December 2024, adding to the […]

February 2025 Market Commentary

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North American equities rose in January despite an up and down month. AI-themed US tech shares were buffeted by an unexpected burst of volatility while Canadian stocks navigated a relatively smoother path upwards. Political change was in focus with Justin Trudeau announcing his resignation and Donald Trump entering office with an immediate and wide range […]

Why Drawing Retirement Income Is Personal

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How much annual retirement income can you safely withdraw? Which source of savings should you access first? When should you start government benefits? What guidelines can you follow? There is no cookie-cutter approach to withdrawing retirement income. Here are just some of the factors that make one retiree’s income plan different from another’s. Risk tolerance […]

January 2025 Portfolio Construction

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Industrial Revolution 2.0 and Globalization 2.0 Are Both Underway The first round of industrial revolutions (coal, gas, nuclear, internet) saw the growing use of machines andcomputers to enhance human productivity. The job markets rebalanced effectively as a result of trainingand education moving humans up the food chain. We enjoyed decades of improved lifestyle due toincreased […]

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