In case you missed our webinar, we reviewed everything you need to know about Registered Education Savings Plans. This webinar is suitable for anyone considering opening up an RESP for the first time, anyone who already has an RESP account and for those who are about to or who have already started withdrawing from their […]
Join us on Thursday, June 24th, where we will review everything you need to know about Registered Education Savings Plans. We’ll cover important topics, including: How to maximize government grants How to invest in an RESP account How to withdraw from an RESP account What are your options if the beneficiary does not use all […]
We’d like to invite you to our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Damon Sutherland, Senior Vice-President at CI Assante Private Client and will feature Alexandra Gorewicz, Vice- President and Head of Rates at CI Global Asset Management. In this webcast, Alexandra will provide: An […]
On April 27th we hosted a virtual recap of the recently released 2021 Federal Budget and the impact it may have on your investments, tax planning and business. Highlights and where to find each are included below: Proposal of a new Luxury Tax on certain high end vehicles and boats and aircrafts – 10:25 Canada Wide Early […]
Join us on Tuesday April 27 at 10am EST as we review the recently released 2021 Federal Budget and the impact it has on businesses, your investments, and tax planning. This webinar will be hosted by our team alongside Wilmont George Jr. Vice- President, Tax, Retirement and Estate Planning at CI Global Asset Management Inc. […]
With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]
With world health and climate change on the forefront of many news articles these days, Socially Responsible Investing is becoming more and more popular. Terms like ‘Environmental’, ‘Social’ and ‘Governance’ are making noise in the investment industry as investors are seeking solutions that align their personal values with their investment portfolios. In this webinar, we […]
One of the most commonly asked questions we receive from new investors, is whether or not they should be investing in a TFSA or RRSP. Even for investors that already hold these accounts, we are often asked which one they should be contributing to, or if they should be contributing to both. While TFSAs and […]
By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for older generations. Anyone with assets or dependents can benefit from creating a Will and ensuring it is kept up to date. In this […]
Did you know that 51% of Canadians don’t have a Will, and only 35% say they have one that is up to date.[1] By not having a Will or having an outdated one, your final intentions could go unactioned, leaving loved ones without the inheritance you had planned for them. Wills are not just for […]
