The boss of the boss: inflation It is fair to assume inflation is cooling. Supply chain disruption has eased, as evidenced by the falling commodity prices. As interest rates rise, the willingness and ability of consumers to pay up has diminished. We have seen this in the property sector as mortgage rates have more than […]
One of the tax breaks the government gives to couples takes place when the first spouse passes away. That person’s Registered Retirement Income Fund (RRIF) can be taken over by the surviving spouse without taxes being payable at the time. So those funds continue to grow on a tax-deferred basis. But what happens if the […]
In light of recent market volatility, we invite you to attend a special occurrence of our Assante Wealth Matters webcast, providing timely investment and global market updates. Hosted by Gordon Gouinlock, Senior Vice-President, Sales & Wealth Services, Assante Private Client and will feature Robert Swanson, Senior Vice President, Head of Global Equity Strategies, CI GAM […]
Currency exchange rates joined the ongoing themes of inflation, central bank policy and oil prices preoccupying investors during September. Here’s a summary of the events that steered the markets. COVID-19 and market developments It was another tough month for equities after the Fed reiterated it would continue on its monetary tightening path for as long […]
The U.S. housing market was the epicenter of the 2008/09 financial crisis that had global ramifications. Toxic assets, built with derivatives and based upon questionable mortgages, made their way into many investment portfolios around the world. Not surprisingly, when that house of cards eventually folded, this sector of the U.S. economy was hit very hard. […]
During income-earning years, a Tax-Free Savings Account (TFSA) can be used to fund numerous expenses – a child’s education, family trips, a wedding, just about anything. Once you retire, you’ll discover that a TFSA is just as versatile, helping you to meet a variety of needs unique to retirement. Continue to contribute Many people in […]
We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. We invite you to attend our Wealth Matters webcast, providing timely investment and global market updates. This session will be hosted by Gordon Gouinlock, Senior Vice-President of Sales and Wealth Services at CI Assante Private Client, and will feature […]
Despite challenging headline news of supersized rate hikes, peaking inflation and mixed earnings from major U.S. companies, equity markets rallied defiantly resulting in a good month for investors. COVID-19 and market developments U.S., Canadian and global equities rose through July with the S&P500 Index, Dow Jones and Nasdaq notching their biggest monthly gains since 2020, […]
It’s always helpful to have a retirement date in mind and imagine how you want to spend your retirement years. But there can be turns in the road. Situations may arise that cause you to change your plans in order to achieve your retirement goals. Here’s a variety of fictional scenarios reflecting real-life situations that […]
In case you missed our Wealth Matters webcast on July 12th, we are providing some key highlights on what forces are driving the market’s behavior, how we are responding to this in our Assante Private Portfolios and best practices in the current market atmosphere. This session was presented by Stephen Lingard, Senior Portfolio Manager and […]
