All posts by: Steven Ferguson

Maximizing Retirement Savings: The RRIF Conversion Strategy

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As people approach retirement, one of their biggest concerns is reducing taxes in their golden years. Strategic planning of how Registered Retirement Income Fund (RRIF) accounts are liquidated during retirement can be a great way to minimize taxes. In this article, we will explore how converting RRSP to RRIF accounts and withdrawing minimum annual payments […]

Wealth & Wisdom Webcast – Thursday, June 29 at 1:00 pm ET

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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, Sales and Wealth Services, and will feature Brent Steele, Vice-President, Wealth Planning. In this webcast, Brent will discuss: How does the new First Home Savings Account (FHSA) work? What […]

The Case for Leveraged Investments: How Miranda Reduced Her Borrowing Costs by Half

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When it comes to investing and real estate, many clients who are purchasing property or real estate ask whether they are better off borrowing money from the bank or selling their investments to make these types of purchases. This is a common dilemma that many investors face when trying to balance their real estate investments […]

Wealth Matters Webcast – Tuesday, May 9 at 1:00 pm ET

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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, Sales & Wealth Services, CI Assante Private Client and will feature Kevin McSweeney, Senior Vice-President, Portfolio Manager & Head of Canadian Equities, CI Global Asset Management. In this webcast, […]

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