Family trusts have long been a useful tool for many Canadians, offering benefits in estate planning, privacy, and asset protection. However, recent changes in federal tax policy may affect whether a family trust remains the best option for some families. While trusts still hold value in various situ...
By Alfred Lam, MBA, CFA, Senior Vice-President & Chief Investment Officer of CI GAM | Multi-Asset Management, and Richard Wylie, MA, CFA, Vice-President, Investment Strategy, CI Assante Wealth Management Fed cuts interest rates Following its two-day monetary policy meeting on September 18, the U...
Stocks and bonds closed higher in an eventful third quarter as falling inflation and interest rate cuts outweighed sudden bursts of volatility in early August and September. Investors scrutinized data for any hints of possible recessions in Canada and the U.S. as unemployment crept up but welcomed a...
In recent years, there’s been a lot of talk in the tax and trust community about new trust reporting rules in Canada. Starting with the 2023 tax year, most trusts have been required to provide detailed information to the CRA. This includes disclosing names, addresses, dates of birth, jurisdictions o...
https://youtu.be/IoTOFZ0v2ds Are you in a season in your life where you’re thinking– “I’m ready to grow my wealth.” “Have more financial security.” We collaborated with Charles Ayodele, Mortgage Broker at Mortgage Broker Finances by Charles Ayodele, to discuss everything about cutt...
Estate planning is a critical part of securing your financial future, and while most people focus on their physical and financial assets, digital assets are often overlooked. In today’s connected world, our digital footprint is more significant than ever—ranging from online bank accounts and investm...
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