Well-Advised: Fall 2026 Edition
Autumn brings a welcome return to regular routines, making it a natural time to step back, revisit your priorities, and ensure your wealth strategy continues to reflect your current life stage. As we move into the final months of the year, taking a proactive approach to your financial well-being can bring both clarity and peace […]
Getting a head start on year-end to-dos
With several financial deadlines and holiday planning, the first two or three weeks of December can be busy and challenging. You can reduce end-of-year stress by starting early with any of these registered plan strategies. TFSA. If you plan to make a Tax-Free Savings Account (TFSA) withdrawal in the near future, consider the timing. Withdraw […]
When you’re asked to be an executor
Someday, a relative or a close friend may ask you to serve as the administrator of their estate (succession in Quebec). While this is an honour, it also involves significant responsibility. The title varies by province—executor, liquidator, estate representative, administrator, estate trustee or personal representative. But the duties are essentially the same, and you should […]
Is it time to review your estate plan?
It’s easy to put off making changes to your estate plan. After all, the plan doesn’t even take effect during your lifetime. But there are good reasons to regularly monitor your estate plan and make any adjustments now, not later. One reason is that certain changes or additions to an estate plan should be implemented […]
Using the RDSP
An individual approved for the disability tax credit is eligible to be the beneficiary of a Registered Disability Savings Plan (RDSP). Opening an RDSP. A parent or legal representative of a child with a disability can open an RDSP and be the plan holder when the beneficiary is under the age of majority. A beneficiary […]
Supporting a child with special needs
Raising a child who has a disability requires a great deal of extra time to provide and arrange care. In addition, wealth planning issues are involved, but you can get help with financial matters. You want to take advantage of any available tax relief now and ensure your child is properly cared for after your […]
Staying within your comfort zone
Understanding and remaining within your risk tolerance is one of the most important factors in investing. If someone invests outside their comfort zone, they might experience anxiety or regret—or even financial loss. However, a market run or swing may sometimes tempt an investor to change their habits. Raising risk Consider someone saving for retirement who […]
Beyond Artificial Intelligence (AI): Where We See Opportunities Around the World
Alfred: Karen, you are not new to me obviously, but your name may be new to the audience. Can you introduce yourself? Karen: Sure. I’m Karen Xue, Director of Multi-Asset Research at CI Global Asset Management. I’ve been with CI since 2021. Before joining CI, I worked at one of the major Canadian banks, where […]
Ownership Drives Outcomes: Estate Planning Considerations for Personal Assets
A previous blog focused on the fact that the first step in an estate plan is to take inventory of all your assets and note how they are owned. Now that you have ascertained that you are the personal owner of several assets, it’s important to determine the nature of that ownership. Note that the […]
A Message to Clients About Our Technology Transition
