The 2023 Federal Budget is set to address a number of issues as Canadians contend with high inflation and monetary policy designed to slow economic growth. What will the Minister of Finance unveil, and how will it affect investors? Our experts are ready to interpret the Budget and help you devise suitable tax strategies.
After years of relative stability, markets have become increasingly volatile and difficult to understand. Gaining access to informed views on the macroeconomic and geopolitical landscape is important to help you invest wisely.
Looking to enhance your practice with ETFs? Save the date for the CI ETF Symposium, where industry professionals will come together to exchange thoughts on the latest ETF trends and themes.
Join us:
Tuesday, April 25 in Halifax, Nova Scotia
Wednesday, April 26 in Montreal, Quebec
Thursday, April 27 in Toronto, Ontario
Wednesday, May 3 in Calgary, Alberta
Thursday, May 4 in Vancouver, British Columbia
Contact your CI GAM Sales Team for more information.
IN-PERSON EVENT
2023 CI Leadership Forums
May, September 2023
After two long years of virtual meetings, our resolution for the new year is to create more opportunities for you to reconnect in person. That’s why we are happy to announce the dates and locations for your 2023 CI Leadership Forums.
Join us:
May 30 – June 1 at the Grand Hyatt in Nashville, Tennessee
September 20 – 22 at the Fairmont Queen Elizabeth in Montreal, Quebec
Contact your CI GAM Sales Team for more information.
CE PORTAL
CI GAM’s CE Portal is a self-serving platform that makes it easier for you to earn continuing education (CE) credits with access to relevant, timely content that is available on-demand and at your convenience. The CE Portal allows you to manage all your CE credit certificates issued from CI Global Asset Management all in one place, from virtual to in-person presentations.
More investors are seeking income today, either to boost total returns or as a reliable cash flow stream. For effective, well-diversified income generation, consider a modern approach utilizing income generating equities and high yield bonds.
Tackling Inflation and Finding Opportunities with Commodities
March 1, 2023
These days, many investors are focused on managing the impact of inflation and improving portfolio diversification to help enhance risk-adjusted returns. Investing in commodities could help achieve both objectives.
How can you achieve positive alpha in your client portfolios as markets continue to face an onslaught of challenging factors? Paul Sandhu, President and CEO, Marret Asset Management will discuss the strategies they use to target an absolute return of 6% to 8% with the CI Alternative Diversified Opportunities Fund.
Women are a critical part of your investment advisory practice, but they often switch advisors after their husband's death and then have difficulty finding the right fit with another advisor. Learn how to effectively engage with this influential group to retain them as clients.
Join CI’s Nirujan Kanagasingam and Jaron Liu as they provide an overview of our recently launched suite of Minimum Downside Volatility Index ETFs. They will discuss the benefits of a low volatility approach and what sets our suite of ETFs apart from traditional low volatility strategies.
Helping to reach net zero with the CI Global Climate Leaders Fund
December 7, 2022
The weather has been changing in noticeable ways and many of your clients want to support sustainability and net zero initiatives. Akilan Karuna, Nick Griffin, James Tsinidis and Mike Harut of Munro Partners will discuss how the CI Global Climate Leaders Fund can help promote these objectives as part of their investment plan.