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      • CI Global Investment Grade Class – Fund Commentary – Q1 2022
      • CI U.S. Equity & Income Fund – Fund Commentary – Q1 2022
      • CI U.S. Equity Fund – Fund Commentary – Q1 2022
      • CI Canadian All Cap Equity Fund – Fund Commentary – Q1 2022
      • CI Canadian Asset Allocation Corporate Class – Fund Commentary – Q1 2022
      • CI Canadian Equity Corporate Class – Fund Commentary – Q1 2022
      • CI Global Dividend Opportunities Fund – Fund Commentary – Q1 2022
      • CI Global Equity & Income Fund – Fund Commentary – Q1 2022
      • CI Global Equity Corporate Class – Fund Commentary – Q1 2022
      • CI Global Equity Fund – Fund Commentary – Q1 2022
      • CI Global Smaller Companies Corporate Class – Fund Commentary – Q1 2022
      • CI U.S. Dividend Fund – Fund Commentary – Q1 2022
      • JFT Strategies Fund – Fund Commentary – March 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – April 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – April 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – April 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – April 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – April 2022
      • JFT Strategies Fund – Fund Commentary – April 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – May 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – May 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – May 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – May 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – May 2022
      • JFT Strategies Fund – Fund Commentary – May 2022
      • CI Synergy Global Corporate Class – Fund Commentary – Q2 2022
      • CI Synergy Canadian Corporate Class – Fund Commentary – Q2 2022
      • CI Synergy American Corporate Class – Fund Commentary – Q2 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – June 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – June 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – June 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – June 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – June 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – June 2022
      • CI Canadian Investment Fund – Fund Commentary – Q2 2022
      • CI North American Dividend Fund – Fund Commentary – Q2 2022
      • CI U.S. Stock Selection Fund – Fund Commentary – Q2 2022
      • CI Global Balanced Fund – Fund Commentary – Q2 2022
      • CI Global Leaders Fund – Fund Commentary – Q2 2022
      • CI International Equity Fund – Fund Commentary – Q2 2022
      • JFT Strategies Fund – Fund Commentary – June 2022
      • CI Asian Opportunities Fund – Fund Commentary – Q2 2022
      • CI Canadian Balanced Fund – Fund Commentary – Q2 2022
      • CI Canadian Bond Fund – Fund Commentary – Q2 2022
      • CI Dividend Income & Growth Fund – Fund Commentary – Q2 2022
      • CI Canadian Income & Growth Fund – Fund Commentary – Q2 2022
      • CI Corporate Bond Fund – Fund Commentary – Q2 2022
      • CI Diversified Yield Fund – Fund Commentary – Q2 2022
      • CI Emerging Markets Fund – Fund Commentary – Q2 2022
      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q2 2022
      • CI Global Asset Allocation Private Pool – Fund Commentary – Q2 2022
      • CI Global Bond Fund – Fund Commentary – Q2 2022
      • CI Global Concentrated Equity Private Pool – Fund Commentary – Q2 2022
      • CI Global Core Plus Bond Fund – Fund Commentary – Q2 2022
      • CI Global Dividend Fund – Fund Commentary – Q2 2022
      • CI Global Energy Corporate Class – Fund Commentary – Q2 2022
      • CI Global Income & Growth Fund – Fund Commentary – Q2 2022
      • CI Global Infrastructure Fund – Fund Commentary – Q2 2022
      • CI Global Infrastructure Private Pool – Fund Commentary – Q2 2022
      • CI Global Longevity Economy Fund – Fund Commentary – Q2 2022
      • CI Global Real Asset Private Pool – Fund Commentary – Q2 2022
      • CI Global REIT Fund – Fund Commentary – Q2 2022
      • CI Global REIT Private Pool – Fund Commentary – Q2 2022
      • CI Global Resource Fund – Fund Commentary – Q2 2022
      • CI High Income Fund – Fund Commentary – Q2 2022
      • CI High Yield Bond Fund – Fund Commentary – Q2 2022
      • CI Preferred Share Fund – Fund Commentary – Q2 2022
      • CI Select Canadian Equity Fund – Fund Commentary – Q2 2022
      • CI Select Global Equity Fund – Fund Commentary – Q2 2022
      • CI Canadian REIT ETF – Fund Commentary – Q2 2022
      • CI Canadian Convertible Bond ETF – Fund Commentary – Q2 2022
      • CI Global Infrastructure Private Pool ETF – Fund Commentary – Q2 2022
      • CI Preferred Share ETF – Fund Commentary – Q2 2022
      • CI Canadian All Cap Equity Income Fund – Fund Commentary – Q2 2022
      • CI Canadian Small/Mid Cap Equity Income Fund – Fund Commentary – Q2 2022
      • CI U.S. Equity & Income Fund – Fund Commentary – Q2 2022
      • CI U.S. Equity Fund – Fund Commentary – Q2 2022
      • CI Canadian All Cap Equity Fund – Fund Commentary – Q2 2022
      • CI Canadian Asset Allocation Corporate Class – Fund Commentary – Q2 2022
      • CI Canadian Dividend Fund – Fund Commentary – Q2 2022
      • CI Canadian Equity Corporate Class – Fund Commentary – Q2 2022
      • CI Global Dividend Opportunities Fund – Fund Commentary – Q2 2022
      • CI Global Equity & Income Fund – Fund Commentary – Q2 2022
      • CI Global Equity Fund – Fund Commentary – Q2 2022
      • CI Global Smaller Companies Corporate Class – Fund Commentary – Q2 2022
      • CI U.S. Dividend Fund – Fund Commentary – Q2 2022
      • CI Global Value Fund – Fund Commentary – Q2 2022
      • CI International Value Fund – Fund Commentary – Q2 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – July 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – July 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – July 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – July 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – July 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – July 2022
      • JFT Strategies Fund – Fund Commentary – July 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – August 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – August 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – August 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – August 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – August 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – August 2022
      • JFT Strategies Fund – Fund Commentary – August 2022
      • CI Canadian REIT ETF – Fund Commentary – Q3 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – September 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – September 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – September 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – September 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – September 2022
      • CI U.S. Stock Selection Fund – Fund Commentary – Q3 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – September 2022
      • CI Global Balanced Fund – Fund Commentary – Q3 2022
      • CI Global Leaders Fund – Fund Commentary – Q3 2022
      • CI International Equity Fund – Fund Commentary – Q3 2022
      • CI Global Value Fund – Fund Commentary – Q3 2022
      • CI International Value Fund – Fund Commentary – Q3 2022
      • CI Synergy Global Corporate Class – Fund Commentary – Q3 2022
      • CI Synergy Canadian Corporate Class – Fund Commentary – Q3 2022
      • CI Synergy American Corporate Class – Fund Commentary – Q3 2022
      • CI Canadian Investment Fund – Fund Commentary – Q3 2022
      • CI North American Dividend Fund – Fund Commentary – Q3 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – October 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – October 2022
      • CI Canadian All Cap Equity Income Fund – Fund Commentary – Q3 2022
      • CI Canadian Small/Mid Cap Equity Income Fund – Fund Commentary – Q3 2022
      • CI Global Investment Grade Class – Fund Commentary – Q3 2022
      • CI U.S. Equity & Income Fund – Fund Commentary – Q3 2022
      • CI U.S. Equity Fund – Fund Commentary – Q3 2022
      • CI Canadian All Cap Equity Fund – Fund Commentary – Q3 2022
      • CI Canadian Asset Allocation Corporate Class – Fund Commentary – Q3 2022
      • CI Canadian Dividend Fund – Fund Commentary – Q3 2022
      • CI Canadian Equity Corporate Class – Fund Commentary – Q3 2022
      • CI Global Dividend Opportunities Fund – Fund Commentary – Q3 2022
      • CI Global Equity Corporate Class – Fund Commentary – Q3 2022
      • CI Global Equity Fund – Fund Commentary – Q3 2022
      • CI Global Smaller Companies Corporate Class – Fund Commentary – Q3 2022
      • CI International All Cap Equity Fund – Fund Commentary – Q3 2022
      • CI U.S. Dividend Fund – Fund Commentary – Q3 2022
      • JFT Strategies Fund – Fund Commentary – September 2022
      • CI Canadian Balanced Fund – Fund Commentary – Q3 2022
      • CI Canadian Bond Fund – Fund Commentary – Q3 2022
      • CI Canadian Income & Growth Fund – Fund Commentary – Q3 2022
      • CI Corporate Bond Fund – Fund Commentary – Q3 2022
      • CI Diversified Yield Fund – Fund Commentary – Q3 2022
      • CI Dividend Income & Growth Fund – Fund Commentary – Q3 2022
      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q3 2022
      • CI Global Asset Allocation Private Pool – Fund Commentary – Q3 2022
      • CI Global Bond Fund – Fund Commentary – Q3 2022
      • CI Global Concentrated Equity Private Pool – Fund Commentary – Q3 2022
      • CI Global Core Plus Bond Fund – Fund Commentary – Q3 2022
      • CI Global Dividend Fund – Fund Commentary – Q3 2022
      • CI Global Energy Corporate Class – Fund Commentary – Q3 2022
      • CI Global Health Sciences Corporate Class – Fund Commentary – Q3 2022
      • CI Global Income & Growth Fund – Fund Commentary – Q3 2022
      • CI Global Infrastructure Private Pool ETF – Fund Commentary – Q3 2022
      • CI Global Infrastructure Fund – Fund Commentary – Q3 2022
      • CI Global Infrastructure Private Pool – Fund Commentary – Q3 2022
      • CI Global REIT Fund – Fund Commentary – Q3 2022
      • CI Global REIT Private Pool – Fund Commentary – Q3 2022
      • CI Global Resource Fund – Fund Commentary – Q3 2022
      • CI High Income Fund – Fund Commentary – Q3 2022
      • CI High Yield Bond Fund – Fund Commentary – Q3 2022
      • CI Long Bond Fund – Fund Commentary – Q3 2022
      • CI Preferred Share ETF – Fund Commentary – Q3 2022
      • CI Preferred Share Fund – Fund Commentary – Q3 2022
      • CI Select Canadian Equity Fund – Fund Commentary – Q3 2022
      • CI Select Global Equity Fund – Fund Commentary – Q3 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – October 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – October 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – October 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – October 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – November 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – November 2022
      • JFT Strategies Fund – Fund Commentary – October 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – November 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – November 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – November 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – November 2022
      • CI Auspice Broad Commodity ETF – Fund Commentary – December 2022
      • JFT Strategies Fund – Fund Commentary – November 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – December 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – December 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – December 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – December 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – December 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – December 2022
      • CI Synergy Global Corporate Class – Fund Commentary – Q4 2022
      • CI Synergy Canadian Corporate Class – Fund Commentary – Q4 2022
      • CI Synergy American Corporate Class – Fund Commentary – Q4 2022
      • Azrieli Cambridge Global Equity Strategy – Fund Commentary – Q4 2022
      • CI Canadian All Cap Equity Fund – Fund Commentary – Q4 2022
      • CI Canadian Asset Allocation Corporate Class – Fund Commentary – Q4 2022
      • CI Canadian Dividend Fund – Fund Commentary – Q4 2022
      • CI Canadian Equity Corporate Class – Fund Commentary – Q4 2022
      • CI Global Dividend Opportunities Fund – Fund Commentary – Q4 2022
      • CI Global Equity Corporate Class – Fund Commentary – Q4 2022
      • CI Global Smaller Companies Corporate Class – Fund Commentary – Q4 2022
      • CI International All Cap Equity Fund – Fund Commentary – Q4 2022
      • CI U.S. Dividend Fund – Fund Commentary – Q4 2022
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – January 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – January 2023
      • CI U.S. Stock Selection Fund – Fund Commentary – Q4 2022
      • CI Global Balanced Fund – Fund Commentary – Q4 2022
      • CI Global Leaders Fund – Fund Commentary – Q4 2022
      • CI International Equity Fund – Fund Commentary – Q4 2022
      • CI Canadian Investment Fund – Fund Commentary – Q4 2022
      • CI North American Dividend Fund – Fund Commentary – Q4 2022
      • CI Canadian All Cap Equity Income Fund – Fund Commentary – Q4 2022
      • CI Canadian Small/Mid Cap Equity Income Fund – Fund Commentary – Q4 2022
      • CI Global Investment Grade Private Pool Class – Fund Commentary – Q4 2022
      • CI U.S. Equity & Income Fund – Fund Commentary – Q4 2022
      • CI U.S. Equity Fund – Fund Commentary – Q4 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – January 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – January 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – January 2023
      • CI Canadian Balanced Fund – Fund Commentary – Q4 2022
      • CI Canadian Bond Fund – Fund Commentary – Q4 2022
      • CI Canadian Income & Growth Fund – Fund Commentary – Q4 2022
      • CI Canadian REIT ETF – Fund Commentary – Q4 2022
      • CI Corporate Bond Fund – Fund Commentary – Q4 2022
      • CI Diversified Yield Fund – Fund Commentary – Q4 2022
      • CI Dividend Income & Growth Fund – Fund Commentary – Q4 2022
      • CI Emerging Markets Fund – Fund Commentary – Q4 2022
      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q4 2022
      • CI Global Asset Allocation Private Pool – Fund Commentary – Q4 2022
      • CI Global Bond Fund – Fund Commentary – Q4 2022
      • CI Global Concentrated Equity Private Pool – Fund Commentary – Q4 2022
      • CI Global Core Plus Bond Fund – Fund Commentary – Q4 2022
      • CI Global Dividend Fund – Fund Commentary – Q4 2022
      • CI Global Energy Corporate Class – Fund Commentary – Q4 2022
      • CI Global Health Sciences Corporate Class – Fund Commentary – Q4 2022
      • CI Global Income & Growth Fund – Fund Commentary – Q4 2022
      • CI Global Infrastructure Fund – Fund Commentary – Q4 2022
      • CI Global Infrastructure Private Pool – Fund Commentary – Q4 2022
      • CI Global Longevity Economy Fund – Fund Commentary – Q4 2022
      • CI Global Real Asset Private Pool – Fund Commentary – Q4 2022
      • CI Global REIT Fund – Fund Commentary – Q4 2022
      • CI Global REIT Private Pool – Fund Commentary – Q4 2022
      • CI Global Resource Fund – Fund Commentary – Q4 2022
      • CI High Income Fund – Fund Commentary – Q4 2022
      • CI Long Bond Fund – Fund Commentary – Q4 2022
      • CI Preferred Share ETF – Fund Commentary – Q4 2022
      • CI Preferred Share Fund – Fund Commentary – Q4 2022
      • CI Select Canadian Equity Fund – Fund Commentary – Q4 2022
      • CI Select Global Equity Fund – Fund Commentary – Q4 2022
      • CI Global Infrastructure Private Pool ETF – Fund Commentary – Q4 2022
      • CI Auspice Broad Commodity ETF – Fund Commentary – January 2023
      • JFT Strategies Fund – Fund Commentary – December 2022
      • CI Global Value Fund – Fund Commentary – Q4 2022
      • CI International Value Fund – Fund Commentary – Q4 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – January 2023
      • CI Enhanced Government Bond ETF – Fund Commentary – January 2023
      • CI Enhanced Short Duration Bond Fund – Fund Commentary – January 2023
      • CI Investment Grade Bond ETF – Fund Commentary – January 2023
      • CI Investment Grade Bond Fund – Fund Commentary – January 2023
      • JFT Strategies Fund – Fund Commentary – January 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – February 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – February 2023
      • CI Auspice Broad Commodity ETF – Fund Commentary – February 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – February 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – February 2023
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – February 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – February 2023
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – March 2023
      • CI Enhanced Government Bond ETF – Fund Commentary – March 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – March 2023
      • JFT Strategies Fund – Fund Commentary – February 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – March 2023
      • CI Auspice Broad Commodity ETF – Fund Commentary – March 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – March 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – March 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – March 2023
      • CI Global Balanced Fund – Fund Commentary – Q1 2023
      • CI Global Leaders Fund – Fund Commentary – Q1 2023
      • CI International Equity Fund – Fund Commentary – Q1 2023
      • CI Canadian Investment Fund – Fund Commentary – Q1 2023
      • CI North American Dividend Fund – Fund Commentary – Q1 2023
      • CI Canadian Small/Mid Cap Equity Income Fund – Fund Commentary – Q1 2023
      • CI U.S. Equity & Income Fund – Fund Commentary – Q1 2023
      • CI U.S. Equity Fund – Fund Commentary – Q1 2023
      • CI Synergy American Corporate Class – Fund Commentary – Q1 2023
      • CI Synergy Canadian Corporate Class – Fund Commentary – Q1 2023
      • CI Synergy Global Corporate Class – Fund Commentary – Q1 2023
      • CI Canadian Core Plus Bond Fund – Fund Commentary – Q1 2023
      • CI Canadian Dividend Fund – Fund Commentary – Q1 2023
      • CI International All Cap Equity Fund – Fund Commentary – Q1 2023
      • CI U.S. Dividend Fund – Fund Commentary – Q1 2023
      • CI Global Dividend Opportunities Fund – Fund Commentary – Q1 2023
      • CI Canadian All Cap Equity Fund – Fund Commentary – Q1 2023
      • CI Canadian Asset Allocation Corporate Class – Fund Commentary – Q1 2023
      • CI Global Equity Corporate Class – Fund Commentary – Q1 2023
      • CI Canadian Equity Corporate Class – Fund Commentary – Q1 2023
      • CI U.S. Stock Selection Fund – Fund Commentary – Q1 2023
      • CI Global Smaller Companies Corporate Class – Fund Commentary – Q1 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – April 2023
      • JFT Strategies Fund – Fund Commentary – March 2023
      • CI Munro Global Growth Equity Fund – Fund Commentary – April 2023
      • CI Emerging Markets Fund – Fund Commentary – Q1 2023
      • CI Diversified Yield Fund – Fund Commentary – Q1 2023
      • CI Canadian Income & Growth Fund – Fund Commentary – Q1 2023
      • CI Canadian Balanced Fund – Fund Commentary – Q1 2023
      • CI Preferred Share ETF – Fund Commentary – Q1 2023
      • CI Global Asset Allocation Private Pool – Fund Commentary – Q1 2023
      • CI Select Global Equity Fund – Fund Commentary – Q1 2023
      • CI Global Income & Growth Fund – Fund Commentary – Q1 2023
      • CI Global Concentrated Equity Private Pool – Fund Commentary – Q1 2023
      • CI Global REIT Fund – Fund Commentary – Q1 2023
      • CI Global REIT Private Pool – Fund Commentary – Q1 2023
      • CI Global Resource Fund – Fund Commentary – Q1 2023
      • CI Global Energy Corporate Class – Fund Commentary – Q1 2023
      • CI Global Bond Fund – Fund Commentary – Q1 2023
      • CI Global Value Fund – Fund Commentary – Q1 2023
      • CI International Value Fund – Fund Commentary – Q1 2023
      • CI High Yield Bond Fund – Fund Commentary – Q1 2023
      • CI Corporate Bond Fund – Fund Commentary – Q1 2023
      • CI High Income Fund – Fund Commentary – Q1 2023
      • CI Global Infrastructure Fund – Fund Commentary – Q1 2023
      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q1 2023
      • CI Global Dividend Fund – Fund Commentary – Q1 2023
      • CI Global Infrastructure Private Pool – Fund Commentary – Q1 2023
      • CI Global Infrastructure Private Pool ETF – Fund Commentary – Q1 2023
      • CI Preferred Share Fund – Fund Commentary – Q1 2023
      • CI Global Health Sciences Corporate Class – Fund Commentary – Q1 2023
      • CI Global Climate Leaders Fund – Fund Commentary – April 2023
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – April 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – April 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – April 2023
      • CI Canadian Bond Fund – Fund Commentary – Q1 2023
      • CI Select Canadian Equity Fund – Fund Commentary – Q1 2023
      • CI Global Real Asset Private Pool – Fund Commentary – Q1 2023
      • CI Global Core Plus Bond Fund – Fund Commentary – Q1 2023
      • CI Long Bond Fund - Fund Commentary - Q1 2023
      • CI Canadian Equity Plus Fund - Fund Commentary - Q1 2023
      • CI Enhanced Short Duration Bond Fund – Fund Commentary – April 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – April 2023
      • CI Auspice Broad Commodity Fund – Fund Commentary – April 2023
      • JFT Strategies Fund – Fund Commentary – April 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – April 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – May 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – May 2023
      • CI Enhanced Government Bond ETF – Fund Commentary – May 2023
      • CI Enhanced Short Duration Bond Fund – Fund Commentary – May 2023
      • CI Auspice Broad Commodity Fund – Fund Commentary – May 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – May 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – May 2023
      • CI Munro Global Growth Equity Fund – Fund Commentary – May 2023
      • CI Global Climate Leaders Fund – Fund Commentary – May 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – May 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – June 2023
      • CI Investment Grade Bond ETF – Fund Commentary – June 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – June 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – June 2023
      • CI Auspice Broad Commodity Fund – Fund Commentary – June 2023
      • JFT Strategies Fund – Fund Commentary – May 2023
      • CI Alternative Investment Grade Credit Fund – Fund Commentary – Q2 2023
      • CI Global Climate Leaders Fund – Fund Commentary – June 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – June 2023
      • CI Munro Global Growth Equity Fund – Fund Commentary – June 2023
      • CI Investment Grade Bond Fund – Fund Commentary – June 2023
      • CI Enhanced Short Duration Bond Fund – Fund Commentary – June 2023
      • CI Canadian Balanced Fund – Fund Commentary – Q2 2023
      • CI Canadian Bond Fund – Fund Commentary – Q2 2023
      • CI Emerging Markets Fund – Fund Commentary – Q2 2023
      • CI Canadian Investment Fund – Fund Commentary – Q2 2023
      • CI North American Dividend Fund – Fund Commentary – Q2 2023
      • CI Synergy American Corporate Class – Fund Commentary – Q2 2023
      • CI Synergy Canadian Corporate Class – Fund Commentary – Q2 2023
      • CI Synergy Global Corporate Class – Fund Commentary – Q2 2023
      • CI Canadian All Cap Equity Income Fund – Fund Commentary – Q2 2023
      • CI Canadian Small/Mid Cap Equity Income Fund – Fund Commentary – Q2 2023
      • CI U.S. Equity & Income Fund – Fund Commentary – Q2 2023
      • CI U.S. Equity Fund – Fund Commentary – Q2 2023
      • CI U.S. Stock Selection Fund – Fund Commentary – Q2 2023
      • CI Global Balanced Fund – Fund Commentary – Q2 2023
      • CI Global Leaders Fund – Fund Commentary – Q2 2023
      • CI International Equity Fund – Fund Commentary – Q2 2023
      • Azrieli Cambridge Global Equity Strategy – Fund Commentary – Q2 2023
      • CI Canadian All Cap Equity Fund – Fund Commentary – Q2 2023
      • CI Canadian Asset Allocation Corporate Class – Fund Commentary – Q2 2023
      • CI Canadian Core Plus Bond Fund – Fund Commentary – Q2 2023
      • CI Canadian Dividend Fund – Fund Commentary – Q2 2023
      • CI Canadian Equity Corporate Class – Fund Commentary – Q2 2023
      • CI Canadian Long Term Bond Pool – Fund Commentary – Q2 2023
      • CI Global Dividend Opportunities Fund – Fund Commentary – Q2 2023
      • CI Global Equity Corporate Class – Fund Commentary – Q2 2023
      • CI Global Smaller Companies Corporate Class – Fund Commentary – Q2 2023
      • CI International All Cap Equity Fund – Fund Commentary – Q2 2023
      • CI U.S. Dividend Fund – Fund Commentary – Q2 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – June 2023
      • JFT Strategies Fund – Fund Commentary – June 2023
      • CI Global Value Fund – Fund Commentary – Q2 2023
      • CI International Value Fund – Fund Commentary – Q2 2023
      • CI Auspice Broad Commodity ETF – Fund Commentary – July 2023
      • CI Auspice Broad Commodity ETF – Fund Commentary – June 2023
      • CI Enhanced Short Duration Bond Fund – Fund Commentary – July 2023
      • CI Enhanced Government Bond ETF – Fund Commentary – July 2023
      • CI Canadian Core Bond Fund – Fund Commentary – Q2 2023
      • CI Canadian Equity Plus Fund - Fund Commentary - Q2 2023
      • CI Canadian Income & Growth Fund – Fund Commentary – Q2 2023
      • CI Corporate Bond Fund – Fund Commentary – Q2 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – July 2023
      • CI Diversified Yield Fund – Fund Commentary – Q2 2023
      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q2 2023
      • CI Global Asset Allocation Private Pool – Fund Commentary – Q2 2023
      • CI Global Bond Fund – Fund Commentary – Q2 2023
      • CI Global Concentrated Equity Private Pool – Fund Commentary – Q2 2023
      • CI Global Core Plus Bond Fund – Fund Commentary – Q2 2023
      • CI Global Dividend Fund – Fund Commentary – Q2 2023
      • CI Global Energy Corporate Class – Fund Commentary – Q2 2023
      • CI Global Health Sciences Corporate Class – Fund Commentary – Q2 2023
      • CI Global Income & Growth Fund – Fund Commentary – Q2 2023
      • CI Global Infrastructure Fund – Fund Commentary – Q2 2023
      • CI Global Infrastructure Private Pool – Fund Commentary – Q2 2023
      • CI Global Infrastructure Private Pool ETF – Fund Commentary – Q2 2023
      • CI Global Real Asset Private Pool – Fund Commentary – Q2 2023
      • CI Global REIT Fund – Fund Commentary – Q2 2023
      • CI Global REIT Private Pool – Fund Commentary – Q2 2023
      • CI Global Resource Fund – Fund Commentary – Q2 2023
      • CI High Income Fund – Fund Commentary – Q2 2023
      • CI High Yield Bond Fund – Fund Commentary – Q2 2023
      • CI Long Bond Fund – Fund Commentary – Q2 2023
      • CI Preferred Share ETF – Fund Commentary – Q2 2023
      • CI Preferred Share Fund – Fund Commentary – Q2 2023
      • CI Select Canadian Equity Fund – Fund Commentary – Q2 2023
      • CI Select Global Equity Fund – Fund Commentary – Q2 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – July 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – July 2023
      • CI Investment Grade Bond Fund – Fund Commentary – July 2023
      • CI Global Climate Leaders Fund – Fund Commentary – July 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – July 2023
      • CI Munro Global Growth Equity Fund – Fund Commentary – July 2023
      • CI Canadian REIT ETF – Fund Commentary – Q2 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – July 2023
      • CI Investment Grade Bond ETF – Fund Commentary – July 2023
      • JFT Strategies Fund – Fund Commentary – July 2023
      • CI Auspice Broad Commodity ETF – Fund Commentary – August 2023
      • CI Investment Grade Bond ETF – Fund Commentary – August 2023
      • CI Investment Grade Bond Fund – Fund Commentary – August 2023
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – August 2023
      • CI Global Climate Leaders Fund – Fund Commentary – August 2023
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – August 2023
      • CI Enhanced Government Bond ETF – Fund Commentary – August 2023
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – August 2023
      • CI Munro Global Growth Equity Fund – Fund Commentary – August 2023
      • CI Munro Alternative Global Growth Fund – Fund Commentary – August 2023
      • CI Alternative North American Opportunities Fund – Fund Commentary – August 2023
    • Financial Literacy Podcasts
      • School’s Out - China’s Corporate Clampdown
      • Delta variant, positive consumer spending and component shortages
      • Multi-Asset Mid-Year Update
      • Staying positive on the economic direction, inflation and government support
      • Global Balanced Portfolio: Fixed Income Update
      • On The Road Again
      • Sentry Canadian Income Fund Update
      • Thinking Out Loud – The Fed Gets Real
      • Thinking Out Loud with Paul Sandhu
      • U.S. Equities: Market Outlook & Portfolio Update
      • Reopening, inflation and the US dollar
      • International markets & International Equity portfolio update
      • Commodities & Sentry Resource Opportunities Class Update
      • The thesis of a winning business in the Global Leaders portfolio
      • Running Hot
      • CI GAM Small/Mid Cap team: Cambridge Global Smaller Companies Fund Update
      • CI GAM's Small/Mid Cap Team: Cambridge Pure Canadian Equity Fund Update
      • Cambridge Canadian Dividend Fund Update
      • Transitory Storm
      • Where are we today?
      • When, not if
      • International Equity Portfolio Update & Outlook
      • Keep on Keeping On
      • U.S. Equities Update & Outlook
      • Cambridge Canadian Dividend Fund Update
      • Is the tide coming in or going out?
      • Vaccine roll out - a diverse story, finding value in the market and inflation
      • Gold: expectations going into 2021, outlook & Sentry Precious Metals fund update
      • Sentry Small/Mid Cap Income Fund Update & Outlook
      • Stirred, Not Shaken
      • Sentry Canadian Income Fund Update
      • Cambridge Canadian Dividend Fund Update
      • February Pullback & Rates
      • How Can Central Banks Deliver When They Have Promised Too Much?
      • Cambridge Canadian Dividend Fund Update
      • Keep Your Eye on the Ball
      • Canadian Equities: Portfolio Update & Outlook
      • U.S. Equities: Earnings Season Trends and Portfolio Update
      • Short Squeezes & Managing COVID
      • Cryptocurrency: Double or Nothing
      • 2021 Market & Portfolio Outlook
      • Goodbye to 2020, Hello 2021
      • 2021 U.S. Equities Outlook
      • 2021 Outlook
      • A Vaccine, Rising Infections, and an Election Result
      • Second wave, the U.S., Brexit and an international portfolio update
      • Low yields, fiscal policy response and outlook
      • Why Small Caps Now and Companies We Like
      • How we develop a thesis around a business
      • Canadian Team Update: Vaccine news & examining market breadth
      • Turning the Corner
      • Does the low-growth / low-inflation / low-rate environment continue?
      • U.S. election, U.S. equities, and portfolio update
      • A risk-off week, Q3 earnings, and a U.S. election
      • An Environment of Heightened Uncertainty
      • We Have Seen This Before
      • Role of E-Commerce and Outlook for Canadian Equities
      • Finding upside in safety and vulnerability
      • Bread and Circuses
      • Sentry U.S. Monthly Income Fund Fixed Income Positioning
      • U.S. Policy, Elections, and the Fed Response
      • More Volatility, Economic Stimulus, and a Sick President
      • Global Equity Fund & Market Update
      • US Equities: Trends, Outlook, and Portfolio Update
      • A Winning Business from an ESG Perspective
      • Banks, Canadian Portfolio Activity and Market Outlook
      • Canadian Analyst Team Update
      • Fed Policy Shift
      • Cambridge Pure Canadian Equity Fund Update (Part 2/2)
      • Back to School, Volatility, and a Tech Pullback
      • An Update on Black Creek International Equity Fund
      • Cambridge Global Smaller Companies Fund Update: Examining Restoration Hardware
      • Cambridge Pure Canadian Equity Fund Update (Part 1/2)
      • The House, The Cottage and the Relationship Breakdown
      • Stock option plans and new proposed rules
      • The disability tax credit, federal budget provides planning opportunities for thousands of Canadians
      • RRSPs, RRIFs and Withholding Taxes at Death
      • Transfer of US based retirement plans to Canada
      • Emigrating from Canada
      • Registered products and beneficiary designation? Court creates homework for Advisors
      • Transferring US based retirement plans up to Canada
      • Client Focused Reforms: Finding the Opportunity Within
      • Women and Money
      • Prospecting Through the Pandemic
      • Long-Term Care and the Principal Residence Exemption
      • Our journey with responsible investing
      • Delta Variant, Market Update and Federal Election
      • Investing in China
      • Supply Chains & Global Balanced Portfolio Update
      • Staying the Course
      • Thinking Out Loud - You're gonna do what?!
      • Taking Stock of the Energy Shortage
      • September recap: volatility & inflation concerns
      • The Perils of Dying Intestate
      • Earnings Season is a Tool to Rethink & International Equity Portfolio Update
      • Q3 earnings, supply chain disruptions and interest rates
      • Financial well-being: more than just the numbers
      • Bridging the Gap
      • CI Black Creek Global Balanced Fund Podcast - Fixed Income Update
      • High Performing Teams
      • The Graduated Rate Estate, a valuable tax minimization tool
      • In-Trust Accounts: The Basics
      • Omicron variant & central banks balancing act
      • Multi-Asset Management Outlook 2022
      • Dynamics to keep an eye on
      • Thinking outside the box - business growth in a new world
      • CI International Equity Fund - Market and Portfolio Update
      • Relationships Matter - Connecting with clients in a digital world
      • CI Global Leader Fund - Market and Portfolio Update
      • Volatility Creates Opportunity
      • How Does the CRA Define Your Relationship?
      • High Performing Teams - You Asked, We Answered
      • Dimensions to monitor as Russia invades Ukraine
      • CI Global Balanced Fund - Market and Portfolio Update
      • CI International Equity Fund Update - Notable Impacts of the War in Ukraine
      • North American Equities Update
      • Implementing a KYP Process
      • Stay engaged
      • Tax & Estate Planning for your Two Spouses
      • CI International Equity Fund - Market and Portfolio Update
      • North American Equities Update: It's important to stay engaged with equity
      • Communicating with clients in volatile markets
      • CI Global Balanced Fund - Fixed Income Update
      • North American Equities Update: Seeing good opportunities, wouldn't expect volatility to go away
      • North American Equities Update: How aggressive can central banks continue to be?
      • North American Equities Update: Interest Rates, Supply Chains, Inflation and More
      • CI International Equity Fund - Market and Portfolio Update
      • North American Equities Update: Enduring the Pain
      • Finding Winning Businesses in Volatile Markets - CI International Equity Fund Update
      • North American Equities Update: Is the bottom in?
      • Non-residents and Their RRSPs and RRIFs at Death
      • CI International Equity Fund - Market and Portfolio Update
      • CI Global Balanced Fund - Market and Portfolio Update
      • North American Equities Update: Looking back on 2022
      • CI Global Leaders Fund - Market and Portfolio Update
      • CI Global Balanced Fund - Fixed Income Update
      • North American Equities Update: Looking ahead to 2023
      • North American Equities: It's a central bank driven market
      • North American Equities: The Goldilocks scenario we're hoping for
      • CI Global Balanced Fund - Fixed Income Update
      • North American Equities: March - what a month!
      • North American Equities: Examining market breadth & dynamics
      • CI Global Leaders Fund - Market and Portfolio Update
      • North American Equities: Market breadth continues to narrow
      • North American Equities: Divergence in the market
      • CI Global Balanced Fund - Investment Process Update
      • North American Equities: The macro environment is driving the market
      • North American Equities: Market Update
    • Expert Investment Insights
      • Seven Retirement Surprises Millennials, Gen X’ers and Boomers Learned During COVID-19
      • Estate Planning Card - 2021
      • In-kind transfers to registered plans: Dealing with superficial and denied loss rules
      • Alter Ego and Joint Partner Trusts – Advantages
      • Business Operations: Corporation vs. Sole Proprietorship
      • The Value of Advice: COVID-19 and the Reduction of Registered Retirement Income Fund (RRIF) Minimum Amounts
      • Tax Highlights from the 2020 Quebec Budget
      • The 2021 Playbook – How This Year’s Investment Themes are Playing Out in Real Time
      • Estate Planning Card - 2020
      • 10 Years in Emerging Markets and the Importance of Due Diligence
      • Long-term care and the principal residence exemption, Part 2 – Renting to a child
      • Estate Planning During the Crisis
      • Taxation of Income from Mutual Funds and Exchange-Traded Funds
      • Is Pension Income-Splitting Available for the Year of Death?
      • Alter Ego and Joint Partner Trusts – Disadvantages
      • Factor Investing in ETFs and The 3 P’s for Evaluating Smart Beta Funds
      • Testamentary Trusts as Estate Planning Tools
      • Corporate Tax Card - 2020
      • Registered products: When the court decides who your beneficiary will be
      • 3 Best Practices for Trading ETFs
      • Financial Preparedness and Planning for the Unexpected
      • What to Consider When a Charitable Gift is Part of Your Estate
      • Expenses in Retirement: What to Expect and Income Needs
      • Corporate Tax Card - 2021
      • COVID 19 Economic Responses for the Social Cause Sector
      • Stock Option Plans and What's Next?
      • The King is Dead – The Case for Cash Alternatives
      • Personal Tax Card - 2021
      • Will you still love me tomorrow?
      • Tax Highlights From the Nova Scotia Budget 2021
      • The Only Exercise I’ve Done This Month Is Running... Out of Money!
      • Personal Tax Card - 2020
      • Dependency Relief in Canada – Province by Province
      • What Budget Season Means for Canadians
      • Advisor Checklist on the Death of a Client
      • Why You Should Consider Investing in Bitcoin
      • Restraints to Testamentary Freedom When Drafting A Will
      • Tax Focus: What the 2020 U.S. Presidential Election Means for Canadians
      • Formal trusts, real property and the principal residence exemption
      • Selling Real Estate? The CRA is Watching
      • Retirement income planning: Tackling the OAS clawback challenge
      • Understanding RRSP Attribution Rules
      • Why You Should Consider Investing in Ethereum
      • Planning in Uncertain Times – FAQ’s
      • Multiple wills as a planning tool
      • Running Hot – Will the Inflation Run Last?
      • Right on the Money - Options for Extracting Cash Flow from a Corporation
      • RRSPs and TFSAs – Unused contribution room at death
      • What is Bitcoin and Blockchain Technology?
      • Can I claim my home office expenses on my tax return?
      • Scams, Fraudsters and the COVID-19 Pandemic
      • COVID-19 Economic Response FAQ’s for Businesses
      • Choosing an appropriate investment solution - Corporate Class and T-Class
      • Adjusted Aggregate Investment Income – A Closer Look
      • Tax and Estate Concerns at Different Life Stages
      • Tax-loss selling could save you money
      • Are Stocks Overvalued?
      • What is a Capital Gain and How is it Taxed?
      • Transferring a 401(K) or IRA to Canada
      • Help your client plan for a spendthrift beneficiary
      • Fall Economic Statement 2020
      • Debunking the Myths Associated with Exchange-Traded Funds
      • Bubble, But for How Long?
      • The Registered Education Savings Plan (“RESP”) 411
      • Decision Salary vs. Dividend for Quebec Business Owners
      • Tax Highlights from the 2020 Nova Scotia Budget
      • The Gold Standard – Reliability in Times of Uncertainty
      • Joint Accounts
      • COVID-19 Economic Response Plan
      • Tax and the principal residence
      • A New Season – What Opportunities are Driving Renewed Investor Optimism?
      • COVID-19 Economic Response FAQ’s for Individuals
      • Women and Money: Choose to Engage Differently
      • Liquid Alts – The Long and the Short
      • Charitable Giving Through Your Estate Offers Compelling Tax Advantages
      • RRSPs, RRIFs and Withholding Taxes at Death
      • An Individual’s Tax Saving Strategies in Uncertain Times
      • Federal and Provincial Economic Response to COVID-19
      • 2021: Break on Through to The Other Side
      • 2021 Federal Government Response to COVID-19 Summary
      • What the Disability Tax Credit can mean for eligible Canadians and their families
      • What is new for 2020 Tax Season?
      • Tax Highlights From the Manitoba Budget 2021
      • What Budget Season Means for Canadians
      • Using segregated funds in an estate plan
      • Probate Rules for Ontario – the Estate Information Return
      • Update On 2020 Home Office Expense Deduction Claims
      • A Case for International ETFs
      • Understanding TFSA Attribution Rules
      • Turn Client Focused Reforms into a Win-Win
      • Trending for the Long Term
      • A Will Planning Checklist
      • Transferring the family vacation property – a roadmap with numerous twists and turns
      • Protecting an Executor or Trustee: Proceed with Caution
      • The importance of relationships in a digital world
      • Retirees and RRSP deduction room
      • Riding the Crazy Train to the End of the World as we Knew it
      • Death of a TFSA holder
      • Death of an RRSP annuitant
      • Demystifying the Liquidity of ETFs
      • Tax Highlights from the 2021 Federal Budget
      • Tax Highlights From the 2021 Alberta Budget
      • An Evolved Approach to Core Investing
      • Emigrating from Canada
      • Passing your Cottage on to the Next Generation? Start Planning Now
      • Passive Investing for Corporate Investors
      • Superficial losses and how to plan around them
      • Pension Income-Splitting for the Year of Death - Part 2
      • Executor and trustee investment duties
      • CCPC investments and the taxation of income
      • Highlights from the British Columbia Budget 2021
      • Highlights From The Newfoundland and Labrador Budget 2021
      • Highlights from the New Brunswick Budget 2021
      • Highlights from the Prince Edward Island Budget 2021
      • How Past Market Events Changed Investor Behaviour Today
      • How spousal rights work in Alberta
      • Checklist for Executors
      • Checklist for Liquidators in Quebec
      • Corporate investments and the role of RDTOH
      • Spousal Rights After Death
      • How superficial loss rules affect employee plans
      • Stepping into the Ether
      • Intestacy throughout Canada
      • Minor Beneficiaries
      • Joint Accounts in Quebec
      • A Business Owner’s Tax Saving Strategies in Uncertain Times
      • A Severance Package: Options to Reduce Taxation
      • Cross Border Estate Planning
      • Tax Highlights From the Ontario Budget 2021
      • Tax Highlights From the Quebec Budget 2021
      • Tax Highlights From the Saskatchewan Budget 2021
      • Ten Reasons to have a Will, and Personal and Financial Care Powers of Attorney
      • TFSA Overcontributions
      • Long-Term Care and the Principal Residence Exemption
      • How to diversify against rising interest rates and inflation
      • What’s Driving the Economic Recovery?
      • Levelling Up Your LinkedIn
      • The Election Results are in… a Show About Nothing
      • The Case for Equities
      • A Climate of Opportunity
      • U.S. Tax Ties - Part 2: U.S. Taxpayer
      • U.S. Tax Ties - Part 1: Snowbird
      • Your Money and Your Mind
      • Foreign exchange and capital gains reporting
      • Consider the limits on a power of attorney in making changes to client accounts
      • The House, The Cottage and The Relationship Breakdown
      • TIPS for Dealing with Inflation
      • Tax Planning Using Private Corporations - The new income sprinkling and passive investing rules
      • Types of wills in Quebec and probating non-notarized wills
      • The importance of Quebec’s protection mandate
      • Rethink Deliberate TFSA Overcontributions
      • Dependency Relief in Canada – Province by Province
      • Passive Foreign Investment Company (PFIC) reporting for U.S. persons
      • What to Know About the Graduated Rate Estate
      • After the Election
      • Retirees and RRSP Deduction Room
      • Energy Gridlock: The Sign of Economic Slowdown?
      • Invest in Clean Energy and a Circular Economy
      • Climate Change—Clean Transport and Energy Efficiency
      • Will Higher Inflation Lead to Higher Returns?
      • A Survivor’s Story
      • What is a Covered Call Strategy?
      • What is Ethereum 2.0?
      • Characteristics of a High Performing Team
      • What is ESG Investing?
      • ESG and Your Portfolio
      • Life insurance: Benefit from Rising Interest Rates
      • 2022 Multi-Asset Outlook
      • Creditor Proofing, Seizures and Bankruptcy
      • What is Decentralized Finance (DeFi)?
      • Insights on this Month’s Market Volatility
      • What is NFT Investing?
      • Client Focused Reforms: What Now?
      • Rising Inflation Inevitably Leads to Bank Rate Hikes
      • What is Proof of Stake?
      • The New Gold: What is Bitcoin Mining?
      • Assessing the Opportunities of Choppier Markets Requires Active Decisions
      • Tax Highlights From the 2022 Alberta Budget
      • Tax Highlights From the 2022 British Columbia Budget
      • Tax Highlights From the 2022 PEI Budget
      • Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
      • High Performing Teams: When is The Best Time to Add Staff?
      • Tax Highlights From the 2022 New Brunswick Budget
      • Tax Highlights From the 2022 Quebec Budget
      • Tax Highlights From the 2022 Saskatchewan Budget
      • Tax Highlights From the 2022 Nova Scotia Budget
      • Tax Highlights From the 2022 Newfoundland and Labrador Budget
      • Cybersecurity as an investment opportunity
      • Tax Highlights from the 2022 Federal Budget
      • 2022 Q2 Outlook: Plus ça change, plus c’est la même chose
      • Inflation Is Not the Only Challenge
      • How to Invest in the Metaverse
      • Blockchain as an Investment Opportunity
      • How Does the CRA Define Your Relationship?
      • Seven steps to great first impressions for advisors
      • Tax Highlights From the 2022 Ontario Budget
      • Declines All Around, but Opportunities to Be Had
      • Post-Mortem of the UST Collapse: The Future of Crypto as an Asset Class
      • The Benefits of Covered Call ETFs
      • What is Value Investing?
      • Maximize Your Online Meetings With 5 Power Strategies
      • Tax and Estate Planning for Your Two Spouses
      • Tax Planning using Private Corporations
      • Use Momentum Investing to Take Advantage of Trends
      • It Is a Tougher Game When Central Banks Turn Hawkish
      • Listen Up China Bears, It’s Not As Bad As You Think
      • What’s After the Storm?
      • Investing in Canadian Dividend Index ETFs: A Forward Growth Approach
      • What are Floating Rate Funds?
      • What is the Value of Financial Advice?
      • Transferring The Family Vacation Property
      • What is the Ethereum Merge?
      • The Bull Case for Chinese Equity ETFs
      • Targeting Defense, Growth, or Yields with Healthcare ETFs
      • Markets rallied in July, contrary to most investors' expectations
      • Refresh Your Portfolio with ESG Investments
      • Mark-to-Market Isn't Giving You the Complete Picture
      • Hone In On Your Niche
      • Hedge Against Inflation with Commodity ETFs
      • Fighting Inflation with Crucial Rate Conditions
      • Tactics for Sector Investing
      • Non-Residents And Their RRSPS and RRIFS at Death
      • Are We There Yet?
      • How to Protect Money Against Inflation
      • COP27 and the Coalition of the Willing
      • Multi-Asset 2023 Year Ahead Outlook
      • Strategies to Minimize Downside Volatility
      • On the Edge of Recession
      • 2023 Outlook – Fixed Income
      • 2023 Outlook – Canadian Equities
      • 2023 Outlook – U.S. Equities
      • 2023 Outlook – Real Assets
      • Outlook 2023 – Dear Robert: Why so Bearish
      • CI Auspice Broad Commodity ETF - Three Months and $100MM AUM Later
      • Mingle V. The Queen
      • 2023 Outlook - Emerging Markets
      • 2023 Outlook - International Equities
      • 2023 Outlook - Small Cap Equity
      • Expanding your Horizon: Looking Beyond U.S. Equity Markets
      • Selling Real Estate? The CRA is (Still) Watching
      • Benefits of a Covered Call Utilities Strategy
      • CI Mosaic ETF Portfolios: Combining the Best of Both Worlds
      • A Smooth Start (For Now)
      • Get Smart with Smart Beta ETFs
      • Tax Highlights from the 2023 Alberta Budget
      • Tax Highlights from the 2023 Manitoba Budget
      • Tax Highlights from the 2023 New Brunswick Budget
      • Tax Highlights from the 2023 Quebec Budget
      • Fixed Income Commentary
      • Tax Highlights from the 2023 Newfoundland and Labrador Budget
      • Tax Highlights from the 2023 Nova Scotia Budget
      • Tax Highlights from the 2023 Federal Budget
      • Tax Highlights from the 2023 Saskatchewan Budget
      • Tax Highlights from the 2023 Ontario Budget
      • Tax Highlights from the 2023 British Columbia Budget
      • 2023 Q2 Outlook: Moving Fast and Breaking Things
      • Lessons from March's Bank Run
      • Construct Better Portfolios with CI Asset Allocation ETFs
      • Tax Highlights from the 2023 PEI Budget
      • Is the U.S. Print-To-Pay Policy Coming to an End?
      • Finding Value in Canadian Growth
      • 2023 Q3 Outlook: Time to Think Again?
      • Inflation: So Far, So Good, but the Road Gets Tougher
      • The Power of Value Investing: Exploring the CI Value Index ETF lineup
      • The Trend is Your Friend: Understanding Momentum Investing
      • Unleash the Power of Cybersecurity: Invest smartly with the CI Digital Security Index ETF (CBUG)
      • Enter the Metaverse: investing in the digital realm of the future with the CI Galaxy Metaverse Index ETF (CMVX)
      • Embracing the Power of Blockchain: Exploring Thematic Investments with the CI Galaxy Blockchain ETF (CBCX)
      • A New Era of Disruptive Tech
      • A Primer on Sector Investing
      • A Guide to Investing in Chinese Equities
      • Healthcare ETF Investing 101
      • Tax Filing Obligations For Bare Trusts
  • Newsroom
    • Newsroom
      • Advisor.ca and TREP’s Keith Masterman discuss "Wills and power of attorney for cross-border clients"
      • Advisor.ca and TREP’s Keith Masterman discuss the Ontario raise to small estate limit to $150,000
      • Advisor.ca article from TREP's Keith Masterman on "Help your client avoid losing GRE status - Contributions and loans to a graduated rate estate can have tax consequences"
      • Advisor.ca article from TREP's Rebecca Hett on "What the disability tax credit means for eligible Canadians and their families"
      • Advisor.ca article from TREP's Wilmot George on "Don’t let real estate add to relationship woes - Consider the tax consequences before transferring property after a separation"
      • Advisor.ca article from TREP's Wilmot George on "RRSPs, RRIFs and withholding taxes at death"
      • Advisor.ca Article in which TREP's Keith Masterman discusses Restraints to Testamentary Freedom when Drafting a Will
      • Advisor.ca article in which TREP’s Rebecca Hett discusses Transferring a 401(k) or IRA to Canada- Issues and strategies for Canadians thinking about transferring their U.S.-based retirement plans.
      • Advisor.ca article in which TREP’s Wilmot George discusses How to Extract Cash From a Corporation
      • Advisor.ca article where TREP's Funda Dilaver discusses `Tax consequences when your client leaves Canada`
      • Advisor.ca article where TREP's Rebecca Hett discusses `How to deduct home office expenses, Here’s what your clients need to know for the 2020 tax year`
      • Advisor’s Edge article featuring Wilmot George (TREP) about the TFSA limit for 2021 and the usefulness of these plans for younger Canadians