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      • Practice Management – Q2 2021 Update
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      • CI Munro Alternative Global Growth Fund – Fund Commentary – Q2 2021
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      • CI Mosaic ETF Portfolios Commentary – Fund Commentary – Q3 2021
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      • CI Alternative Diversified Opportunities Fund – Fund Commentary – Q4 2021
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      • CI Synergy Global Corporate Class – Fund Commentary – Q4 2021
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      • CI Canadian Investment Fund – Fund Commentary – Q4 2021
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      • CI Global Health Sciences Corporate Class – Fund Commentary – Q4 2021
      • CI Global Value Fund – Fund Commentary – Q4 2021
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      • CI Alternative Diversified Opportunities Fund – Fund Commentary – Q4 2021
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      • CI Global Investment Grade Private Pool Class – Fund Commentary – Q4 2021
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      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q4 2021
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      • CI Global Energy Corporate Class – Fund Commentary – Q4 2021
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      • CI Alternative Diversified Opportunities Fund – Fund Commentary – Q1 2022
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      • JFT Strategies Fund – Fund Commentary – January 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – Q1 2022
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      • CI Munro Alternative Global Growth Fund – Fund Commentary – Q1 2022
      • JFT Strategies Fund – Fund Commentary – February 2022
      • CI U.S. Stock Selection Fund – Fund Commentary – Q1 2022
      • CI Global Health Sciences Corporate Class – Fund Commentary – Q1 2022
      • CI Global Value Fund – Fund Commentary – Q1 2022
      • CI International Value Fund – Fund Commentary – Q1 2022
      • CI Synergy American Corporate Class – Fund Commentary – Q1 2022
      • CI Synergy Canadian Corporate Class – Fund Commentary – Q1 2022
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      • CI Alternative North American Opportunities Fund – Fund Commentary – Q1 2022
      • CI Canadian Investment Fund – Fund Commentary – Q1 2022
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      • CI Global Balanced Fund – Fund Commentary – Q1 2022
      • CI Global Leaders Fund – Fund Commentary – Q1 2022
      • CI International Equity Fund – Fund Commentary – Q1 2022
      • CI Canadian Small/Mid Cap Managed Fund – Fund Commentary – Q1 2022
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – March 2022
      • CI Alternative North American Opportunities Fund – Fund Commentary – March 2022
      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – March 2022
      • CI Marret Alternative Enhanced Yield Fund – Fund Commentary – March 2022
      • CI Munro Alternative Global Growth Fund – Fund Commentary – March 2022
      • CI Asian Opportunities Fund – Fund Commentary – Q1 2022
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      • CI Canadian Bond Fund – Fund Commentary – Q1 2022
      • CI Canadian Convertible Bond ETF – Fund Commentary – Q1 2022
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      • CI Global Alpha Innovators Corporate Class – Fund Commentary – Q1 2022
      • CI Global Asset Allocation Private Pool – Fund Commentary – Q1 2022
      • CI Global Bond Fund – Fund Commentary – Q1 2022
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      • CI Global Core Plus Bond Fund – Fund Commentary – Q1 2022
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      • CI Global Energy Corporate Class – Fund Commentary – Q1 2022
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      • CI Global Equity & Income Fund – Fund Commentary – Q1 2022
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      • CI U.S. Dividend Fund – Fund Commentary – Q1 2022
      • JFT Strategies Fund – Fund Commentary – March 2022
    • 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
    • Financial Literacy: Expert Articles
      • Seven Retirement Surprises Millennials, Gen X’ers & 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
      • Part 1: The Case for Investing in Canada - World Leaders in Your Backyard
      • 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 & 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
      • Outlook 2021 – Canadian Equities
      • 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
      • 2021 Outlook – U.S. Equities
      • The Only Exercise I’ve Done This Month Is Running... Out of Money!
      • Cambridge Canadian Dividend Fund – What are you getting today?
      • Personal Tax Card - 2020
      • Dependency Relief in Canada – Province by Province
      • What Budget Season Means for Canadians
      • Dan's Perspective: Presidents, Duels, Portfolios
      • Q2-2021 Global Outlook: We Have Liftoff
      • Advisor Checklist on the Death of a Client
      • 2021 Q3 Outlook: Pausing at the Peaks
      • Why now may be the right time to 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 now may be the right time to consider investing in Ether
      • 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
      • Part 3: The Case for Investing in Canada – World Leaders in Your Backyard
      • The ABCs of Bitcoin
      • Outcome of the U.S. Presidential Election – a Likely and not so Likely Scenario
      • 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
      • 2021 Outlook – Small-Cap Equities
      • 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
      • Part 2: The Case for Investing in Canada – World Leaders in Your Backyard
      • 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 & Provincial Economic Response to COVID-19
      • 2021: Break on Through to The Other Side
      • 2021 Federal Government Response to COVID-19 Summary
      • 2021 Global Macro Outlook
      • 2021 Outlook – Alternative Credit
      • 2021 Outlook – Canadian Equities
      • 2021 Outlook – Fixed Income
      • 2021 Outlook – Greener Pastures
      • 2021 Outlook – International Equities
      • 2021 Outlook – Multi-Asset Investing
      • 2021 Outlook – Real Assets: Infrastructure
      • What the Disability Tax Credit can mean for eligible Canadians and their families
      • What is new for 2020 Tax Season?
      • 2021 Outlook – Real Assets: Real Estate
      • 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
      • Are batteries running out of juice? Hydrogen and the problem of renewables intermittence/energy storage
      • Superficial losses and how to plan around them
      • Pension Income-Splitting for the Year of Death - Part 2
      • Executor and trustee investment duties
      • Fixed Income Macro Outlook
      • 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
      • Q4 2021 Outlook: Recovery Interruptus
      • 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?
      • Climate Change—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
      • The Rise of Omicron—Here We Go Again?
      • Life insurance: Benefit from Rising Interest Rates
      • 2022 Multi-Asset Outlook
      • 2022 Outlook – Global Equities
      • 2022 Outlook – Fixed Income
      • 2022 Outlook – North American Equities
      • 2022 Outlook – U.S. Equities
      • 2022 Outlook – Real Assets
      • Creditor Proofing, Seizures and Bankruptcy
      • 2022 Outlook – Black Creek Investment Management Inc.
      • 2022 Outlook – Munro Partners
      • 2022 Outlook: Into the Omi-Verse – Wash, Rinse, Repeat
      • What Is Decentralized Finance (DeFi) and How Can You Invest?
      • Insights on this Month’s Market Volatility
      • What Are NFTs and What Do They Mean For Investors?
      • 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
      • The Metaverse as an Investment Opportunity
      • Blockchain as an Investment Opportunity
      • Inflation Is Not the Only Challenge
      • How Does the CRA Define Your Relationship?
      • Seven steps to great first impressions for advisors
      • Tax Highlights From the 2022 Ontario Budget
  • 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
      • BNN Bloomberg interview with Jeff Diehl, managing partner and head of investments at Adams Street, discussing company's partnership with CI GAM
      • CI Corporate Class and Sentry Corporate Class Estimates for Q1 2021
      • CI GAM's Lee Goldman is quoted in Advisor’s Edge’s, “Active managers eyeing performance disparities across real estate subsectors”
      • CI Global Asset Management and CI Assante Wealth Management Selected as Finalists in Eight Categories for the 2021 Wealth Professional Awards
      • CI Investments adopting dual-class structure for three liquid alternative mandates
      • Jeffrey Gundlach, CEO of DoubleLine, joined BNN Bloomberg to provide his outlook.
      • Keith Masterman of CI's TREP discusse's "How advisors are guiding Canadians through ‘giving while living’ trend" in this Globe and Mail piece
      • Kurt MacAlpine, CEO of CI Financial Corp., and Mike Novogratz, Founder and CEO of Galaxy Digital, joined Yahoo Finance to discuss the outlook for crypto.
      • Paul Sandhu of Marret Asset Management discusses federal Throne Speech and fixed-income outlook
      • Paul Sandhu of Marret Asset Management joins BNN Bloomberg for his reaction to the Bank of Canada scaling back its weekly bond purchasing program.
      • Portfolio Manager Kevin McSweeney on BNN Bloomberg: Investing in airports amid COVID-19
      • Sentry Investment Management Portfolio Manager Jon Case on BNN Bloomberg TV
      • The Globe and Mail and TREP’s Wilmot George discussing how COVID-19 has added an extra wrinkle to some Canadians' RRSP plans
      • The Globe and Mail and TREP’s Wilmot George discussing tax-strategy for dividend investors.
      • TREP's Keith Masterman discusses Ontario estate law changes in this Investment Executive article.
      • TREP's Keith Masterman is quoted in Investment Executive's "Courts could save invalid wills if Ontario bill passes"
      • TREP's Keith Masterman is quoted in Moneywise's "Case law conflict has potential to make will disputes more common"
      • TREP's Rebecca Hett shares insight into the 2021 tax season in this piece on “Don't let CRA tax interest relief tempt you into filing late”
      • TREP's Wilmot George discusses how Canadians face challenging RRSP year as pandemic continues: experts
      • TREP's Wilmot George is quoted in Globe and Mail's "Some finer points on how dividends are taxed."
      • 2020 Year-End Statement and Tax Documents Mailing Schedule
      • Parents worry about their children's financial futures for all the wrong reasons
      • 2021 CI GAM Mutual Fund Trust Estimates
      • 2021 CI GAM/United Mutual Fund Trust Estimates
      • In-trust-for accounts and taxation
      • 2021 Year-End Statement and Tax Documents Mailing Schedule
      • The BoC would like to edge housing prices lower: Fixed income strategist
      • Expanded reporting rules for bare trusts have estate practitioners uneasy
      • How To Make The Most Of Filing Taxes As A Single Person
      • How Women Small Business Owners Can Fund Their Retirement Without Taking on Debt
      • There's More Than Taxes to Deal with When Your Spouse Dies
      • The importance of having a Will
      • Ontario’s estate audit rules keep executors honest
      • Trusts aren't just for the rich, but beware of the complications
      • TREP’s Vanessa Sarveswaran is quoted in Globe & Mail’s “Who pays taxes on investment income when children invest?”
      • TREP’s Wilmot George is quoted in Investment Executive’s “CRA clarifies tax treatment of settlement payments related to RRSPs, other plans”
      • Advisor.ca article from TREP’s Wilmot George on “Love and taxes: What the CRA needs to know about your intimate relationships”
      • Advisor.ca article from TREP’s Wilmot George on “Love and taxes, Part II: Tax and estate planning for two spouses”
    • Newsroom
      • CI Galaxy Bitcoin Fund (BTCG) Unitholders Approve Fund’s Merger into CI Galaxy Bitcoin ETF (BTCX)
      • CI Global Asset Management Announces Appointment of Marc-André Lewis as Executive Vice-President and Head of Investment Management
      • CI Global Asset Management Announces Confirmed Distribution and Final Valuation for Terminated CI First Asset ETF
      • CI Global Asset Management Announces ETF Name Changes and Risk Rating Changes
      • CI Global Asset Management Announces Fund Name Changes and Mergers
      • CI Global Asset Management Announces Fund Name Changes to Reflect Integrated Investment Management Platform
      • CI Global Asset Management Announces July 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces June 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces Launch of CI Global Climate Leaders and CI Alternative North American Opportunities mutual funds and ETFs
      • CI Global Asset Management Announces May 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces Portfolio Management Changes
      • CI Global Asset Management Announces Risk Rating Change for CI Global Alpha Innovation ETF
      • CI Global Asset Management Announces Risk Rating Changes, Fund Name Changes and the Completion of Two Fund Mergers
      • CI Global Asset Management Announces Risk Rating Changes for Two ETFs
      • CI Global Asset Management Completes Merger of CI Galaxy Bitcoin Fund into CI Galaxy Bitcoin ETF
      • CI Global Asset Management Continues Integration of its Global Investment Platform with Team-Based Approach to Dividend and Canadian Equity Strategies
      • CI Global Asset Management Enhances ETF Lineup With Suite of Cost-Competitive Passive ETFs, Plus Alternative and Technology Strategies
      • CI Global Asset Management Launches World’s First Ethereum Mutual Fund
      • CI Global Asset Management Offers Cost-Effective, One-Stop ESG Investing with New CI Mosaic ESG ETF Portfolios
      • Options Trading Begins for CI Galaxy Bitcoin ETF (BTCX)
      • CI Financial to Acquire Majority Interest in RGT Wealth Advisors, a Leading Texas-Based Wealth Management Firm with Approximately US$4.7 Billion in Assets
      • CI Financial to Acquire Remaining Stake in Lawrence Park Asset Management, Taking its Ownership in the Alternative Investment Manager to 100%
      • CI Galaxy Bitcoin ETF to Launch on the TSX on March 9
      • CI Galaxy Ethereum ETF Begins Trading on TSX With Management Fee Fully Waived Until June 15, 2021
      • CI Global Asset Management and Empire Life Introduce CI Empire Life Concentric GIF, a New Suite of Segregated Funds
      • CI Global Asset Management Announces April 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces Completion of ETF and Mutual Fund Mergers and Related ETF Distributions
      • CI Global Asset Management Announces Estimated Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces Estimated Distribution in Connection with Upcoming Termination of FLB
      • CI Global Asset Management Announces January 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces March 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces November 2020 Distributions for CI ETFs
      • CI Global Asset Management Announces Unitholder Approval of ETF Mergers and Investment Objective Changes, and Related Estimated Reinvested Distributions
      • CI Global Asset Management Capping MERs on its Cryptocurrency ETFs, BTCX and ETHX, at 0.95%
      • CI Global Asset Management Launches New ETF C$ Unhedged Series of CI Gold Bullion Fund
      • CI Global Asset Management Launches North America’s First Bitcoin Mutual Fund; Carries Industry-Low Management Fee of 0.40%
      • CI Global Asset Management to Launch World’s First Ethereum ETF on April 20 with World’s Lowest Management Fee of 0.40%
      • CI Global Asset Management to Temporarily Waive Entire Management Fee on World’s First Ether ETF: CI Galaxy Ethereum ETF (ETHX)
      • CI Investments launches mutual fund series of CI First Asset Enhanced Short Duration Bond ETF (FSB)
      • Unitholders Approve Changes to First Asset-Branded Mutual Funds
      • CI Financial Begins Trading on New York Stock Exchange, Completes Acquisition of Bowling Portfolio Management
      • CI Galaxy Bitcoin ETF Begins Trading on the TSX with World’s Lowest Management Fee of any Bitcoin ETF
      • CI Global Asset Management Announces Changes to its ETF Lineup
      • CI Global Asset Management Announces Changes to the First Asset-Branded Mutual Funds, Risk Rating Changes, and the Completion of Liquid Alternative ETF Mergers
      • CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces December 2020 Distributions for CI ETFs
      • CI Global Asset Management Announces December 2020 Distributions for CI ETFs
      • CI Global Asset Management Announces Estimated Reinvested Distributions for CI ETFs
      • CI Global Asset Management Announces February 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces January 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces Plan to Merge CI Galaxy Bitcoin Fund into CI Galaxy Bitcoin ETF
      • CI Global Asset Management Announces Reinvested Distribution for CI First Asset Long Duration Fixed Income ETF
      • CI Global Asset Management Announces September 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces Shareholder Meeting for Proposed BTCG Merger
      • CI Global Asset Management comments on proposed acquisition of Great Canadian Gaming by funds managed by Apollo Global Management
      • CI Global Asset Management completes US$72 million initial public offering for CI Galaxy Bitcoin Fund
      • CI Global Asset Management Continues Expansion of ETF Lineup with U.S. Inflation-Linked Bond and Actively Managed Emerging Markets ETFs
      • CI Global Asset Management Expands ETF Lineup with Launch of CI Gold Bullion Fund and Listing of CI Munro Global Growth Equity Fund
      • CI Global Asset Management files final prospectus for CI Galaxy Bitcoin Fund
      • CI Global Asset Management Files Preliminary Prospectus for CI Galaxy Bitcoin ETF
      • CI Global Asset Management files preliminary prospectus for CI Galaxy Bitcoin Fund
      • CI Global Asset Management Files Preliminary Prospectus for World’s First Ether ETF
      • CI Global Asset Management files preliminary prospectus to re-open CI Galaxy Bitcoin Fund
      • CI Global Asset Management funds and ETFs recognized for performance by FundGrade® A+ Awards
      • CI Global Asset Management Funds and ETFs Win 2020 Canada Lipper Fund Awards from Refinitiv
      • CI Global Asset Management launches new ETF US$ Hedged Series of CI Munro Alternative Global Growth Fund
      • CI Global Asset Management Launches Product Partnership with Adams Street
      • CI Global Asset Management provides update on proposed fixed administration fees
      • CI Investments adopting dual-class structure for three liquid alternative mandates
      • CI Investments proposes fixed administration fees for 19 ETFs, increasing the transparency and predictability of costs for investors Risk rating changes also announced for six ETFs
      • CI Investments Rebrands as CI Global Asset Management
      • Securityholders approve fixed administration fees for 19 CI Global Asset Management ETFs
      • CI Global Asset Management Announces August 2021 Distributions for CI ETFs
      • Segregated Fund Changes - 2021
      • CI Global Asset Management Announces November 2021 Distributions for CI ETFs
      • CI Global Asset Management Funds and ETFs Win 13 Refinitiv Lipper Fund Awards
      • CI Global Asset Management Announces October 2021 Distributions for CI ETFs
      • CI Global Asset Management Continues Modernization of Product Lineup
      • CI Global Asset Management Announces Estimated Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces Estimated Annual Reinvested Distributions for JFT Strategies Fund
      • CI Global Asset Management Announces ETF Mergers
      • CI Global Asset Management Announces December 2021 Distributions for CI ETFs
      • CI Global Asset Management Announces Confirmed Annual Reinvested Distributions for JFT Strategies Fund
      • CI Global Asset Management Announces January 2022 Distributions for CI ETFs
      • CI Global Asset Management Funds and ETFs Recognized for Investment Excellence
      • CI Galaxy Launches Multi-Crypto ETF with the World’s Lowest Management Fee
      • CI Global Asset Management Announces February 2022 Distributions for CI ETFs
      • CI Global Asset Management Announces Lower Management Fee and Launch of ETF Series for CI Floating Rate Income Fund
      • CI Global Asset Management Builds on Thematic ETF Lineup with Launch of CI Bio-Revolution and CI Digital Security ETFs
      • CI Global Asset Management Announces March 2022 Distributions for CI ETFs
      • CI Global Asset Management Announces Securityholder Approval of Proposed Mutual Fund and ETF Mergers
      • CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces Estimated Reinvested Distributions in Connection with Mergers
      • CI Global Asset Management Completes 27 Mutual Fund and ETF Mergers
      • CI Global Asset Management Announces April 2022 Distributions for CI ETFs
      • CI Global Asset Management Announces Launch of ETF Series of CI Floating Rate Income Fund
      • CI Global Asset Management Announces Reinvested Distributions
      • CI Global Asset Management Launches Blockchain and Metaverse ETFs
      • CI Global Asset Management Announces Reinvested Distributions
      • CI Global Asset Management Announces May 2022 Distributions for CI ETFs
      • CI Global Asset Management Announces Risk Rating Changes for Three ETFs
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