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      • Practice Management – Q2 2021 Update
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      • CI Mosaic Balanced ETF Portfolio—Q4 2020 Update
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      • A Better Approach to Core
      • What’s a Covered Call Strategy?
      • Practice Management – Q3 2021 Update
      • CI Global Income & Growth Fund – Q3 2021 Update
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      • CI Floating Rate Income Fund – Q3 2021 Update
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      • CI WisdomTree Canada Quality Dividend Growth Index ETF – Q3 2021 Update
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      • CI Global Income & Growth Fund—Q4 2021 Update
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      • Momentum Investing: The trend is your friend
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      • CI Gold Bullion Fund: The gold standard
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      • CI Global Investment Grade Private Pool Class – Fund Commentary – Q3 2024
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      • CI Global Equity Corporate Class – Fund Commentary – Q4 2024
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      • JFT Strategies Fund – Fund Commentary – February 2025
      • CI Munro Global Growth Equity Fund – Fund Commentary – February 2025
      • CI Munro Alternative Global Growth Fund – Fund Commentary – February 2025
      • CI Global Climate Leaders Fund – Fund Commentary – February 2025
      • CI Alternative Diversified Opportunities Fund – Fund Commentary – February 2025
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      • CI Investment Grade Bond Fund – Fund Commentary – February 2025
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      • CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – February 2025
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      • CI Auspice Alternative Diversified Corporate Class – Fund Commentary – April 2025
      • CI Auspice Alternative Broad Commodity – Fund Commentary – March 2025
      • CI Global REIT Fund – Fund Commentary – Q1 2025
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    • Financial Literacy Podcasts
      • School’s Out - China’s Corporate Clampdown
      • Delta variant, positive consumer spending and component shortages
      • Multi-Asset Mid-Year Update
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      • 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
      • North American Equities: Continued theme of caution
      • CI Global Leaders Fund - Market and Portfolio Update
      • North American Equities: Tensions & opportunities escalate
      • CI International Equity Fund - Market and Portfolio Update
      • North American Equities: Did Santa Claus come early
      • North American Equities: Looking ahead to 2024
      • North American Equities: Examining the employment & inflation picture, and Mega-cap earnings
      • North American Equities: Artificial Intelligence is all the rage
      • North American Equities: Q1 is in the books
      • North American Equities: April was a tough month for markets
      • North American Equities: Volatility remains the game
      • North American Equities: 2024 is half over
      • North American Equities: Navigating high volatility and the economic backdrop
      • North American Equities: Summer is Over... Back To It!
      • North American Equities: Navigating a soft landing
      • North American Equities Update: Examining how to navigate through volatility
      • North American Equities: Set up for an exciting 2025
      • North American Equities: Looking ahead to 2025
      • North American Equities: Examining DeepSeek and Tariff Implications
      • North American Equities: Insights on Navigating Volatility and Global Politics
      • North American Equities: Market Insights and Political Dynamics
        • Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
      • Global Markets Unraveled: Tariffs, Stagflation, and Strategic Investing
      • North American Equities: Trump Time?
    • 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 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 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) and How Can You Invest?
      • 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
      • Get Smart with Smart Beta ETFs
      • Benefits of a Covered Call Utilities Strategy
      • CI Mosaic ETF Portfolios: Combining the Best of Both Worlds
      • A Smooth Start (For Now)
      • Tax Highlights from the 2023 Alberta Budget
      • Tax Highlights from the 2023 Manitoba Budget
      • Fixed Income Commentary
      • Tax Highlights from the 2023 New Brunswick Budget
      • Tax Highlights from the 2023 Quebec Budget
      • 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
      • Tax Filing Obligations For Bare Trusts
      • Healthcare ETF Investing 101
      • Emerging Market Equities Are Well-Placed to Outperform
      • Views from the Desk: A Rising Sun on the Investment Horizon
      • Redefining retirement: Help your clients navigate new retirement realities
      • Transfer of an RRSP to a Spouse
      • How to have tough money conversations with your clients
      • Trust Reporting Rules
      • Planning Considerations for Registered Education Savings Plans and Blended Families
      • ETF Taxation: Tax-loss Selling and Identical Property
      • ETF Trade Idea: CI Auspice Broad Commodity Fund Turns 1
      • ETF Taxation: CRA Foreign Asset Disclosure and U.S. Estate Tax
      • 3 Key Strategies for Unlocking Referrals
      • TFSAs and Day Trading Risks
      • Become a high-performing advisor by focusing on consistency
      • Pressure Continues to Build
      • ETF Taxation: Foreign Withholding Taxes
      • ETF Taxation: The Basics, Distributions and Dispositions
      • ETF Taxation: Phantom Distributions
      • Monetizing the Tech Revolution
      • Avoid Double Taxation on Intergenerational Wealth Transfers
      • First Home Savings Accounts and the Role of your Spouse or Common-Law Partner
      • CI Alternative Investment Grade Credit Fund
      • What to expect in 2024
      • A Tale of Two Equity Factors: Value and Momentum
      • Heavy Lies The Crown
      • Our 2024 Wish List
      • Tackle High Inflation and Volatile Markets with Commodity Trading Advisors (CTAs)
      • Take a Wise Approach to Dividend Investing
      • Beware of Tainting Graduated Rate Estate Status
      • The sun is shining again!
      • Tax Highlights from the 2024 British Columbia Budget
      • Tax Highlights from the 2024 Nova Scotia Budget
      • Tax Highlights from the 2024 PEI Budget
      • Tax Highlights from the 2024 Alberta Budget
      • The Question Advisors Need to Start Asking Their Clients About Retirement
      • Family Matters: Intergenerational Wealth Transfers
      • Tax Highlights from the 2024 Quebec Budget
      • Tax Highlights from the 2024 New Brunswick Budget
      • Tax Highlights from the 2024 Saskatchewan Budget
      • Tax Highlights from the 2024 Newfoundland and Labrador Budget
      • Tip of the AI Iceberg
      • Tax Highlights from the 2024 Ontario Budget
      • How to become a more trusted wealth advisor and grow your business
      • Tax Highlights from the 2024 Manitoba Budget
      • Tax Highlights from the 2024 Federal Budget
      • Three ways to build trust and get buy-in on your advice
      • The Upside of Canada’s Economic Woes
      • Capture Your Share of the Great Wealth Transfer – How to Engage your Clients’ Children
      • Private Markets: Credit Over Equity
      • From Values to Action: How Financial Advisors Can Develop a Business Philosophy
      • (The Process Of) Economic Normalization and What That Means for the Outlook
      • Tech Takeover: For Better or for Worse?
      • Designing a Fulfilling Retirement: How Working with a Financial Advisor Can Help You Redefine Your Retirement
      • How Can Investors Best Take Advantage of AI’s Potential?
      • Rumour Has It: Fact Versus Fiction in the Markets, AI and Tech
      • How to Maximize the Impact of Your Client Events
      • The Impact and Opportunity of Bitcoin in a Portfolio
      • Flexibility in Fixed Income: The Case for Active, Unconstrained Investing
      • Working with Business Owner Clients
      • Muted Markets and More Volatility
      • For Advisor Succession Plans to Work, Clients Need to Win
      • Implications of U.S. Estate Tax on Canadian Estates
      • Diversification working on a comeback
      • Why Still Family Trusts?
      • In Case You Missed It: Bare Trust Reporting Requirements for Tax Year 2024 and Beyond
      • Reignite Growth: Millennials Can Help Future-Proof Your Practice
      • AI to drive new economic paradigm and new era of investing
      • Five Ways Advisors Can Find Success Using LinkedIn
      • $100K Bitcoin: A New Chapter for Digital Assets: Jerome Powell helps send Bitcoin over $100,000
      • Industrial Revolution 2.0 and Globalization 2.0 Are Both Underway
      • Empowering Female Investors: Three Ways Advisors Can Make a Difference
      • Your Role in Financial Success: How to Partner With Your Advisor
      • Navigating 2025 Global Markets: Strategic ETF Insights and Trends for the Year Ahead
      • Canada’s Leadership Crisis
      • Investment Insights & Market Outlook
      • Don’t Overlook the Middle
      • Questions to ask yourself when revisiting your strategies for 2025
      • “Trump and DeepSeek” Drama
      • Don’t Overlook These Year-End Tax Planning Strategies
      • Tax Highlights from the 2025 Nova Scotia Budget
      • Tax Highlights from the 2025 Alberta Budget
      • The Power of a Rules-Based Strategy in Uncertain Markets
      • Tax Highlights from the 2025 British Columbia Budget
      • The Line from AI to Clean Energy
      • Tax Highlights from the 2025 Saskatchewan Budget
      • Tax Highlights from the 2025 New Brunswick Budget
      • Tax Highlights from the 2025 Manitoba Budget
      • DeepSeek and Trump 2.0: The Future of U.S. Industry
      • Free Lunch? - Real Diversification
      • Tax Highlights from the 2025 Québec Budget
      • Marriage, Common-law Partnerships And The Charitable Donation Tax Credit
      • Homeownership journey for Canadian couples
      • Tariff Troubles Continue
      • Tax Highlights from the 2025 PEI Budget
      • Tax Highlights from the 2025 Newfoundland & Labrador Budget
      • From Panic to Perspective – A Reminder of What Still Works
  • 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”
      • TREP’s Vanessa Sarveswaran is quoted in “The case for estate planning in your 20s: At any age, some things are dear to you”
      • TREP’s Wilmot George joins the Global & Mail ‘Money Matter’s live event to discuss ‘Strategies for spending, costs and income in retirement’
      • TREP’s Wilmot George is quoted in Investment Executive’s “Prescribed rate set to rise to 3% in Q4”
      • TREP’s Wilmot George is quoted in Investment Executive’s ‘Tips for tax planning with the FHSA’
      • There’s Money to be Made in Infra
      • CI ETF combines Bitcoin, Ethereum
      • Inflation Fears are Overdone: Manager
      • Asset-allocation ETFs have room to run
      • Outperforming CI fund manager Aubrey Hearn is picky about small- to mid-cap stocks
      • Rob Carrick’s 2022 ETF Buyer’s Guide: Best Canadian equity funds
      • Is now the time for floating-rate loan ETFs?
      • CI Global Asset Management rolls out blockchain and metaverse ETFs
      • Resources Should be Resilient in a Recession: Manager
      • Covered call writing: Why now?
      • Money is flying into this cash parking spot investment account - does it make sense for you?
      • Expect a minimum 75 basis-point rate hike in Canada next week: Paul Sandhu
      • Investing in booms without the bust? CI Auspice ETF targets commodities minus the price swings
      • The benefits of covered call ETFs in a high inflation environment
      • How CI GAM grew its ETF footprint
      • CI GAM adds ESG and commodities mandates to offerings
      • Why Canada's first multi-commodity ETF is 'far, far overdue'
      • Why more investors are eyeing alternative ETFs to try to dampen market volatility
      • Why passive strategies still dominate in ETFs
      • Brace for Hikes on the Horizon: Manager
      • TREP’s Wilmot George is quoted in Investment Executive’s “CRA clarifications boost the case for joint partner trusts”
      • Rebecca Hett is quoted in Investment Executive’s “Warn clients about new trust reporting rules”
      • TREP’s Wilmot George is quoted in Investment Executive’s “How to maximize retirement income in inflationary times”
      • CI GAM unveils new global fixed-income mandates
      • Taking shelter in infrastructure ETFs
      • Help your clients get paid for the volatility they're experiencing
      • How to generate high-yield potential with CI Covered Call ETFs
      • 2022 CI Assante Mutual Fund Trust Estimates
      • 2022 CI GAM Mutual Fund Trust Estimates
      • CI Corporate Class Estimates for Q4 2022 (CI Assante)
      • CI Corporate Class Estimates for Q4 2022 (CI GAM)
      • CI GAM bolstering its shelf with volatility-mitigating ETFs
      • How risk-off mentality affected ETF industry in 2022
      • How suite of dividend growth ETFs brings quality to the fore
      • Investing in Canadian dividend index ETFs: A forward-growth approach
      • When Active Management Pays Off: The CI Canadian REIT ETF
      • TREP’s Wilmot George is quoted in Investment Executive’s “Deadline looms for prescribed rate loans"
      • Advisor.ca article from TREP’s Wilmot George on “Selling Real Estate? The CRA is (still) watching
      • TREP’s Wilmot George in a discussion around the Multigenerational Home Renovation Tax Credit
      • 2022 Year-End Statement and Tax Documents Mailing Schedule
      • A look back at the year in ETFs
      • CI GAM expands lineup with new low-volatility ETFs
      • 62 fundcos receive FundGrade A+ awards for 2022
      • How A+ Award winners weathered the storm
      • Overview of Canadian Covered Call ETFs, Part 1
      • What Will Energy Stocks Do in 2023?
      • CI GAM widens private markets access for individual investors
      • How to play gold as it regains its shine (registration required)
      • Why now is the time to get into bonds and reduce risk
      • What’s Behind the Emerging Markets Momentum Right Now?
      • TREP’s Vanessa Sarveswaran is quoted in Investment Executive’s ‘How can you amend a broken tax return?’
      • CI GAM releases new line of covered call investment funds
      • 3 Canadian Female Portfolio Managers to Invest with Now
      • How CI GAM solution answers rising call for diversification
      • We’re in a Once-in-a-Generation Shift in Demand for Metals
      • Win some, lose less: Taking stock of low-vol ETFs
      • TREP’s Wilmot George is quoted in Global & Mail’s ‘Eight predictions of what could be introduced in the federal budget’
      • Are we seeing the return of the stock-bond seesaw?
      • Smart Money: Jean-François Tardif on which stocks to target when the market is going sideways
      • How fund managers have turned bullish on Chinese stocks over the short term
      • Are We Being Priced Out of Cars Now?
      • CI GAM unveils new suite of one-ticket solution ETFs
      • Remain structurally cautious even as Japanese markets climb to multi-decade high: Strategist
      • TREP’s Vanessa Sarveswaran is quoted in Globe & Mail's 'Five mistakes self-employed people make when filing their taxes'.
      • Asset managers make private market push with retail investors in mind
      • Are investors underestimating ‘profound structural change’?
      • How fund managers are playing the AI-fuelled tech rally
      • Deliberately different, delivering above-average returns
      • CI GAM cuts money market fund fees significantly
      • CI GAM distribution head to retire 30+ years after joining firm’s mailroom
      • ETF trends from the first half of 2023
      • For ETF innovator, Wealth Professional award win isn’t just personal
      • Why ETFs are gaining pension plan exposure
      • ‘Never lose sight of the client-centric mandate’
      • CI GAM enhances money market ETF offering with two new funds
      • TREP’s Wilmot George is quoted in the Globe & Mail’s ‘Why asking uncomfortable questions is a professional responsibility for advisors’
      • CI launches new investing option for cash holdings
      • What are the Benefits of ETF Investing?
      • TREP’s Wilmot George quoted in Investment Executive’s ‘FHSAs find their footing as more firms launch accounts’
      • What Are ETF Best Trading Practices?
      • How to play a looming copper bull market with demand set to rise
      • U.S. Stocks are Priced Right as Inflation Cools: Manager
      • CI releases private market fund-of-funds
      • Advisor.ca article from TREP’s Matt Trotta on ‘RESPs and blended families’
      • TREP’s Wilmot George quoted in the Globe and Mail’s ‘Three key issues common-law couples need to consider in their estate plans’
      • CI GAM offers new and exclusive global private markets opportunities
      • Want to boost investment income and diversification? Consider dividend ETFs
      • Six health care stock picks to play defence in times of market volatility
      • Filing the deceased’s income tax return
      • 2023 CI Assante Mutual Fund Trust Estimates
      • 2023 CI GAM Mutual Fund Trust Estimates
      • Morningstar Canada interviews Matt Trotta of TREP on investment requirements for TFSAs in “This Activity Could Put You Offside of TFSA Rules”
      • “CI WisdomTree Canada Quality Dividend Growth Index ETF (DGRC) Deep Dive” by the ETF Market
      • Portfolio managers Paul Marcogliese and Grant Connor speak to Wealth Professional on the inflation outlook in the article “Inflation is slowing in Canada, but where does that leave markets?”
      • Heather Peirce of Black Creek Investment Management provides her perspective on the AI debate: “The Big Question: Is generative AI game changing?”
      • Read the column by TREP’s Catherine Hung on tax issues: “Avoid double taxation on wealth transfers to the next generation”
      • Geof Marshall, Head of Fixed Income, speaks to the Globe and Mail as part of a series on Lipper Fund Award-winning funds: “Are fixed income’s problems … fixed?”
      • TREP’s Wilmot George is interviewed by Investment Executive on “The art of RRIF withdrawals”
      • Wealth Professional interviews Chief Investment Officer Marc-André Lewis on the topic “Can the rest of the market catch up with mega-caps now?”
      • Chief Investment Officer Marc-André Lewis discusses CI GAM’s leadership in ETFs as part of the “ETF Innovators” series
      • Co-Head of Equities Peter Hofstra discusses the outlook for leading technology companies in the Globe and Mail article “Can the magnificent seven tech stocks continue winning in 2024?” (Subscription required)
      • Fixed-income Portfolio Manager Paul Marcogliese speaks to Wealth Professional for the article “Takeaways for advisors after Bank of Canada decision”
      • Portfolio Manager Jon Case speaks to Morningstar Canada on the outlook for copper and copper in “Copper's Current Weakness Hides Demand - and Deficit - to Come”
      • Portfolio Manager Kevin McSweeney discusses the infrastructure sector with Morningstar Canada in this article “Infrastructure Stocks Are Down, but Not Out”
      • Portfolio Manager Lee Goldman speaks to the Globe and Mail in “Six Bargain REIT picks poised for a recovery” (Subscription required)
      • TREP’s Wilmot George speaks to GlobeAdvisor about “How year-end tax planning can help Canadians keep more money in their pockets” (Subscription required)
      • 2023 Year-End Statement and Tax Documents Mailing Schedule
      • Geof Marshall discusses CI GAM’s view on the global fixed-income sector in “Could Canada already be in recession?”
      • Chief Investment Officer Marc-André Lewis reviews the firm’s 2024 outlook in “Where CI GAM sees markets headed now”
      • CI Corporate Class Estimates for Q1 2024 (CI Assante)
      • CI Corporate Class Estimates for Q1 2024 (CI GAM)
      • Matt Trotta of CI’s TREP team explains some of the issues involved with passing on RRSP assets to one’s beneficiaries in his column “RRSPs and estate administration”
      • Jaron Liu, Director of ETF Strategy, explains the structure and benefits of momentum factor-based ETFs in Investment Executive
      • Matt Trott of CI GAM’s TREP team discusses the tax challenges facing one after the death of a spouse with the Globe and Mail (subscription required)
      • Portfolio Manager Grant Connor discusses the outlook for interest rates with Wealth Professional
      • Portfolio Manager Lee Goldman and Analyst Chris Koutsikaloudis comment on the outlook for real estate in the Morningstar Canada article “Brick-and-Mortar Retail is Back: Should You Invest?”
      • TREP’s Matt Trotta looks at Canada Revenue Agency’s new rules concerning trusts in his column “Defining trusts for tax reporting and compliance”
      • TREP’s Wilmot George speaks about tax issues for single Canadians in the Globe and Mail (subscription required)
      • Wealth Professional article “CI GAM launches new diversified alternative fund” focuses on the new CI Auspice Alternative Diversified Corporate Class
      • Mike Harut of Munro Partners is interviewed by Investment Executive on “How to adjust portfolios to manage climate risks”
      • TREP’s Wilmot George is interviewed by Morningstar Canada for “ETFs vs Mutual Funds: Can the Choice Affect Your Taxes in Canada?”
      • Chief Investment Officer Marc-André Lewis discusses private markets and CI GAM’s approach in the Wealth Professional article “Tapping into private markets: a response to evolving credit conditions.”
      • Wilmot George, head of CI GAM’s TREP team, comments on possible tax measures ahead of the federal budget in the Globe and Mail (Subscription required)
      • Wilmot George, head of the Tax, Retirement and Estate Planning team at CI GAM, is quoted in a Globe and Mail story on “What to know as RRSP reporting measures take effect.” (Subscription required)
      • The Globe and Mail profiles the CI WisdomTree Japan Equity Index ETF in “It’s time to take another look at Japanese stocks.” (Subscription required)
      • Alice Ambrosie, CI GAM’s Head of Practice Management, speaks to Advisor.ca on the topic of “How to give negative feedback to your team.”
      • Portfolio Manager Curtis Gillis speaks to the Globe and Mail about the energy sector and selected energy holdings in CI GAM funds in “How three fund managers are playing the energy bull market.” (Subscription required)
      • Portfolio Manager Fernanda Fenton discusses the outlook for U.S. interest rates in the Wealth Professional article “What can we expect from Powell and the Fed tomorrow?
      • Chief Investment Officer Marc-André Lewis discusses how CI GAM manages liquidity concerns when investing in private markets in Wealth Professional
      • Portfolio Manager Peter Hofstra describes the outlook for AI and CI GAM’s approach to the sector in its new CI Global Artificial Intelligence ETF in the Wealth Professional article “Can AI keep driving returns?”
      • TREP’s Wilmot George is quoted in the Globe and Mail article “Four misconceptions about how the federal budget affects corporations.”
      • The Fund Library highlights CI Morningstar Canada Value Index ETF (TSX: FXM) as a strong performer in “Standing ovation for ETF quartet”
      • Chief Investment Officer Marc-André Lewis explains the appeal of private markets in the Globe and Mail article “Why Canadian asset managers are teaming with private market giants to launch new funds” (subscription required)
      • Wilmot George of the CI GAM TREP team, is quoted in the Globe and Mail article “Triggering a capital gain by June 25? Here are five ideas for what to do with that cash” (subscription or registration required)
      • CI MSCI World ESG Impact Fund is cited in the Globe and Mail article “Believe it or not, it’s possible for investors to both make money and do good” (subscription required)
      • Matt Trotta of CI GAM’s TREP team discusses the tax issues around claiming moving expenses in the Globe and Mail article “What triggers a moving expense audit?” (subscription or registration required)
      • “CI GAM renames funds and updates risk ratings” in Wealth Professional
      • Gordon Pape cites CI Japan Equity Index ETF in this Globe and Mail article “Buy these three ETFs that will help you diversify internationally” (subscription required)
      • “CI GAM enhances bond fund lineup” in Wealth Professional
      • Matt Trotta of the CI GAM TREP team is quoted in the article “Home co-ownership can cause estate planning havoc”
      • Fixed Income Portfolio Manager Grant Connor comments on interest rate cuts in this article “The BoC is cutting, but has its pivot come too late?”
      • Matthew Strauss, Portfolio Manager of CI Emerging Markets Fund, discusses investing in India with the Globe and Mail (subscription required)
      • CI GAM expands covered call offerings with new funds
      • Portfolio Manager Bunty Mahairhu is interview by the Globe and Mail in this article “Six dividend stocks with rate-cut tailwinds” (subscription required)
      • CI GAM’s Chief Investment Officer Marc-André Lewis is interviewed on private markets investing by the Globe and Mail (subscription required)
      • CI Global Artificial Intelligence ETF is highlighted in this article “How to Buy AI Stocks in Canada”
      • Portfolio Manager Geof Marshall discusses private markets in the Wealth Professional article “Choosing the right manager is key to success in private credit investing”
      • TREP’s Wilmot George is quoted in this article on estate planning by Yahoo Finance Canada
      • CI GAM expands access to private markets with new enhancements for investors in Wealth Professional
      • Chris Couprie, CI GAM Portfolio Manager, is quoted in “REIT prospects are improving” in the Real Estate News Exchange
      • CI GAM launches global dividend growth ETF for high-quality companies
      • Portfolio Manager Lee Goldman is interviewed by Morningstar Canada in the article “Where a Top REIT Manager is Finding Attractive Stocks”
      • The Globe and Mail interviews Portfolio Manager Lee Goldman in “Three fund managers share picks for U.S. REITs ahead of interest rate cuts” (subscription required)
      • Wilmot George of CI GAM’s TREP team writes about “Intergenerational Wealth Transfers, Part 2” for Advisor.ca
      • 2024 CI GAM Mutual Fund Trust Estimates
      • 2024 CI Mutual Fund Trust Estimates Including Assante Private Pools
      • 2024 Year-End Statement and Tax Documents Mailing Schedule
      • CI Corporate Class Estimates for Q1 2025 (CI Assante)
      • CI Corporate Class Estimates for Q1 2025 (CI GAM)
      • CI GAM Chief Investment Officer Marc-André discusses the potential for market volatility with Wealth Professional
      • CI GAM introduced structured notes fund – Wealth Professional
      • CI GAM introduces six asset allocation mutual funds – Wealth Professional
      • CI GAM launches global dividend growth ETF for high-quality companies – Wealth Professional
      • CI GAM’s Wilmot George is quoted in a Globe and Mail article on tax planning for 2025 (subscription required)
      • CI TREP’s Matt Trotta is quoted in the Globe and Mail article “How capital gains changes affect year-end tax-loss selling” (subscription required)
      • Corporate Knights cites the CI MSCI World ESG Impact Index ETF as one of Canada’s “four most sustainable funds on the market”
      • Geraldo Ferreira, CI GAM’s Head of Investment Products, is quoted in the Investment Executive article “The outlook for cash ETFs”
      • Marc-André Lewis, President and Chief Investment Officer, discusses an OSC proposal for long-term funds in the Globe and Mail
      • Matt Trotta of the CI TREP team is quoted in the Globe and Mail on “Eight tips for managing RRSPs in estates”
      • Portfolio Manager Ali Pervez discusses the outlook for retailers in the Globe and Mail article “Holiday shopping, GST relief may not be enough to boost retail stocks” (subscription required)
      • Portfolio Manager Kevin McSweeney discusses the investment implications of Prime Minister Trudeau’s resignation in Benefits and Pensions Monitor
      • Portfolio Manager Matthew Strauss discusses long-term holdings in a Globe and Mail article on RRSP contributions (subscription required)
      • Portfolio Manager Peter Hofstra discusses the outlook for cryptocurrencies with the Globe and Mail (subscription required)
      • Sara Loriot, an institutional portfolio manager at CI GAM, is profiled by MoneySense as an emerging leader in finance
      • Wilmot George of the CI GAM Taxation, Retirement and Estate Planning team discusses RESPs with Investment Executive
      • Wilmot George’s article on “Marriage, common-law partnerships and the charitable donation tax credt” is published by Advisor.ca
    • 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
      • CI Global Asset Management and HarbourVest Partner to Offer Private Infrastructure Investment Solution
      • CI Global Asset Management Claims Compliance with the Global Investment Performance Standards
      • CI Global Asset Management Announces June 2022 Distributions for CI ETFs
      • CI Global Asset Management Announces Risk Rating Changes for Two Funds
      • CI Global Asset Management Announces Risk Rating Changes for Three Funds
      • CI Global Asset Management Announces July 2022 Distributions for CI ETFs
      • Securityholder Early Warning News Release
      • CI Global Asset Management Announces August 2022 Distributions for CI ETFs
      • CI Global Asset Management files preliminary prospectus for CI Auspice Broad Commodity ETF
      • CI Global Asset Management launches CI Alternative Multi-Strategy Fund
      • CI Global Asset Management Announces September 2022 Distributions for CI ETFs
      • CI Global Asset Management Expands Fund and ETF Lineup with ESG and Commodities Mandates
      • CI Global Asset Management Announces October 2022 Distributions for CI ETFs
      • CI Global Asset Management Launches Global Fixed-Income Mandates
      • CI Global Asset Management Announces November 2022 Distributions for CI ETFs
      • CI Global Asset Management Mutual Funds and ETFs Recognized for Investment Excellence
      • CI Global Asset Management Launches CI Global Investment Grade Fund
      • CI Global Asset Management Announces Estimated Annual Reinvested Distributions for JFT Strategies Fund
      • CI Global Asset Management Announces Estimated Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces December 2022 Distributions for CI ETFs
      • CI Global Asset Management to Launch Global and U.S. ETFs Focused on Managing Downside Volatility
      • CI Global Asset Management Announces Risk Rating Change for CI MSCI International Low Risk Weighted ETF
      • CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces Reinvested Distributions
      • CI Global Asset Management Announces Confirmed Annual Reinvested Distributions for JFT Strategies Fund
      • CI Global Asset Management Announces Fund Merger, ETF Risk Rating Change
      • CI Global Asset Management Announces January 2023 Distributions for CI ETFs
      • CI Global Asset Management Launches Minimum Downside Volatility ETFs
      • CI Global Asset Management Investment Funds Honoured for Outstanding Performance
      • CI Global Asset Management Builds on its Leadership in Alternative Investments with New Multi-Manager Private Markets Solution
      • CI Global Asset Management Announces February 2023 Distributions for the CI ETFs
      • CI Global Asset Management Expands Suite of Covered Call Strategies with New ETF and Four Mutual Funds
      • JFT Strategies Fund Launches At-The-Market Equity Program
      • CI Global Asset Management Announces Securityholder Approval of Proposed ETF Mergers
      • CI Global Asset Management Announces March 2023 Distributions for CI ETFs
      • CI Global Asset Management Announces Securityholder Approval of Mutual Fund Merger
      • CI Global Asset Management Announces Estimated Reinvested Distributions in Connection with ETF Mergers
      • CI Global Asset Management Completes ETF Mergers and Mutual Fund ETF Series Delisting
      • CI Global Asset Management Announces April 2023 Distributions for the CI ETFs
      • CI Global Asset Management Announces ETF Name Changes, Risk Rating Changes and Completion of Mutual Fund Merger
      • CI Global Asset Management Announces Name Change and Launch of Mutual Fund Series for CI Auspice Broad Commodity Fund
      • CI Global Asset Management Announces May 2023 Distributions for the CI ETFs
      • CI Global Asset Management Simplifies Investing with New Suite of Asset Allocation ETFs
      • CI Global Asset Management Announces June 2023 Distributions for the CI ETFs
      • CI Global Asset Management Announces Significant Fee Reductions on Money Market Fund Lineup
      • CI Global Asset Management Announces Risk Rating Changes for 13 Funds
      • CI Global Asset Management Announces July 2023 Distributions for the CI ETFs
      • CI Global Asset Management Launches Money Market ETFs
      • Smart Switch DCA™, a New Service from CI Global Asset Management, Provides a Systematic Approach to Investing in Uncertain Markets
      • CI Global Asset Management Announces August 2023 Distributions for the CI ETFs
      • CI Global Asset Management Brings Leading Alternative Asset Managers to Canadian Investors Through Two Private Markets Solutions
      • CI Global Asset Management Announces September 2023 Distributions for CI ETFs
      • CI Global Asset Management Now Offering First Home Savings Account
      • CI Global Asset Management Announces October 2023 Distributions for the CI ETFs
      • CI Global Asset Management Announces Enhancements to Selected Bond and Canadian Balanced Funds
      • CI Global Asset Management Announces New Series of CI Emerging Markets Bond Fund
      • CI Global Asset Management Investment Performance Recognized With 19 LSEG Lipper Fund Awards
      • CI Global Asset Management Announces November 2023 Distributions for the CI ETFs
      • CI Global Asset Management Updates Responsible Investing Policy
      • CI Global Asset Management Announces Estimated Annual Reinvested Distributions for JFT Strategies Fund
      • CI Global Asset Management Announces Estimated Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces December 2023 Distributions for CI ETFs
      • CI Global Asset Management Announces Two New ETFs, Fund Mergers and Other Changes to Enhance Product Lineup
      • CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces Reinvested Distributions
      • CI Global Asset Management Announces Confirmed Annual Reinvested Distributions for JFT Strategies Fund
      • CI Global Asset Management Launches ETFs Targeting U.S. Momentum and Value Stocks
      • CI Global Asset Management Announces January 2024 Distributions for the CI ETFs
      • CI Global Asset Management Expands Access to its Private Pools
      • CI Global Asset Management Launches Equity Fund Suite Focusing on Quality, Dividends and Growth
      • CI Global Asset Management Funds Recognized for Consistent, Outstanding Investment Performance
      • CI Global Asset Management Announces February 2024 Distributions for the CI ETFs
      • CI Global Asset Management Expands Alternative Funds Lineup with Launch of CI Auspice Alternative Diversified Corporate Class
      • CI Global Asset Management Announces March 2024 Distributions for CI ETFs
      • CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Changes to Enhance Product Lineup
      • CI Global Asset Management Announces Securityholder Approval of Fund Mergers and Other Product Changes
      • CI Global Asset Management Announces Estimated Reinvested Distributions in Connection with Fund Mergers
      • CI Global Asset Management Completes Eight Mutual Fund and ETF Mergers
      • CI Global Asset Management Completes 11 Fund Mergers
      • CI Global Asset Management Announces April 2024 Distributions for the CI ETFs
      • CI Global Asset Management Appoints Portfolio Manager for Two U.S. Small-Cap Funds
      • CI Global Asset Management Launches Actively Managed Artificial Intelligence ETF with Reduced Management Fee
      • CI Global Asset Management Announces May 2024 Distributions for the CI ETFs
      • CI Global Asset Management Launches Currency Hedged Series of CI U.S. 500 Index ETF
      • CI Global Asset Management Announces Risk Rating Change for CI ICBCCS S&P China 500 Index ETF
      • CI Global Asset Management Launches U.S. Dollar Series of CI U.S. Quality Dividend Growth Index ETF
      • CI Global Asset Management Announces June 2024 Distributions for CI ETFs
      • CI Global Asset Management Announces Name Changes for Small/Mid-Cap Funds, and Risk Rating Changes
      • CI Global Asset Management Announces Risk Rating Changes for Six Funds
      • CI Global Asset Management Announces July 2024 Distributions for the CI ETFs
      • CI Global Asset Management Expands Lineup of Global Fixed-Income Mutual Funds and ETF Series Mandates
      • CI Global Asset Management Announces Portfolio Management and Risk Rating Changes
      • CI Global Asset Management Announces Enhancements to Smart Switch DCA™, Its Dollar Cost Averaging Program
      • CI Global Asset Management Launches Multi-Sector and Fixed-Income Covered Call Strategies
      • CI Global Asset Management Announces August 2024 Distributions for the CI ETFs
      • CI Global Asset Management Announces Risk Rating Change for CI Global Unconstrained Bond Fund
      • CI Global Asset Management Enhances Private Markets Funds, Providing Increased Access and Transparency
      • CI Global Asset Management Launches Global Equity Fund and ETF Mandates Powered by Quality, Dividends and Growth
      • CI Global Asset Management Announces September 2024 Distributions for the CI ETFs
      • CI Global Asset Management Launches Asset Allocation Mutual Funds, Providing Low-Cost All-in-One Portfolios
      • CI Global Asset Management Announces Distribution Change for CI Canadian Banks Covered Call Income Mandates, Risk Rating Change for CI Gold Bullion Fund
      • CI Global Asset Management Announces October 2024 Distributions for the CI ETFs
      • CI Global Asset Management honoured with 16 LSEG Lipper Fund Awards
      • CI Global Asset Management Announces November 2024 Distributions for the CI ETFs
      • CI Global Asset Management Announces Mutual Fund and ETF Mergers and a Risk Rating Change
      • CI Global Asset Management Announces Estimated Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces December 2024 Distributions for the CI ETFs
      • CI Global Asset Management Announces Confirmed Annual Reinvested Capital Gains Distributions for CI ETFs
      • CI Global Asset Management Announces Additional Reinvested Distributions
      • CI Global Asset Management Announces Additional Reinvested Distribution for CI U.S. Money Market ETF
      • CI Global Asset Management Announces Termination of CI Galaxy Metaverse Index ETF
      • CI Global Asset Management Announces January 2025 Distributions for the CI ETFs
      • CI Global Asset Management Launches CI Structured Premium Yield Fund, Offering Monthly Income and Enhanced Yields
      • CI Global Asset Management Funds Recognized for Investment Excellence
      • CI Global Asset Management Announces February 2025 Distributions for the CI ETFs
      • CI Global Asset Management Files Preliminary Prospectus for CI Galaxy Solana ETF
      • CI Global Asset Management Launches CI Performance Series, an Innovative Performance Fee-Based Investment Solution
      • CI Global Asset Management Announces March 2025 Distributions for the CI ETFs
      • CI Global Asset Management Announces Securityholder Approval of Fund Mergers
      • CI Global Asset Management Announces Enhancements to Private Markets Funds
      • CI Global Asset Management Announces Estimated Reinvested Distributions in Connection with Fund Mergers and CMVX Termination
      • JFT Strategies Fund Renews At-The-Market Equity Program
      • CI Global Asset Management Announces Termination of CMVX and Completion of Fund Mergers
      • CI Global Asset Management Announces April 2025 Distributions for the CI ETFs
      • CI Global Asset Management Launches Solana ETF with 0% Management Fee for First Three Months
      • CI Global Asset Management Announces Risk Rating Change for CI U.S. Minimum Downside Volatility Index ETF (CUDV.B)
      • CI Global Asset Management Announces May 2025 Distributions for the CI ETFs
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