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CI Global Asset Management Site Map

  • Homepage | CI Global Asset Management
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  • Financial Advisor Consulting Services | CI Global Asset Management
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      • Alter Ego and Joint Partner Trusts – Advantages
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      • Business Operations: Corporation vs. Sole Proprietorship
      • 10 Years in Emerging Markets and the Importance of Due Diligence
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      • Tax Highlights from the 2020 Quebec Budget
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      • The 2021 Playbook – How This Year’s Investment Themes are Playing Out in Real Time
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      • Dan's Perspective: Presidents, Duels, Portfolios
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      • Tax Highlights From the Nova Scotia Budget 2021
      • The Only Exercise I’ve Done This Month Is Running... Out of Money!
      • What Budget Season Means for Canadians
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      • Will you still love me tomorrow?
      • Advisor Checklist on the Death of a Client
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      • Formal trusts, real property and the principal residence exemption
      • Running Hot – Will the Inflation Run Last?
      • Multiple wills as a planning tool
      • 2021 Q3 Outlook: Pausing at the Peaks
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      • Right on the Money - Options for Extracting Cash Flow from a Corporation
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      • Scams, Fraudsters and the COVID-19 Pandemic
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      • The ABCs of Bitcoin
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      • 2021: Break on Through to The Other Side
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      • Charitable Giving Through Your Estate Offers Compelling Tax Advantages
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      • A New Season – What Opportunities are Driving Renewed Investor Optimism?
      • Women and Money: Choose to Engage Differently
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      • A Will Planning Checklist
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      • Are batteries running out of juice? Hydrogen and the problem of renewables intermittence/energy storage
      • CCPC investments and the taxation of income
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      • Passing your Cottage on to the Next Generation? Start Planning Now
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      • Tax Highlights From the 2021 Alberta Budget
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      • The importance of relationships in a digital world
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      • A Severance Package: Options to Reduce Taxation
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      • Tax Highlights From the Ontario Budget 2021
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      • Ten Reasons to have a Will, and Personal and Financial Care Powers of Attorney
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      • What’s Driving the Economic Recovery?
      • A Case for International ETFs
      • Cambridge Canadian Dividend Fund – What are you getting today?
      • Outcome of the U.S. Presidential Election – a Likely and not so Likely Scenario
      • Part 1: The Case for Investing in Canada - World Leaders in Your Backyard
      • Part 2: The Case for Investing in Canada – World Leaders in Your Backyard
      • Part 3: The Case for Investing in Canada – World Leaders in Your Backyard
      • 2021 Outlook – Small-Cap Equities
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      • The King is Dead – The Case for Cash Alternatives
      • Stepping into the Ether
      • Seven Retirement Surprises Millennials, Gen X’ers & Boomers Learned During COVID-19
      • How Past Market Events Changed Investor Behaviour Today
      • The Election Results are in… a Show About Nothing
      • The Case for Equities
      • A Climate of Opportunity
      • Your Money and Your Mind
      • The House, The Cottage and The Relationship Breakdown
      • Q4 2021 Outlook: Recovery Interruptus
      • U.S. Tax Ties - Part 2: U.S. Taxpayer
      • U.S. Tax Ties - Part 1: Snowbird
      • Foreign exchange and capital gains reporting
      • Consider the limits on a power of attorney in making changes to client accounts
      • 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
      • Passive Foreign Investment Company (PFIC) reporting for U.S. persons
      • What to Know About the Graduated Rate Estate
      • After the Election
      • Q4 2021 Outlook: Recovery Interruptus
      • Climate Change—Clean Energy and a Circular Economy
    • Financial Literacy: Expert Articles | CI Global Asset Management
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      • CI Alternative Investment Grade Credit Fund
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    • Financial Literacy Podcasts | CI Global Asset Management
      • Cambridge Canadian Dividend Fund Update
      • CI GAM's Small/Mid Cap Team: Cambridge Pure Canadian Equity Fund Update
      • CI GAM Small/Mid Cap team: Cambridge Global Smaller Companies Fund Update
      • Commodities & Sentry Resource Opportunities Class Update
      • Delta variant, positive consumer spending and component shortages
      • Global Balanced Portfolio: Fixed Income Update
      • International markets & International Equity portfolio update
      • Multi-Asset Mid-Year Update
      • On The Road Again
      • Reopening, inflation and the US dollar
      • Running Hot
      • School’s Out - China’s Corporate Clampdown
      • Sentry Canadian Income Fund Update
      • Staying positive on the economic direction, inflation and government support
      • The thesis of a winning business in the Global Leaders portfolio
      • Thinking Out Loud – The Fed Gets Real
      • Thinking Out Loud with Paul Sandhu
      • Transitory Storm
      • U.S. Equities: Market Outlook & Portfolio Update
      • Where are we today?
      • 2021 Market & Portfolio Outlook
      • 2021 Outlook
      • 2021 U.S. Equities Outlook
      • A risk-off week, Q3 earnings, and a U.S. election
      • A Vaccine, Rising Infections, and an Election Result
      • An Environment of Heightened Uncertainty
      • Bread and Circuses
      • Cambridge Canadian Dividend Fund Update
      • Cambridge Canadian Dividend Fund Update
      • Cambridge Canadian Dividend Fund Update
      • Canadian Equities: Portfolio Update & Outlook
      • Canadian Team Update: Vaccine news & examining market breadth
      • Cryptocurrency: Double or Nothing
      • Does the low-growth / low-inflation / low-rate environment continue?
      • February Pullback & Rates
      • Finding upside in safety and vulnerability
      • Gold: expectations going into 2021, outlook & Sentry Precious Metals fund update
      • Goodbye to 2020, Hello 2021
      • How Can Central Banks Deliver When They Have Promised Too Much?
      • How we develop a thesis around a business
      • International Equity Portfolio Update & Outlook
      • Is the tide coming in or going out?
      • Keep on Keeping On
      • Keep Your Eye on the Ball
      • Low yields, fiscal policy response and outlook
      • Role of E-Commerce and Outlook for Canadian Equities
      • Second wave, the U.S., Brexit and an international portfolio update
      • Sentry Canadian Income Fund Update
      • Sentry Small/Mid Cap Income Fund Update & Outlook
      • Sentry U.S. Monthly Income Fund Fixed Income Positioning
      • Short Squeezes & Managing COVID
      • Stirred, Not Shaken
      • Turning the Corner
      • U.S. election, U.S. equities, and portfolio update
      • U.S. Equities: Earnings Season Trends and Portfolio Update
      • U.S. Equities Update & Outlook
      • Vaccine roll out - a diverse story, finding value in the market and inflation
      • We Have Seen This Before
      • Why Small Caps Now and Companies We Like
      • A Winning Business from an ESG Perspective
      • An Update on Black Creek International Equity Fund
      • Back to School, Volatility, and a Tech Pullback
      • Banks, Canadian Portfolio Activity and Market Outlook
      • Cambridge Global Smaller Companies Fund Update: Examining Restoration Hardware
      • Cambridge Pure Canadian Equity Fund Update (Part 1/2)
      • Cambridge Pure Canadian Equity Fund Update (Part 2/2)
      • Canadian Analyst Team Update
      • Client Focused Reforms: Finding the Opportunity Within
      • Delta Variant, Market Update and Federal Election
      • Emigrating from Canada
      • Fed Policy Shift
      • Global Equity Fund & Market Update
      • Investing in China
      • Long-Term Care and the Principal Residence Exemption
      • More Volatility, Economic Stimulus, and a Sick President
      • Our journey with responsible investing
      • Prospecting Through the Pandemic
      • Registered products and beneficiary designation? Court creates homework for Advisors
      • RRSPs, RRIFs and Withholding Taxes at Death
      • Staying the Course
      • Stock option plans and new proposed rules
      • Supply Chains & Global Balanced Portfolio Update
      • The disability tax credit, federal budget provides planning opportunities for thousands of Canadians
      • The House, The Cottage and the Relationship Breakdown
      • Transfer of US based retirement plans to Canada
      • Transferring US based retirement plans up to Canada
      • US Equities: Trends, Outlook, and Portfolio Update
      • Women and Money
      • Thinking Out Loud - You're gonna do what?!
      • Taking Stock of the Energy Shortage
      • September recap: volatility & inflation concerns
    • Wealth Management Videos | CI Global Asset Management
      • Cambridge Asset Allocation Fund—Q1 2021 Update
      • Cambridge Canadian Dividend Fund—Q1 2021 Update
      • CI Emerging Markets Fund – Q2 2021 Update
      • CI Global Income & Growth Fund – Q2 2021 Update
      • CI Global Investment Grade Private Pool Class – Q2 2021 Update
      • CI Global Smaller Companies Fund – Q2 2021 Update
      • CI High Income Fund – Q2 2021 Update
      • CI Mosaic Balanced ETF Portfolio – Q2 2021 Update
      • CI Mosaic Balanced ETF Portfolio—Q1 2021 Update
      • CI Munro Alternative Global Growth Fund – Q2 2021 Update
      • CI Munro Alternative Global Growth Fund—Q1 2021 Update
      • CI North American Dividend Fund – Q2 2021 Update
      • CI North American Dividend Fund—Q1 2021 Update
      • CI North American Dividend Fund—Q3 2020 Update
      • CI Select Income Managed Corporate Class – Q2 2021 Update
      • CI U.S. Equity & Income Fund – Q2 2021 Update
      • Practice Management – Q2 2021 Update
      • Select Income Managed Corporate Class—Q1 2021 Update
      • Signature High Income Fund—Q3 2020 Update
      • What’s new from the Practice Management team?
      • Why DoubleLine?
      • Cambridge Canadian Dividend Fund—Q3 2020 Update
      • Cambridge Canadian Dividend Fund—Q4 2020 Update
      • Cambridge Global Smaller Companies Corporate Class Fund—Q4 2020 Update
      • Cambridge Global Smaller Companies Fund—Q3 2020 Update
      • CI Mosaic Balanced ETF Portfolio—Q3 2020 Update
      • CI Mosaic Balanced ETF Portfolio—Q4 2020 Update
      • CI Munro Alternative Global Growth Fund—Q3 2020 Update
      • CI Munro Alternative Global Growth Fund—Q4 2020 Update
      • CI North American Dividend Fund—Q4 2020 Update
      • Select Income Managed Corporate Class—Q3 2020 Update
      • Select Income Managed Corporate Class—Q4 2020 Update
      • Sentry Small/Mid Cap Income Fund—Q1 2021 Update
      • Sentry Small/Mid Cap Income Fund—Q3 2020 Update
      • Sentry Small/Mid Cap Income Fund—Q4 2020 Update
      • Sentry U.S. Monthly Income Fund—Q1 2021 Update
      • Sentry U.S. Monthly Income Fund—Q3 2020 Update
      • Sentry U.S. Monthly Income Fund—Q4 2020 Update
      • Signature Global Income & Growth Fund—Q1 2021 Update
      • Signature Global Income & Growth Fund—Q3 2020 Update
      • Signature Global Income & Growth Fund—Q4 2020 Update
      • Signature High Income Fund—Q1 2021 Update
      • Signature High Income Fund—Q4 2020 Update
      • A Better Approach to Core
  • Newsroom | CI Global Asset Management
    • Newsroom | CI Global Asset Management
      • 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."
      • Year-End Statement and Tax Documents Mailing Schedule
      • Parents worry about their children's financial futures for all the wrong reasons
    • Newsroom | CI Global Asset Management
      • 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
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