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Practice Management – Q2 2021 Update
CI Munro Alternative Global Growth Fund – Q2 2021 Update
CI North American Dividend Fund – Q2 2021 Update
CI High Income Fund – Q2 2021 Update
CI Global Smaller Companies Fund – Q2 2021 Update
CI Emerging Markets Fund – Q2 2021 Update
CI Global Investment Grade Private Pool Class – Q2 2021 Update
CI Mosaic Balanced ETF Portfolio – Q2 2021 Update
CI Select Income Managed Corporate Class – Q2 2021 Update
CI U.S. Equity & Income Fund – Q2 2021 Update
CI Global Income & Growth Fund – Q2 2021 Update
Why DoubleLine?
What’s new from the Practice Management team?
CI Munro Alternative Global Growth Fund—Q1 2021 Update
Cambridge Asset Allocation Fund—Q1 2021 Update
Cambridge Canadian Dividend Fund—Q1 2021 Update
Select Income Managed Corporate Class—Q1 2021 Update
Signature High Income Fund—Q3 2020 Update
CI Mosaic Balanced ETF Portfolio—Q1 2021 Update
CI North American Dividend Fund—Q1 2021 Update
CI North American Dividend Fund—Q3 2020 Update
Sentry Small/Mid Cap Income Fund—Q1 2021 Update
CI Munro Alternative Global Growth Fund—Q3 2020 Update
Sentry U.S. Monthly Income Fund—Q1 2021 Update
Signature High Income Fund—Q1 2021 Update
CI Mosaic Balanced ETF Portfolio—Q3 2020 Update
Signature Global Income & Growth Fund—Q1 2021 Update
Sentry Small/Mid Cap Income Fund—Q3 2020 Update
Signature Global Income & Growth Fund—Q3 2020 Update
Select Income Managed Corporate Class—Q4 2020 Update
Cambridge Canadian Dividend Fund—Q4 2020 Update
Sentry U.S. Monthly Income Fund—Q4 2020 Update
Cambridge Global Smaller Companies Corporate Class Fund—Q4 2020 Update
Signature Global Income & Growth Fund—Q4 2020 Update
Cambridge Global Smaller Companies Fund—Q3 2020 Update
Sentry U.S. Monthly Income Fund—Q3 2020 Update
Cambridge Canadian Dividend Fund—Q3 2020 Update
Select Income Managed Corporate Class—Q3 2020 Update
Signature High Income Fund—Q4 2020 Update
Sentry Small/Mid Cap Income Fund—Q4 2020 Update
CI Mosaic Balanced ETF Portfolio—Q4 2020 Update
CI Munro Alternative Global Growth Fund—Q4 2020 Update
CI North American Dividend Fund—Q4 2020 Update
A Better Approach to Core
What’s a Covered Call Strategy?
Practice Management – Q3 2021 Update
CI Global Income & Growth Fund – Q3 2021 Update
CI High Income Fund – Q3 2021 Update
Tax, Retirement and Estate Planning – Q3 2021 Update
CI U.S. Equity Fund – Q3 2021 Update
CI Floating Rate Income Fund – Q3 2021 Update
CI Canadian Dividend Fund – Q3 2021 Update
CI Mosaic Balanced ETF Portfolio – Q3 2021 Update
CI WisdomTree Canada Quality Dividend Growth Index ETF – Q3 2021 Update
CI Select Income Managed Corporate Class – Q3 2021 Update
CI Emerging Markets Fund – Q3 2021 Update
CI Munro Alternative Global Growth Fund – Q3 2021 Update
CI Global Income & Growth Fund—Q4 2021 Update
CI U.S. Equity Fund – Q4 2021 Update
CI Select Income Managed Corporate Class – Q4 2021 Update
CI Mosaic Balanced ETF Portfolio – Q4 2021 Update
CI Global Investment Grade Class—Q4 2021 Update
CI Emerging Markets Fund – Q4 2021 Update
CI Floating Rate Income Fund —Q4 2021 Update
CI High Income Fund —Q4 2021 Update
CI Canadian Dividend Fund—Q4 2021 Update
CI Munro Alternative Global Growth —Q4 2021 Update
Tax, Retirement and Estate Planning—Q4 2021 Update
Practice Management—Q4 2021 Update
Momentum Investing: The trend is your friend
Advisor Consulting: Your Mind and Your Money
Advisor Consulting: Income splitting tips
CI Gold Bullion Fund: The gold standard
CI Digital Security ETF: Security in the Digital Age
Bitcoin: Fixed supply, growing interest
Ethereum: Leading the way for Web3
Digital Assets: The future of fintech
Thematic ETFs: Identifying growth themes
Value ETFs: Sophisticated bargain hunting
Taking advantage of higher interest rates
Fixed income for rising rates
A global multi-asset tactical approach for navigating complex markets
Asset allocation and diversification made simple
FATCA and the need for U.S. persons to pay U.S. taxes
High performance can lead to high rewards
Complementing portfolios with defensiveness and income
Differentiated cash flow streams for income-seeking investors
Tax efficient fixed income made simple
Active, tactical fixed income
New asset classes and strategies
The Value of ESG Investing
Navigating market volatility
The future (of your business) is female
A tactical approach to fixed income diversification
Help put home buying within reach
Low volatility, without sacrificing returns
Investing for a better world
Construct stronger portfolios with real assets
ETF Trading Best Practices
Harness tech sector volatility for enhanced income
Hedge against inflation while seeking attractive income
Adopt a defensive, income-oriented equity strategy
Minimize Volatility, Maximize Peace of Mind
The Opportunity in Private Market Investments
Fund Commentaries & Insights
CI Global REIT Fund – Fund Commentary – March 2024
CI Canadian REIT ETF – Fund Commentary – June 2024
CI Auspice Broad Commodity Fund – Fund Commentary – August 2024
CI Global Climate Leaders Fund – Fund Commentary – August 2024
CI Munro Alternative Global Growth Fund – Fund Commentary – August 2024
CI Munro Global Growth Equity Fund – Fund Commentary – August 2024
CI Auspice Broad Commodity Fund – Fund Commentary – September 2024
CI Auspice Alternative Diversified Corporate Class – Fund Commentary – September 2024
JFT Strategies Fund – Fund Commentary – August 2024
CI Alternative Diversified Opportunities Fund – Fund Commentary – September 2024
CI Enhanced Government Bond ETF – Fund Commentary – September 2024
CI Enhanced Short Duration Bond Fund – Fund Commentary – September 2024
CI Investment Grade Bond ETF – Fund Commentary – September 2024
CI Investment Grade Bond Fund – Fund Commentary – September 2024
CI Marret Alternative Absolute Return Bond Fund – Fund Commentary – September 2024
CI Marret Alternative Enhanced Yield Fund – Fund Commentary – September 2024
Financial Literacy Podcasts
School’s Out - China’s Corporate Clampdown
Delta variant, positive consumer spending and component shortages
Multi-Asset Mid-Year Update
Staying positive on the economic direction, inflation and government support
Global Balanced Portfolio: Fixed Income Update
On The Road Again
Sentry Canadian Income Fund Update
Thinking Out Loud – The Fed Gets Real
Thinking Out Loud with Paul Sandhu
U.S. Equities: Market Outlook & Portfolio Update
Reopening, inflation and the US dollar
International markets & International Equity portfolio update
Commodities & Sentry Resource Opportunities Class Update
The thesis of a winning business in the Global Leaders portfolio
Running Hot
CI GAM Small/Mid Cap team: Cambridge Global Smaller Companies Fund Update
CI GAM's Small/Mid Cap Team: Cambridge Pure Canadian Equity Fund Update
Cambridge Canadian Dividend Fund Update
Transitory Storm
Where are we today?
When, not if
International Equity Portfolio Update & Outlook
Keep on Keeping On
U.S. Equities Update & Outlook
Cambridge Canadian Dividend Fund Update
Is the tide coming in or going out?
Vaccine roll out - a diverse story, finding value in the market and inflation
Gold: expectations going into 2021, outlook & Sentry Precious Metals fund update
Sentry Small/Mid Cap Income Fund Update & Outlook
Stirred, Not Shaken
Sentry Canadian Income Fund Update
Cambridge Canadian Dividend Fund Update
February Pullback & Rates
How Can Central Banks Deliver When They Have Promised Too Much?
Cambridge Canadian Dividend Fund Update
Keep Your Eye on the Ball
Canadian Equities: Portfolio Update & Outlook
U.S. Equities: Earnings Season Trends and Portfolio Update
Short Squeezes & Managing COVID
Cryptocurrency: Double or Nothing
2021 Market & Portfolio Outlook
Goodbye to 2020, Hello 2021
2021 U.S. Equities Outlook
2021 Outlook
A Vaccine, Rising Infections, and an Election Result
Second wave, the U.S., Brexit and an international portfolio update
Low yields, fiscal policy response and outlook
Why Small Caps Now and Companies We Like
How we develop a thesis around a business
Canadian Team Update: Vaccine news & examining market breadth
Turning the Corner
Does the low-growth / low-inflation / low-rate environment continue?
U.S. election, U.S. equities, and portfolio update
A risk-off week, Q3 earnings, and a U.S. election
An Environment of Heightened Uncertainty
We Have Seen This Before
Role of E-Commerce and Outlook for Canadian Equities
Finding upside in safety and vulnerability
Bread and Circuses
Sentry U.S. Monthly Income Fund Fixed Income Positioning
U.S. Policy, Elections, and the Fed Response
More Volatility, Economic Stimulus, and a Sick President
Global Equity Fund & Market Update
US Equities: Trends, Outlook, and Portfolio Update
A Winning Business from an ESG Perspective
Banks, Canadian Portfolio Activity and Market Outlook
Canadian Analyst Team Update
Fed Policy Shift
Cambridge Pure Canadian Equity Fund Update (Part 2/2)
Back to School, Volatility, and a Tech Pullback
An Update on Black Creek International Equity Fund
Cambridge Global Smaller Companies Fund Update: Examining Restoration Hardware
Cambridge Pure Canadian Equity Fund Update (Part 1/2)
The House, The Cottage and the Relationship Breakdown
Stock option plans and new proposed rules
The disability tax credit, federal budget provides planning opportunities for thousands of Canadians
RRSPs, RRIFs and Withholding Taxes at Death
Transfer of US based retirement plans to Canada
Emigrating from Canada
Registered products and beneficiary designation? Court creates homework for Advisors
Transferring US based retirement plans up to Canada
Client Focused Reforms: Finding the Opportunity Within
Women and Money
Prospecting Through the Pandemic
Long-Term Care and the Principal Residence Exemption
Our journey with responsible investing
Delta Variant, Market Update and Federal Election
Investing in China
Supply Chains & Global Balanced Portfolio Update
Staying the Course
Thinking Out Loud - You're gonna do what?!
Taking Stock of the Energy Shortage
September recap: volatility & inflation concerns
The Perils of Dying Intestate
Earnings Season is a Tool to Rethink & International Equity Portfolio Update
Q3 earnings, supply chain disruptions and interest rates
Financial well-being: more than just the numbers
Bridging the Gap
CI Black Creek Global Balanced Fund Podcast - Fixed Income Update
High Performing Teams
The Graduated Rate Estate, a valuable tax minimization tool
In-Trust Accounts: The Basics
Omicron variant & central banks balancing act
Multi-Asset Management Outlook 2022
Dynamics to keep an eye on
Thinking outside the box - business growth in a new world
CI International Equity Fund - Market and Portfolio Update
Relationships Matter - Connecting with clients in a digital world
CI Global Leader Fund - Market and Portfolio Update
Volatility Creates Opportunity
How Does the CRA Define Your Relationship?
High Performing Teams - You Asked, We Answered
Dimensions to monitor as Russia invades Ukraine
CI Global Balanced Fund - Market and Portfolio Update
CI International Equity Fund Update - Notable Impacts of the War in Ukraine
North American Equities Update
Implementing a KYP Process
Stay engaged
Tax & Estate Planning for your Two Spouses
CI International Equity Fund - Market and Portfolio Update
North American Equities Update: It's important to stay engaged with equity
Communicating with clients in volatile markets
CI Global Balanced Fund - Fixed Income Update
North American Equities Update: Seeing good opportunities, wouldn't expect volatility to go away
North American Equities Update: How aggressive can central banks continue to be?
North American Equities Update: Interest Rates, Supply Chains, Inflation and More
CI International Equity Fund - Market and Portfolio Update
North American Equities Update: Enduring the Pain
Finding Winning Businesses in Volatile Markets - CI International Equity Fund Update
North American Equities Update: Is the bottom in?
Non-residents and Their RRSPs and RRIFs at Death
CI International Equity Fund - Market and Portfolio Update
CI Global Balanced Fund - Market and Portfolio Update
North American Equities Update: Looking back on 2022
CI Global Leaders Fund - Market and Portfolio Update
CI Global Balanced Fund - Fixed Income Update
North American Equities Update: Looking ahead to 2023
North American Equities: It's a central bank driven market
North American Equities: The Goldilocks scenario we're hoping for
CI Global Balanced Fund - Fixed Income Update
North American Equities: March - what a month!
North American Equities: Examining market breadth & dynamics
CI Global Leaders Fund - Market and Portfolio Update
North American Equities: Market breadth continues to narrow
North American Equities: Divergence in the market
CI Global Balanced Fund - Investment Process Update
North American Equities: The macro environment is driving the market
North American Equities: Market Update
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
Expert Investment Insights
Seven Retirement Surprises Millennials, Gen X’ers and Boomers Learned During COVID-19
Estate Planning Card - 2021
In-kind transfers to registered plans: Dealing with superficial and denied loss rules
Alter Ego and Joint Partner Trusts – Advantages
Business Operations: Corporation vs. Sole Proprietorship
The Value of Advice: COVID-19 and the Reduction of Registered Retirement Income Fund (RRIF) Minimum Amounts
Tax Highlights from the 2020 Quebec Budget
The 2021 Playbook – How This Year’s Investment Themes are Playing Out in Real Time
Estate Planning Card - 2020
10 Years in Emerging Markets and the Importance of Due Diligence
Long-term care and the principal residence exemption, Part 2 – Renting to a child
Estate Planning During the Crisis
Taxation of Income from Mutual Funds and Exchange-Traded Funds
Is Pension Income-Splitting Available for the Year of Death?
Alter Ego and Joint Partner Trusts – Disadvantages
Factor Investing in ETFs and The 3 P’s for Evaluating Smart Beta Funds
Testamentary Trusts as Estate Planning Tools
Corporate Tax Card - 2020
Registered products: When the court decides who your beneficiary will be
3 Best Practices for Trading ETFs
Financial Preparedness and Planning for the Unexpected
What to Consider When a Charitable Gift is Part of Your Estate
Expenses in Retirement: What to Expect and Income Needs
Corporate Tax Card - 2021
COVID 19 Economic Responses for the Social Cause Sector
Stock Option Plans and What's Next?
The King is Dead – The Case for Cash Alternatives
Personal Tax Card - 2021
Will you still love me tomorrow?
Tax Highlights From the Nova Scotia Budget 2021
The Only Exercise I’ve Done This Month Is Running... Out of Money!
Personal Tax Card - 2020
Dependency Relief in Canada – Province by Province
What Budget Season Means for Canadians
Advisor Checklist on the Death of a Client
Why You Should Consider Investing in Bitcoin
Restraints to Testamentary Freedom When Drafting A Will
Tax Focus: What the 2020 U.S. Presidential Election Means for Canadians
Formal trusts, real property and the principal residence exemption
Selling Real Estate? The CRA is Watching
Retirement income planning: Tackling the OAS clawback challenge
Understanding RRSP Attribution Rules
Why You Should Consider Investing in Ethereum
Planning in Uncertain Times – FAQ’s
Multiple wills as a planning tool
Running Hot – Will the Inflation Run Last?
Right on the Money - Options for Extracting Cash Flow from a Corporation
RRSPs and TFSAs – Unused contribution room at death
What is Bitcoin and Blockchain Technology?
Can I claim my home office expenses on my tax return?
Scams, Fraudsters and the COVID-19 Pandemic
COVID-19 Economic Response FAQ’s for Businesses
Choosing an appropriate investment solution - Corporate Class and T-Class
Adjusted Aggregate Investment Income – A Closer Look
Tax and Estate Concerns at Different Life Stages
Tax-loss selling could save you money
Are Stocks Overvalued?
What is a Capital Gain and How is it Taxed?
Transferring a 401(K) or IRA to Canada
Help your client plan for a spendthrift beneficiary
Fall Economic Statement 2020
Debunking the Myths Associated with Exchange-Traded Funds
Bubble, But for How Long?
The Registered Education Savings Plan (“RESP”) 411
Decision Salary vs. Dividend for Quebec Business Owners
Tax Highlights from the 2020 Nova Scotia Budget
The Gold Standard – Reliability in Times of Uncertainty
Joint Accounts
COVID-19 Economic Response Plan
Tax and the principal residence
A New Season – What Opportunities are Driving Renewed Investor Optimism?
COVID-19 Economic Response FAQ’s for Individuals
Women and Money: Choose to Engage Differently
Liquid Alts – The Long and the Short
Charitable Giving Through Your Estate Offers Compelling Tax Advantages
RRSPs, RRIFs and Withholding Taxes at Death
An Individual’s Tax Saving Strategies in Uncertain Times
Federal and Provincial Economic Response to COVID-19
2021: Break on Through to The Other Side
2021 Federal Government Response to COVID-19 Summary
What the Disability Tax Credit can mean for eligible Canadians and their families
What is new for 2020 Tax Season?
Tax Highlights From the Manitoba Budget 2021
What Budget Season Means for Canadians
Using segregated funds in an estate plan
Probate Rules for Ontario – the Estate Information Return
Update On 2020 Home Office Expense Deduction Claims
A Case for International ETFs
Understanding TFSA Attribution Rules
Turn Client Focused Reforms into a Win-Win
Trending for the Long Term
A Will Planning Checklist
Transferring the family vacation property – a roadmap with numerous twists and turns
Protecting an Executor or Trustee: Proceed with Caution
The importance of relationships in a digital world
Retirees and RRSP deduction room
Riding the Crazy Train to the End of the World as we Knew it
Death of a TFSA holder
Death of an RRSP annuitant
Demystifying the Liquidity of ETFs
Tax Highlights from the 2021 Federal Budget
Tax Highlights From the 2021 Alberta Budget
An Evolved Approach to Core Investing
Emigrating from Canada
Passing your Cottage on to the Next Generation? Start Planning Now
Passive Investing for Corporate Investors
Superficial losses and how to plan around them
Pension Income-Splitting for the Year of Death - Part 2
Executor and trustee investment duties
CCPC investments and the taxation of income
Highlights from the British Columbia Budget 2021
Highlights From The Newfoundland and Labrador Budget 2021
Highlights from the New Brunswick Budget 2021
Highlights from the Prince Edward Island Budget 2021
How Past Market Events Changed Investor Behaviour Today
How spousal rights work in Alberta
Checklist for Executors
Checklist for Liquidators in Quebec
Corporate investments and the role of RDTOH
Spousal Rights After Death
How superficial loss rules affect employee plans
Stepping into the Ether
Intestacy throughout Canada
Minor Beneficiaries
Joint Accounts in Quebec
A Business Owner’s Tax Saving Strategies in Uncertain Times
A Severance Package: Options to Reduce Taxation
Cross Border Estate Planning
Tax Highlights From the Ontario Budget 2021
Tax Highlights From the Quebec Budget 2021
Tax Highlights From the Saskatchewan Budget 2021
Ten Reasons to have a Will, and Personal and Financial Care Powers of Attorney
TFSA Overcontributions
Long-Term Care and the Principal Residence Exemption
How to diversify against rising interest rates and inflation
What’s Driving the Economic Recovery?
Levelling Up Your LinkedIn
The Election Results are in… a Show About Nothing
The Case for Equities
A Climate of Opportunity
U.S. Tax Ties - Part 2: U.S. Taxpayer
U.S. Tax Ties - Part 1: Snowbird
Your Money and Your Mind
Foreign exchange and capital gains reporting
Consider the limits on a power of attorney in making changes to client accounts
The House, The Cottage and The Relationship Breakdown
TIPS for Dealing with Inflation
Tax Planning Using Private Corporations - The new income sprinkling and passive investing rules
Types of wills in Quebec and probating non-notarized wills
The importance of Quebec’s protection mandate
Rethink Deliberate TFSA Overcontributions
Dependency Relief in Canada – Province by Province
Passive Foreign Investment Company (PFIC) reporting for U.S. persons
What to Know About the Graduated Rate Estate
After the Election
Retirees and RRSP Deduction Room
Energy Gridlock: The Sign of Economic Slowdown?
Invest in Clean Energy and a Circular Economy
Climate Change—Clean Transport and Energy Efficiency
Will Higher Inflation Lead to Higher Returns?
A Survivor’s Story
What is a Covered Call Strategy?
What is Ethereum 2.0?
Characteristics of a High Performing Team
What is ESG Investing?
ESG and Your Portfolio
Life insurance: Benefit from Rising Interest Rates
2022 Multi-Asset Outlook
Creditor Proofing, Seizures and Bankruptcy
What is Decentralized Finance (DeFi)?
Insights on this Month’s Market Volatility
What is NFT Investing?
Client Focused Reforms: What Now?
Rising Inflation Inevitably Leads to Bank Rate Hikes
What is Proof of Stake?
The New Gold: What is Bitcoin Mining?
Assessing the Opportunities of Choppier Markets Requires Active Decisions
Tax Highlights From the 2022 Alberta Budget
Tax Highlights From the 2022 British Columbia Budget
Tax Highlights From the 2022 PEI Budget
Implications of Russia’s invasion of Ukraine and what this means for the investment landscape
High Performing Teams: When is The Best Time to Add Staff?
Tax Highlights From the 2022 New Brunswick Budget
Tax Highlights From the 2022 Quebec Budget
Tax Highlights From the 2022 Saskatchewan Budget
Tax Highlights From the 2022 Nova Scotia Budget
Tax Highlights From the 2022 Newfoundland and Labrador Budget
Cybersecurity as an investment opportunity
Tax Highlights from the 2022 Federal Budget
2022 Q2 Outlook: Plus ça change, plus c’est la même chose
Inflation Is Not the Only Challenge
How to Invest in the Metaverse
Blockchain as an Investment Opportunity
How Does the CRA Define Your Relationship?
Seven steps to great first impressions for advisors
Tax Highlights From the 2022 Ontario Budget
Declines All Around, but Opportunities to Be Had
Post-Mortem of the UST Collapse: The Future of Crypto as an Asset Class
The Benefits of Covered Call ETFs
What is Value Investing?
Maximize Your Online Meetings With 5 Power Strategies
Tax and Estate Planning for Your Two Spouses
Tax Planning using Private Corporations
Use Momentum Investing to Take Advantage of Trends
It Is a Tougher Game When Central Banks Turn Hawkish
Listen Up China Bears, It’s Not As Bad As You Think
What’s After the Storm?
Investing in Canadian Dividend Index ETFs: A Forward Growth Approach
What are Floating Rate Funds?
What is the Value of Financial Advice?
Transferring The Family Vacation Property
What is the Ethereum Merge?
The Bull Case for Chinese Equity ETFs
Targeting Defense, Growth, or Yields with Healthcare ETFs
Markets rallied in July, contrary to most investors' expectations
Refresh Your Portfolio with ESG Investments
Mark-to-Market Isn't Giving You the Complete Picture
Hone In On Your Niche
Hedge Against Inflation with Commodity ETFs
Fighting Inflation with Crucial Rate Conditions
Tactics for Sector Investing
Non-Residents And Their RRSPS and RRIFS at Death
Are We There Yet?
How to Protect Money Against Inflation
COP27 and the Coalition of the Willing
Multi-Asset 2023 Year Ahead Outlook
Strategies to Minimize Downside Volatility
On the Edge of Recession
2023 Outlook – Fixed Income
2023 Outlook – Canadian Equities
2023 Outlook – U.S. Equities
2023 Outlook – Real Assets
Outlook 2023 – Dear Robert: Why so Bearish
CI Auspice Broad Commodity ETF - Three Months and $100MM AUM Later
Mingle V. The Queen
2023 Outlook - Emerging Markets
2023 Outlook - International Equities
2023 Outlook - Small Cap Equity
Expanding your Horizon: Looking Beyond U.S. Equity Markets
Selling Real Estate? The CRA is (Still) Watching
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
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
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
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