As geopolitical events continue to make headlines, where could markets go? In an environment of high interest rates and uncertainty, is growth possible?
Join industry experts as they address these and other timely questions in two exciting days of engaging and timely sessions, including a variety of channel-specific topics to choose from.
Join us:
September 20 – 22 at the Fairmont Queen Elizabeth in Montreal, Quebec
Contact your CI GAM Sales Team for more information.
IN-PERSON EVENT
2023 CI Stampede Sales Roundup
July 6, 2023
Hear from expert portfolio managers and strategists on timely investment solutions for growing your clients’ wealth. You won’t want to miss the premier western event of the year!
Join us:
Thursday, July 6 at the Fairmont Palliser in Calgary, Alberta.
Contact your CI GAM Sales Team for more information.
CE PORTAL
CI GAM’s CE Portal is a self-serving platform that makes it easier for you to earn continuing education (CE) credits with access to relevant, timely content that is available on-demand and at your convenience. The CE Portal allows you to manage all your CE credit certificates issued from CI Global Asset Management all in one place, from virtual to in-person presentations.
After years of relative stability, markets have become increasingly volatile and difficult to understand. Gaining access to informed views on the macroeconomic and geopolitical landscape is important to help you invest wisely.
The 2023 Federal Budget is set to address a number of issues as Canadians contend with high inflation and monetary policy designed to slow economic growth. What will the Minister of Finance unveil, and how will it affect investors? Our experts are ready to interpret the Budget and help you devise suitable tax strategies.
More investors are seeking income today, either to boost total returns or as a reliable cash flow stream. For effective, well-diversified income generation, consider a modern approach utilizing income generating equities and high yield bonds.
Tackling Inflation and Finding Opportunities with Commodities
March 1, 2023
These days, many investors are focused on managing the impact of inflation and improving portfolio diversification to help enhance risk-adjusted returns. Investing in commodities could help achieve both objectives.
How can you achieve positive alpha in your client portfolios as markets continue to face an onslaught of challenging factors? Paul Sandhu, President and CEO, Marret Asset Management will discuss the strategies they use to target an absolute return of 6% to 8% with the CI Alternative Diversified Opportunities Fund.
Women are a critical part of your investment advisory practice, but they often switch advisors after their husband's death and then have difficulty finding the right fit with another advisor. Learn how to effectively engage with this influential group to retain them as clients.