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Financial Literacy Podcasts | CI Global Asset Management
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 | CI Global Asset Management
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 | CI Global Asset Management
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
Financial Literacy: Expert Articles | CI Global Asset Management
Seven Retirement Surprises Millennials, Gen X’ers & Boomers Learned During COVID-19
Part 1: The Case for Investing in Canada - World Leaders in Your Backyard
Outlook 2021 – Canadian Equities
The King is Dead – The Case for Cash Alternatives
2021 Outlook – U.S. Equities
Cambridge Canadian Dividend Fund – What are you getting today?
Part 3: The Case for Investing in Canada – World Leaders in Your Backyard
Outcome of the U.S. Presidential Election – a Likely and not so Likely Scenario
2021 Outlook – Small-Cap Equities
Part 2: The Case for Investing in Canada – World Leaders in Your Backyard
2021 Outlook – Canadian Equities
2021 Outlook – International Equities
A Case for International ETFs
How Past Market Events Changed Investor Behaviour Today
Stepping into the Ether
The Election Results are in… a Show About Nothing
Seven Retirement Surprises Millennials, Gen X’ers & Boomers Learned During COVID-19 | CI Global Asset Management
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 | CI Global Asset Management
Estate Planning Card - 2020
10 Years in Emerging Markets and the Importance of Due Diligence
Long-term care and the principal residence exemption, Part 2 – Renting to a child
Estate Planning During the Crisis
Taxation of Income from Mutual Funds and Exchange-Traded Funds
Is Pension Income-Splitting Available for the Year of Death?
Alter Ego and Joint Partner Trusts – Disadvantages
Factor Investing in ETFs & The 3 P’s for Evaluating Smart Beta Funds
Testamentary Trusts as Estate Planning Tools
Corporate Tax Card - 2020
Registered products: When the court decides who your beneficiary will be
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 | CI Global Asset Management
Corporate Tax Card - 2021
COVID 19 Economic Responses for the Social Cause Sector
Stock Option Plans and What's Next?
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
Dan's Perspective: Presidents, Duels, Portfolios
Q2-2021 Global Outlook: We Have Liftoff
Advisor Checklist on the Death of a Client
2021 Q3 Outlook: Pausing at the Peaks
Why now may be the right time to consider investing in bitcoin
Restraints to Testamentary Freedom When Drafting A Will
Tax Focus: What the 2020 U.S. Presidential Election Means for Canadians
Formal trusts, real property and the principal residence exemption
Selling Real Estate? The CRA is Watching
Retirement income planning: Tackling the OAS clawback challenge
Understanding RRSP Attribution Rules
Why now may be the right time to consider investing in Ether
Planning in Uncertain Times – FAQ’s
Multiple wills as a planning tool
Running Hot – Will the Inflation Run Last?
Right on the Money - Options for Extracting Cash Flow from a Corporation
RRSPs and TFSAs – Unused contribution room at death
The ABCs of Bitcoin
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
Let’s Talk All About ETFs
Bubble, But for How Long? | CI Global Asset Management
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 & Provincial Economic Response to COVID-19
2021: Break on Through to The Other Side
2021 Federal Government Response to COVID-19 Summary
2021 Global Macro Outlook
2021 Outlook – Alternative Credit
2021 Outlook – Fixed Income
2021 Outlook – Greener Pastures
2021 Outlook – Multi-Asset Investing
2021 Outlook – Real Assets: Infrastructure
What the Disability Tax Credit can mean for eligible Canadians and their families
What is new for 2020 Tax Season?
2021 Outlook – Real Assets: Real Estate
Tax Highlights From the Manitoba Budget 2021
What Budget Season Means for Canadians
Using segregated funds in an estate plan
Probate Rules for Ontario – the Estate Information Return
Update On 2020 Home Office Expense Deduction Claims
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
Tax Highlights from the 2021 Federal Budget
Tax Highlights From the 2021 Alberta Budget
An Evolved Approach to Core Investing
Emigrating from Canada
Passing your Cottage on to the Next Generation? Start Planning Now
Passive Investing for Corporate Investors
Are batteries running out of juice? Hydrogen and the problem of renewables intermittence/energy storage
Superficial losses and how to plan around them
Pension Income-Splitting for the Year of Death - Part 2
Executor and trustee investment duties
Fixed Income Macro Outlook
CCPC investments and the taxation of income
Highlights from the British Columbia Budget 2021
Highlights From The Newfoundland and Labrador Budget 2021
Highlights from the New Brunswick Budget 2021
Highlights from the Prince Edward Island Budget 2021
How 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
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
What is ESG Investing? | CI Global Asset Management
ESG and Your Portfolio | CI Global Asset Management
The Rise of Omicron—Here We Go Again? | CI Global Asset Management
Life insurance: Benefit from Rising Interest Rates | CI Global Asset Management
2022 Multi-Asset Outlook
2022 Outlook – Global Equities
2022 Outlook – Fixed Income
2022 Outlook – North American Equities
2022 Outlook – U.S. Equities1
2022 Outlook – Real Assets
Creditor Proofing, Seizures and Bankruptcy | CI Global Asset Management
Independent Review Committee | CI Global Asset Management
Homepage | CI Global Asset Management
Proxy Voting | CI Global Asset Management
Responsible Investing | CI Global Asset Management
Who We Are | CI Global Asset Management
Unclaimed Property in Canada | CI Global Asset Management
Portfolio Management Capabilities | CI Global Asset Management
Investment Opportunities & Solutions | CI Global Asset Management
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Newsroom | CI Global Asset Management
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 Rebecca Hett on "What the disability tax credit means for eligible Canadians and their families"
Paul Sandhu of Marret Asset Management joins BNN Bloomberg for his reaction to the Bank of Canada scaling back its weekly bond purchasing program.
CI Global Asset Management and CI Assante Wealth Management Selected as Finalists in Eight Categories for the 2021 Wealth Professional Awards
CI GAM's Lee Goldman is quoted in Advisor’s Edge’s, “Active managers eyeing performance disparities across real estate subsectors”
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.
Advisor.ca and TREP’s Keith Masterman discuss "Wills and power of attorney for cross-border clients"
Advisor.ca article from TREP's Wilmot George on "RRSPs, RRIFs and withholding taxes at death"
CI Corporate Class and Sentry Corporate Class Estimates for Q1 2021
TREP's Keith Masterman is quoted in Investment Executive's "Courts could save invalid wills if Ontario bill passes"
TREP's Wilmot George is quoted in Globe and Mail's "Some finer points on how dividends are taxed."
The Globe and Mail and TREP’s Wilmot George discussing how COVID-19 has added an extra wrinkle to some Canadians' RRSP plans
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”
Advisor.ca and TREP’s Keith Masterman discuss the Ontario raise to small estate limit to $150,000
BNN Bloomberg interview with Jeff Diehl, managing partner and head of investments at Adams Street, discussing company's partnership with CI GAM
The Globe and Mail and TREP’s Wilmot George discussing tax-strategy for dividend investors.
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’s Edge article featuring Wilmot George (TREP) about the TFSA limit for 2021 and the usefulness of these plans for younger Canadians
CI Investments adopting dual-class structure for three liquid alternative mandates
Paul Sandhu of Marret Asset Management discusses federal Throne Speech and fixed-income outlook
Portfolio Manager Kevin McSweeney on BNN Bloomberg: Investing in airports amid COVID-19
Sentry Investment Management Portfolio Manager Jon Case on BNN Bloomberg TV
Year-End Statement and Tax Documents Mailing Schedule
Advisor.ca Article in which TREP's Keith Masterman discusses Restraints to Testamentary Freedom when Drafting a Will
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`
TREP's Keith Masterman discusses Ontario estate law changes in this Investment Executive article.
TREP's Wilmot George discusses how Canadians face challenging RRSP year as pandemic continues: experts
Jeffrey Gundlach, CEO of DoubleLine, joined BNN Bloomberg to provide his outlook.
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"
Keith Masterman of CI's TREP discusse's "How advisors are guiding Canadians through ‘giving while living’ trend" in this Globe and Mail piece
TREP's Keith Masterman is quoted in Moneywise's "Case law conflict has potential to make will disputes more common"
Newsroom | CI Global Asset Management
CI Global Asset Management Enhances ETF Lineup With Suite of Cost-Competitive Passive ETFs, Plus Alternative and Technology Strategies
CI Global Asset Management Announces Risk Rating Change for CI Global Alpha Innovation ETF
CI Global Asset Management Offers Cost-Effective, One-Stop ESG Investing with New CI Mosaic ESG ETF Portfolios
CI Global Asset Management Announces Risk Rating Changes, Fund Name Changes and the Completion of Two Fund Mergers
CI Global Asset Management Announces July 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 Fund Name Changes to Reflect Integrated Investment Management Platform
CI Global Asset Management Announces Risk Rating Changes for Two ETFs
CI Global Asset Management Announces June 2021 Distributions for CI ETFs
CI Global Asset Management Announces Portfolio Management Changes
CI Global Asset Management Announces Appointment of Marc-André Lewis as Executive Vice-President and Head of Investment Management
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 Announces May 2021 Distributions for CI ETFs
CI Global Asset Management Completes Merger of CI Galaxy Bitcoin Fund into CI Galaxy Bitcoin ETF | CI Global Asset Management
CI Global Asset Management Announces Fund Name Changes and Mergers
CI Galaxy Bitcoin Fund (BTCG) Unitholders Approve Fund’s Merger into CI Galaxy Bitcoin ETF (BTCX)
CI Global Asset Management Launches World’s First Ethereum Mutual Fund
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
Options Trading Begins for CI Galaxy Bitcoin ETF (BTCX)
CI Galaxy Ethereum ETF Begins Trading on TSX With Management Fee Fully Waived Until June 15, 2021
CI Global Asset Management Capping MERs on its Cryptocurrency ETFs, BTCX and ETHX, at 0.95%
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 Estimated Distribution in Connection with Upcoming Termination of FLB
CI Financial to Acquire Remaining Stake in Lawrence Park Asset Management, Taking its Ownership in the Alternative Investment Manager to 100%
CI Global Asset Management Launches New ETF C$ Unhedged Series of CI Gold Bullion Fund
CI Global Asset Management Announces March 2021 Distributions for CI ETFs
CI Galaxy Bitcoin ETF to Launch on the TSX on March 9
CI Global Asset Management Announces January 2021 Distributions for CI ETFs
CI Global Asset Management Announces Estimated Annual Reinvested Capital Gains Distributions for CI ETFs
CI Financial to Acquire Majority Interest in RGT Wealth Advisors, a Leading Texas-Based Wealth Management Firm with Approximately US$4.7 Billion in Assets
CI Global Asset Management Announces November 2020 Distributions for CI ETFs
CI Investments launches mutual fund series of CI First Asset Enhanced Short Duration Bond ETF (FSB)
CI Global Asset Management Announces Completion of ETF and Mutual Fund Mergers and Related ETF Distributions
CI Global Asset Management to Temporarily Waive Entire Management Fee on World’s First Ether ETF: CI Galaxy Ethereum ETF (ETHX)
CI Global Asset Management to Launch World’s First Ethereum ETF on April 20 with World’s Lowest Management Fee of 0.40%
CI Global Asset Management Announces Unitholder Approval of ETF Mergers and Investment Objective Changes, and Related Estimated Reinvested Distributions
CI Global Asset Management Launches North America’s First Bitcoin Mutual Fund; Carries Industry-Low Management Fee of 0.40%
Unitholders Approve Changes to First Asset-Branded Mutual Funds
CI Galaxy Bitcoin ETF Begins Trading on the TSX with World’s Lowest Management Fee of any Bitcoin ETF
CI Global Asset Management Announces Shareholder Meeting for Proposed BTCG Merger
CI Global Asset Management Announces Plan to Merge CI Galaxy Bitcoin Fund into CI Galaxy Bitcoin ETF
CI Global Asset Management Files Preliminary Prospectus for World’s First Ether ETF
CI Global Asset Management Files Preliminary Prospectus for CI Galaxy Bitcoin ETF
CI Global Asset Management Announces February 2021 Distributions for CI ETFs
CI Global Asset Management Announces Changes to its ETF Lineup
CI Global Asset Management Continues Expansion of ETF Lineup with U.S. Inflation-Linked Bond and Actively Managed Emerging Markets ETFs
CI Global Asset Management Announces January 2021 Distributions for CI ETFs
CI Global Asset Management funds and ETFs recognized for performance by FundGrade® A+ Awards
CI Global Asset Management launches new ETF US$ Hedged Series of CI Munro Alternative Global Growth Fund
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 files preliminary prospectus to re-open CI Galaxy Bitcoin Fund
CI Global Asset Management Announces Estimated Reinvested Distributions for CI 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 Announces Reinvested Distribution for CI First Asset Long Duration Fixed Income ETF
CI Global Asset Management Launches Product Partnership with Adams Street
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 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 Announces December 2020 Distributions for CI ETFs
Securityholders approve fixed administration fees for 19 CI Global Asset Management ETFs
CI Global Asset Management files final prospectus for CI Galaxy Bitcoin Fund
CI Global Asset Management provides update on proposed fixed administration fees
CI Global Asset Management Funds and ETFs Win 2020 Canada Lipper Fund Awards from Refinitiv
CI Financial Begins Trading on New York Stock Exchange, Completes Acquisition of Bowling Portfolio Management
CI Global Asset Management files preliminary prospectus for CI Galaxy Bitcoin Fund
CI Investments Rebrands as CI Global Asset Management
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 Global Asset Management Announces September 2021 Distributions for CI ETFs
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