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As any parent of young children will know, finding a spare minute can be a hard task and taking time to draw up an estate plan for the future is something that often falls to the bottom of the priority list. However, it is important for all families to have a basic estate plan in place to provide financial security for their children in unforeseen circumstances

Global Economic Strategist Lorne Gavsie joined us for lunch to discuss the US midterms, interest rates and why there is reason for optimism in Canada. Here are our three key takeaways.

Corporate-owned life insurance helps business owners protect their company, manage taxes, and plan for retirement or succession. This article explores how it can fund buy-sell agreements, cover capital gains tax, reward key executives, and support business continuity—all while building tax-advantaged value inside the corporation.

Alfred Lam, SVP & Co-head of CI GAM, joins us for short rapid fire segment to give us his perspective on the markets, the economy, and even the World Cup.

Alfred Lam, SVP and Co-Head of CI GAM, joins us for a follow-up Q&A to a lunch presentation we did with him at the beginning of the year to answer timely questions submitted by our clients and professional partners.

A new baby changes everything, including your money. Between sleepless nights and tiny socks, a few financial steps can help protect your growing family. Here is a simple checklist of what to set up, update, and start when a baby joins your home.