This month, teams across CI Global Asset Management pooled their experience to deliver a panel discussion addressing a range of key global investment issues. We
People often assume they can bequeath their assets to whichever person or organization they choose—but that isn’t always the case. In some circumstances, the
2025 was far from peaceful, marked by ongoing war between Russia and Ukraine and trade wars initiated by America that disrupted countries, industries and
If you receive a lump sum of any amount, whether an annual bonus or an inheritance, are you better off investing it all at once or gradually?
The answer isn’t
When it comes to giving an allowance—or not giving an allowance—there are no hard-and-fast rules to follow. Different parents have different approaches, and the
Canada is the only G7 nation without an estate or inheritance tax, but the government still collects tax on Canadians’ estate assets, often at the top marginal
The more money you make, the more money you spend. That may seem perfectly sensible, but what if you spend all of the extra money you make? Now you’ve enhanced
If an individual loses the ability to manage their financial affairs, some people believe the spouse can simply take over. However, that’s only permitted if the
We recently hired River Road Asset Management, LLC, based in Louisville, Kentucky, to manage our U.S. equity, value-style mandate. River Road employs 46 people
Have you heard the expression “beneficiary lottery”? Probably not, unless you’re in the world of estate planning. No, it doesn’t describe a beneficiary winning
November is “Make a Will” month in Canada, so it’s an appropriate time to discuss not only the importance of having a valid will in place, but how critical it
There are currently nine companies in the S&P 500 with market capitalizations exceeding $1 trillion. The largest among them is Nvidia Corp., valued at $4.55