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2021 New Years Resolutions Worksheets

This year we have two worksheets with slightly different approaches to developing your resolutions. Remember, a new year doesn’t have...

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Monthly Market Snapshot – November

View/download full report Stocks around the globe were in rally mode during November with major equity indices posting their strongest...

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2020 Essential Gift Guide – Under $50!

It’s time to release our team’s top holiday gift picks – all under $50! Given the trends that have emerged...

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Monthly Market Snapshot – October

View/download full report The final week of October saw many global equity markets experience downturns not seen since the height...

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Monthly Market Snapshot – September

View/download full report Equity market volatility ramped up in September, as the effects of COVID-19 continued to pose challenges for...

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Monthly Market Snapshot – August

View/download full report Stocks around the globe continued to rally in August, as the strong momentum from the lows of...

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20 Fall Activities for Everyone

Enjoy this list of fun activities that make the most of the crisp autumn weather. Whether you’re venturing out solo,...

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Monthly Market Snapshot – July

View/download full report Major equity indexes ended the month of July higher, despite a surge in COVID-19 cases coinciding with...

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Claiming Home Office Expenses on Tax Returns

This communication is published by CI Investments Inc. (“CI”). Reprinted with permission of CI Investments Inc., July 2020 Can I...

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RESP withdrawals: what qualifies as valid proof of enrollment

Valid proof of enrollment is required when making an Educational Assistance Payment (EAP) or Post-Secondary Education Payment (PSE) from a...

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