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Advisor to Client: Financial experts say it’s important to know your net worth
People with few assets or a negative net worth can still benefit from tacking their financial health
By Michelle Zadikian and Ritika Dubey, The Canadian Press |February 25, 2025
3 min read
Advisor to Client: A messy inheritance can strain sibling relationships
Here are some tips to avoid conflict in estate planning
By Nina Dragicevic, The Canadian Press |January 7, 2025
4 min read
Advisor to Client: New year, new budget
A step-by-step guide on how to refresh your finances
By Ritika Dubey, The Canadian Press |December 31, 2024
4 min read
Advisor to Client: How to talk to your children about money
Experts recommend starting early, with lessons tailored for each age group
By Noushin Ziafati |December 2, 2024
6 min read
Recession unlikely despite significant downside risks
In an April 14 interview, Michael Sager said the outlook for growth remains positive due to previous BoC rate cuts
By Suzanne Yar Khan |April 28, 2025
2 min read
Will campaign-trail ideas be enough to ease recession fears?
In an April 9 interview, Adam Ditkofsky said Canadian leaders are focused on trade barriers and stimulating slowing growth
By Suzanne Yar Khan |April 21, 2025
2 min read
A domestic focus mitigates tariff risks
In an April 3 interview, Murdo MacLean of Walter Scott & Partners said volatility is likely to persist over the medium term
By Suzanne Yar Khan |April 14, 2025
2 min read
Cloudy outlook for energy sector in 2025
In an April 3 interview, CIBC’s Daniel Greenspan said potential economic fallout from trade wars creates an uncertain environment for energy
By Suzanne Yar Khan |April 7, 2025
3 min read
Why low-volatility strategies make sense right now
In a March 21 conversation, CIBC’s Leslie Alba said combining low volatility with dividend strategies could be a win for some investors
By Suzanne Yar Khan |March 31, 2025
3 min read
Trade uncertainties create two potential paths for economy
CIBC’s chief economist Avery Shenfeld says there are still “some rays of sunshine” that could emerge later this year
By Suzanne Yar Khan |March 24, 2025
3 min read
Strategy for consistent performance is often most difficult one to adopt
Don’t let behavioural biases impede your investment success
By Coreen Sol |May 7, 2024
4 min read
Renovating on a budget
Inflation, higher interest rates add to the financial challenges
By Sammy Hudes, The Canadian Press |April 25, 2024
4 min read
What is a qualifying home under FHSA rules?
A broad range of residential property counts
By Rudy Mezzetta |April 11, 2024
5 min read
Is holding a mortgage in your RRSP a good idea?
Tax rules allow homeowners to hold their mortgage in a registered plan if certain conditions are met
By Rudy Mezzetta |March 19, 2024
3 min read