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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


Equities

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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

Economy

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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

Fixed Income

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Bond market volatility persists as Fed holds rates

In a March 3 conversation, Jeffrey Mayberry of DoubleLine Capital, said inflation, growth and deficit concerns are keeping investors on edge

By Maddie Johnson |March 17, 2025

3 min read

Equities

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Service businesses offer tariff-risk management

Range of potential outcomes for Canadian equities in 2025 is especially wide, says Natalie Taylor of CIBC Asset Management

By Maddie Johnson |March 10, 2025

4 min read

Economy

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Current environment favours U.S. dollar strength

Michael Sager of CIBC Asset Management says high market stress suggests a ‘stronger-for-longer’ U.S. dollar

By Maddie Johnson |March 3, 2025

3 min read

Fixed Income

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U.S. tariffs will put Canadian corporate spreads at risk

Pablo Martinez of CIBC Asset Management says bond market volatility is inevitable in face of trade dispute

By Maddie Johnson |February 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

Tax

What is a qualifying home under FHSA rules?

A broad range of residential property counts

By Rudy Mezzetta |April 11, 2024

5 min read

Tax

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

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