Tony Katarynych CLU®, FCSI®, CEA, CFP®, CH.F.C.®, FMA, TEP, CPCA
Vice President, Senior Financial Planning Advisor
Safeguarding your family’s financial future
It’s something you don’t often realize until you retire, but tax becomes one of your biggest expenses in retirement. We’ve got a few strategies that can help you trim your tax bill.
Read more…Managing COVID-19 has challenged our economy, and we’ve all felt the fallout in our investment portfolios. But there are two things to keep in mind that will help you maintain peace of mind.
Read more…In the world of investing, there will always be an investment that underperforms. Find out how selling an investment that’s suffered a capital loss can end up saving you in taxes.
Read more…The COVID-19 pandemic saw gold prices increase over 25% this year. CI Multi-Asset Management investigate the drivers behind this recent surge and the secular trends that lead them to believe the rally may not be behind us.
Read more…The support from central bank interventions and government spending have eased some of the economic concerns surrounding the COVID-19 pandemic, however, the long-term effects of these policies are still unknown. Read more:
Read more…As volatility continues to permeate the investment landscape, particularly in currency movements, CI Multi-Asset Management has employed a new dynamic currency hedging strategy across their portfolios to mitigate risk and make your dollar go further.
Read more…You may be surprised by the number of life situations that call for changes to an estate plan. We’ll cover the situations that might prompt you to review yours.
Read more…There’s a right time and a wrong time to make your portfolio more conservative. Find out how the right move at the right time keeps you on track to reach your investment objectives.
Read more…You don’t have to win the lottery. Find out the more common reasons why some people may consider retiring earlier than planned.
Read more…Did you know that an RESP is composed of two different pools of money? We’ll explain how RESP withdrawals work and how you can minimize or eliminate any tax.
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