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Financial Planning

Advisor to Client: The math behind financial independence, retire early

FIRE requires high savings, income, and focuses on rate of return at expense of tax efficiency, other factors

By Kumutha Ramanathan, The Canadian Press |May 4, 2026

4 min read

Risk Management

Advisor to Client: ‘Avoid playing geopolitics with your portfolio’

Iran war is roiling markets, but sticking to a long-term plan will yield best results

By Daniel Johnson, The Canadian Press |March 13, 2026

3 min read

Financial Planning

Advisor to Client: The legal and financial pitfalls of ‘silent divorce’

When neither partner indicates they want to separate, things can get messy when new assets are acquired

By Christopher Reynolds, The Canadian Press |March 13, 2026

4 min read

Tax

Advisor to Client: How to maximize your tax return

Look at the tax benefits that apply to you, save receipts and key documents, think of tax season as a year-round process, experts say

By Ritika Dubey, The Canadian Press |March 11, 2026

3 min read

Equities

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Equities climb despite rising macro risks

CIBC Global Asset Management’s Craig Jerusalim says strong company earnings and investor FOMO are driving the rally

By Suzanne Yar Khan |May 18, 2026

3 min read

Fixed Income

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Active management key as bond markets reprice risk

CIBC Global Asset Management’s Adam Ditkofsky says portfolio positioning comes down to balancing duration, yield curve exposure and sector risk

By Suzanne Yar Khan |May 11, 2026

3 min read

Economy

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Higher yields restore bonds’ role as key diversifier

CIBC Global Asset Management’s Leslie Alba is confident being overweight in investment-grade credit, despite corporate spreads’ historically tight levels

By Suzanne Yar Khan |May 4, 2026

3 min read

Equities

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TSX well positioned as energy rises, gold resets

CIBC Global Asset Management’s Tudor Padure says materials and energy have historically outperformed during periods of oil-driven inflation

By Suzanne Yar Khan |April 27, 2026

3 min read

Equities

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Global infrastructure poised to shine on growth, inflation and value

Portfolio manager Andrew Maple-Brown says global listed infrastructure is set for earnings growth.

By Suzanne Yar Khan |April 20, 2026

4 min read

Equities

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Energy stocks rally on oil surge with more upside ahead

CIBC Global Asset Management’s Daniel Greenspan says companies in stable jurisdictions like Canada will provide a premium

By Suzanne Yar Khan |April 13, 2026

3 min read

Investing

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

Financial Planning

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