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Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses

Financial Planning

Advisor to Client: Save loved ones money, heartache by prepaying for funeral expenses

A traditional funeral with burial can cost between $5,000 and $25,000, Sun Life estimates

By Lauren Krugel, The Canadian Press |January 22, 2026

4 min read

Financial Planning

Advisor to Client: Small monthly changes can add up over the year to help boost savings

Small monthly changes can add up over the year, experts say

By Craig Wong, The Canadian Press |January 8, 2026

3 min read

Advisor to Client

Advisor to Client: Make financial success a 2026 goal with this money checklist

Review your finances for the year and then go into ‘future-forward mode’

By Ritika Dubey, The Canadian Press |December 23, 2025

4 min read

Risk Management

Advisor to Client: How to set expectations when lending money to loved ones

Before making a loan, make sure to understand why it’s needed

By Ritika Dubey, The Canadian Press |December 9, 2025

4 min read

Fixed Income

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Alternative credit hedges risk while boosting returns

CIBC Asset Management’s Gino Di Censo says alternative credit can serve as a complement to a core bond portfolio

By Suzanne Yar Khan |March 2, 2026

2 min read

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Equities

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Beyond AI, housing and industrials are set to surge

CIBC Asset Management’s Natalie Taylor says she’s bullish on Canadian equities in 2026, as economic data remains robust

By Suzanne Yar Khan |February 23, 2026

4 min read

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Equities

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Balance sheets beat hype in AI race

CIBC Asset Management’s Mickey Ganguly says execution, energy autonomy and free cash flow will determine winners and losers

By Suzanne Yar Khan |February 13, 2026

3 min read

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Economy

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Policy and tech to fuel next growth cycle

CIBC Asset Management’s Eric Morin says a shifting world order could create headwinds for the U.S. dollar

By Suzanne Yar Khan |February 9, 2026

4 min read

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Fixed Income

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Fixed income still attractive despite economic risks

CIBC Asset Management’s Gino Di Censo says while labour weakness and Fed uncertainty could threaten bonds, there are pockets of opportunity

By Suzanne Yar Khan |February 2, 2026

3 min read

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Economy

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Navigating uncertainty while positioning for the long term

CIBC Asset Management’s Leslie Alba says balance, quality and patience are ‘time-tested pillars’ of investing

By Suzanne Yar Khan |January 26, 2026

3 min read

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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

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