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Advisor to Client is an educational resource with accessible articles to share with clients. Request topics you’d like us to cover.


Advisor to Client: How young people can navigate the new normal for life’s financial milestones

Young Canadians should seek to understand the big financial picture as they juggle multiple goals

By Nina Dragicevic, The Canadian Press |June 15, 2026

4 min read

Advisor to Client: Bank accounts for kids can help build financial skills

Experts say parents should consider opening an account for their child between the ages of 5 and 9

By Daniel Johnson, The Canadian Press |June 4, 2026

3 min read

Advisor to Client: How to invest consistently when you have an unpredictable paycheque

It might be helpful to invest a percentage of your income, instead of a fixed amount

By Ritika Dubey, The Canadian Press |May 25, 2026

3 min read

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


Equities

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Active strategies take the lead in portfolio construction

CIBC Global Asset Management’s Greg Gipson says ETFs are expected to make up a growing share of investor portfolios

By Suzanne Yar Khan |June 15, 2026

2 min read

Equities

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Disciplined approach finds mispriced opportunities in U.S. equities

Sandy Sanders, senior portfolio manager with CIBC Global Asset Management, sees opportunities in financials and housing

By Suzanne Yar Khan |June 8, 2026

3 min read

Fixed Income

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Rising yields shift focus to mid-duration bonds

CIBC Global Asset Management’s Pablo Martinez says three- to five-year bonds will provide value in a volatile market

By Suzanne Yar Khan |June 1, 2026

2 min read

Economy

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Growth holds firm amid inflation drag

CIBC Global Asset Management’s Eric Morin says resilient demand and steady policy keep the growth outlook near trend

By Suzanne Yar Khan |May 25, 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


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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