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Jan 6, 2025 | 
advisor.ca | Maddie Johnson
The setup for Canadian equities is as compelling as it has been in years, says Craig Jerusalim, senior portfolio manager at CIBC Asset Management. Speaking on the latest episode of the Advisor to Go podcast, Jerusalim said he expects the premium between the two indexes to narrow in 2025, either by the TSX multiple going up, or the S&P 500 multiple coming down. “Either way, that spells out [an] outperformance for the Canadian benchmark,” he said.
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Dec 13, 2024 | 
advisor.ca
Alberta man stole more than $500,000 from vulnerable investors
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Nov 26, 2024 | 
advisor.ca
Tariffs to remain in place until Canada, Mexico stop drugs, people from illegally crossing borders, president-elect says
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Nov 20, 2024 | 
advisor.ca | Maddie Johnson
Taxpayers have a new planning opportunity to consider in 2024, given this year’s proposed capital gains tax changes. “What’s new and unique, for the first time in 2024, is tax-gain selling,” said Jamie Golombek, managing director, tax and estate planning with CIBC Private Wealth, in a recent interview. Listen to the full podcast on Advisor To Go, powered by CIBC Asset Management. Tax-gain selling helps address the proposed change to the capital gains inclusion rate.
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Oct 4, 2024 | 
advisor.ca | Baxter Hall
The NEI Global Corporate Leaders Fund is investing in companies that enable people to live and thrive.
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Sep 25, 2024 | 
advisor.ca | Baxter Hall
The NEI Global Corporate Leaders Fund is investing in companies that promote people’s health and well-being.
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Apr 12, 2024 | 
advisor.ca | Rudy Mezzetta
The federal government will propose funding for the Canada Revenue Agency (CRA) in the 2024 budget to combat tax non-compliance in the housing sector. The proposal was included in Ottawa’s plan to tackle the housing affordability crisis in Canada, released Friday. “Cracking down on real estate tax fraud protects home buyers by making the housing market healthier, more competitive, and stable,” the plan said.
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Apr 11, 2024 | 
advisor.ca | Rudy Mezzetta
The first home savings account (FHSA) can be a powerful tool to save for a down payment. What’s critical to getting most out of the plan, however, is understanding what counts as a “qualifying home” under the FHSA’s rules, both when someone opens an account and when they want to make a tax-free qualifying withdrawal to buy or build a home. Let’s start with the basics. The FHSA allows first-time home buyers to save for a down payment on a tax-free basis.
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Mar 29, 2024 | 
advisor.ca | Rudy Mezzetta
The CRA says the underused housing tax (UHT) isn’t intended to generate extra tax revenue to be used to help fund Ottawa’s housing affordability initiatives. Instead, it’s a tool to make housing more available to Canadians. That statement contradicts one of the government’s previously stated goals for the 1% tax on underused homes: to direct the tax’s revenue toward housing affordability measures.
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Mar 28, 2024 | 
advisor.ca | Maddie Johnson
The outlook for bonds this year is an appealing one, thanks to attractive yields and expectations for subdued economic growth amid persistent inflation. “Bonds are in vogue; bonds are in style,” said Pablo Martinez, portfolio manager with CIBC Asset Management, in a recent interview. “After years of financial repression where central banks kept rates very low to stimulate growth, bond yields are finally attractive.” Listen to the full podcast on Advisor To Go, powered by CIBC Asset Management.