Investment Solutions
Investment Overview
Mutual Funds
ETFs
Liquid Alternatives
Alternative & Private Market Investments
Cryptocurrencies
ESG Solutions
Managed Solutions
High Net Worth Solutions
Segregated Funds
Prices & Performance
Investment Capabilities
CI GAM
Our Capabilities
ETFs
Canadian & U.S. Equity
International & Global Equity
Small-Mid Cap Equity
Sector Equity
Fixed Income
Asset Allocation
Multi-Asset
Alternatives
Strategic Partnerships
Auspice Capital Advisors
Galaxy Digital Capital Management LP
Marret Asset Management Inc.
Black Creek Investment Management Inc.
Picton Mahoney Asset Management
Altrinsic Global Advisors
Munro Partners
DoubleLine
Investor Resources
Calculators & Tools
PFIC Documents
Investor Login
Advisor Resources
Advisor Consulting
Practice Management
Tax, Retirement & Estate Planning
Events & CE Portal
Advisor Online Login
Advisor Resource Center
Applications and Forms
Trailing Commissions
Expert Insights
Articles
Podcasts
Fund Commentaries
Videos
Institutional
Logins
Advisor Resource Centre
AdvisorOnline
InvestorOnline
Français
menu
Institutional
Search
Logins
Advisor Resource Centre
AdvisorOnline
InvestorOnline
Français
Search CI Global Asset Management
Investment Solutions
Investment Overview
Mutual Funds
ETFs
Liquid Alternatives
Alternative & Private Market Investments
Cryptocurrencies
ESG Solutions
Managed Solutions
High Net Worth Solutions
Segregated Funds
Prices & Performance
Investment Capabilities
CI GAM
Our Capabilities
ETFs
Canadian & U.S. Equity
International & Global Equity
Small-Mid Cap Equity
Sector Equity
Fixed Income
Asset Allocation
Multi-Asset
Alternatives
Strategic Partnerships
Auspice Capital Advisors
Galaxy Digital Capital Management LP
Marret Asset Management Inc.
Black Creek Investment Management Inc.
Picton Mahoney Asset Management
Altrinsic Global Advisors
Munro Partners
DoubleLine
Investor Resources
Calculators & Tools
PFIC Documents
Investor Login
Advisor Resources
Advisor Consulting
Practice Management
Tax, Retirement & Estate Planning
Events & CE Portal
Advisor Online Login
Advisor Resource Center
Applications and Forms
Trailing Commissions
Expert Insights
Articles
Podcasts
Fund Commentaries
Videos
Financial Literacy
Topic
All
Benefits of Professional Advice
Business Owner
Cross-border
Estate Planning
Facts and Commentary
Financial Planning
Fraud Prevention & Security
Investment Insights
Life and Legacy Planning
News HTML
Personal Spending
Retirement
Tax Planning
Tax-efficient Investing
Tags
All
active management
aging parents
budgeting
business succession
by Tax, Retirement and Estate Planning team
capital gains tax
charitable giving
CPP or QPP
distributions
divorce
education savings
executor
executor duties
executor fees
financial objectives
financial windfall
fraud prevention
health care
income splitting
income tax
inheritance
insurance
investing
job loss
life insurance
managing debt
managing expenses
marriage
mortgage payments
mutual funds
OAS
passive investing
power of attorney
pros of having an advisor
registered accounts
RESP
retirement
retirement income
retirement lifestyle
risk tolerance
RRIF
RRSP
saving
saving taxes
scams
snowbirds
TFSA
time horizon
transitioning a business
vacation property
widowed
Articles
September 21, 2021
Business Owner
Tax Planning Using Private Corporations - The new income sprinkling and passive investing rules
Please see PDF here
Articles
August 9, 2021
Business Owner
Passive Investing for Corporate Investors
Articles
July 22, 2021
Business Owner
CCPC investments and the taxation of income
Articles
April 8, 2021
Business Owner
Corporate investments and the role of RDTOH
Articles
February 9, 2021
Business Owner
Update On 2020 Home Office Expense Deduction Claims
Articles
December 16, 2020
Business Owner
Right on the Money - Options for Extracting Cash Flow from a Coporation
Articles
June 24, 2020
Business Owner
Can I claim my home office expenses on my tax return?
Articles
May 28, 2020
Business Owner
Decision Salary vs. Dividend for Quebec Business Owners
Articles
April 20, 2020
Business Owner
A Business Owner’s Tax Saving Strategies in Uncertain Times
Articles
February 20, 2020
Business Owner
Adjusted Aggregate Investment Income – A Closer Look
Articles
February 3, 2020
Business Owner
Business Operations: Corporation vs. Sole Proprietorship
Contact us
×
Close
Your name
Your email
Message
×
Close this window