With the anniversary of our CWB Wealth Small Mid Cap Equity Pool upon us, we reflect on some interesting learnings along the way. The pool was launched just over a year ago and invests in companies with market capitalization of $10B or less.
Selling your assets before June 25 to avoid additional tax triggered by the new capital gains inclusion may rate seem like a no-brainer, but this might not be in your best interest. Learn how these changes could affect individual investors differently based on their investment time horizons.
As you know, the federal government released its 2024 budget this week. There is a lot to absorb in this lengthy budget (430 pages to be exact!). And keep in mind the budget itself has to be debated in Parliament. We’d like to highlight four key areas of this budget that we think will be of interest to you.
Stocks have soared over the past six months. In light of lower inflation and higher economic growth expectations, many people are wondering if there will be a recession at all. Meanwhile, the BoC is in a tough spot. Cutting rates too much too fast could spawn negative effects on the economy. Despite fast-changing forecasts, in this update our team shares how uncertainty doesn’t necessarily mean poor markets.
Personalized service sits at the core of our client relationships. So, this issue of Grow Together explores different angles of how, and why, we strive to show up for our valued clients in meaningful ways. Our contributors share their insights on what personalized client care means to them in working with clients to create exceptional experiences.