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: Lost your job? Advice on how to deal with those difficult initial days

From grief to legal rights, here’s how to process a layoff and plan your next steps

By Cathy Miyagi, The Canadian Press |July 29, 2025

4 min read

Advisor to Client: Factoring in the hidden costs of buy now pay later

Financial experts warn the zero-interest allure can mask overspending, mounting debt and potential credit risks

By Ian Bickis, Canadian Press |July 3, 2025

4 min read

Advisor to Client: Thorough estate planning ‘one of the most loving things’: financial planner

Loved ones may face stress and complications — even without major wealth

By Lauren Krugel, The Canadian Press |June 19, 2025

3 min read

Advisor to Client: Financial experts say it’s important to know your net worth

People with few assets or a negative net worth can still benefit from tacking their financial health

By Michelle Zadikian and Ritika Dubey, The Canadian Press |February 25, 2025

3 min read


Fixed Income

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3 growth barriers investors can’t ignore

CIBC Asset Management’s Adam Ditkofsky says Canada is not out of the woods, economically speaking

By Suzanne Yar Khan |August 11, 2025

3 min read

Equities

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U.S. equities ‘most vulnerable’ to trade-related uncertainty

Leslie Alba of CIBC Asset Management says in the near term there’s a more favourable equity outlook outside of the U.S.

By Suzanne Yar Khan |August 1, 2025

3 min read

Fixed Income

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Chance of U.S. recession climbing with current headwinds

DoubleLine Capital’s Jeffrey Mayberry says while there are signs a recession may be on the horizon in the next 12 months, it’s not time to sell credit yet

By Suzanne Yar Khan |July 28, 2025

3 min read

Economy

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Signs suggest we’re ‘on the cusp’ of Canadian growth

Michael Sager of CIBC Asset Management says while GDP remains “soggy,” several tailwinds will aid economic recovery

By Suzanne Yar Khan |July 14, 2025

3 min read

Equities

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What strategies are suitable for risk-averse investors?

Greg Zdzienicki of CIBC says certain sectors are more defensive, providing a solution during the current period of volatility

By Suzanne Yar Khan |July 7, 2025

2 min read

Equities

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Industry faces 3 challenges to AI integration

CIBC’s Greg Gipson says that while AI has the power to transform ETF strategy, several issues still need to be resolved

By Suzanne Yar Khan |June 27, 2025

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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