CI's TREP Team is a trusted partner assisting with unique tax, retirement and estate planning concerns. For more information, speak to your CI sales team.
Legal and financial professionals with close to 100 years combined experience in accounting, legal and financial planning with expertise in personal and corporate taxation, estate planning, corporate succession, international taxation, retirement preparedness and other tax, retirement and estate planning concepts.
Facts & Commentary
Federal and provincial budget summaries, personal and corporate tax cards, estate planning reference card and other resources.
2021 Reference Cards
Looking for rates, limits and other commonly used tax and estate planning facts and figures? The following reference cards can help:
Insights on different ownership structures and impact on wealth planning.
Issues in owning foreign assets and considerations for foreign taxpayers.
Wealth and asset transfer considerations.
Life and Legacy Planning
How changing relationships, capacity and charitable giving impact wealth planning.
Helping investors achieve retirement goals.
Navigating Canadian tax law to reduce taxes payable.
TREP is proud to host a three-part national webinar series. These webinars cover a range of topics for advisors from tax and retirement planning to estate planning and aim to demonstrate CI GAM’s commitment to being trusted partners in wealth through timely tax, retirement and estate planning discussions. Click below to find TREP Talk resources including webinar replays, summaries, and valuable articles.
TREP is pleased to host a monthly series of investor-friendly podcasts. These podcasts discuss a range of topics of interest in tax, retirement and estate planning and aim to demonstrate CI GAM’s commitment to being trusted partners in wealth through timely and relevant tax, retirement and estate planning discussions. Click below to find TREP podcasts including replays, summaries, and valuable articles.
In the News
Recognized as industry experts, the TREP team has written for, and been quoted in, various media publications. The following links show some of their work in this area.