Tax, Retirement
and Estate Planning

About TREP

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.

Finances Saving Economy concept

TREP Talks

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.

View TREP Talks

Podcasts

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.

View podcasts

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.

See us in the news

Important Disclaimers

This communication is published by CI Global Asset Management Inc. (“CI”). Any commentaries and information contained in this communication are provided as a general source of information and should not be considered personal investment advice. Facts and data provided by CI and other sources are believed to be reliable as at the date of publication.

Certain statements contained in this communication are based in whole or in part on information provided by third parties and CI has taken reasonable steps to ensure their accuracy. Market conditions may change which may impact the information contained in this document.

Information in this communication is not intended to provide legal, accounting, investment or tax advice, and should not be relied upon in that regard. Professional advisors should be consulted prior to acting on the basis of the information contained in this publication.

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