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