Équipe de Gestion de Patrimoine Piccoli

08/31/2026

Canadian and U.S. stock markets posted gains as oil prices retreated, offering relief to investors and fueling optimism for diplomatic progress in ongoing global disputes. The prospect of lower energy costs boosted confidence in the markets, with analysts watching closely for further developments.

Read more in Investment Executive: https://bit.ly/4inuF9x

Tech stocks helped drive the overall S&P/TSX composite index higher on Tuesday

08/28/2026

Le Canada est bien placé pour profiter d’une hausse de la demande des alliés pour un approvisionnement sûr en énergie et en minéraux essentiels, ainsi que d’un élan des investissements au pays qui pourrait soutenir la croissance potentielle.

Pour en savoir plus https://bit.ly/3UnbhPU

Authors: Eric Morin and Daniel Greenspan

08/28/2026

Missing the tax filing deadline can have financial consequences for Canadians, including penalties and interest charges. Experts urge taxpayers to file promptly and seek professional guidance if they’re unable to meet the April 30 deadline. If you have questions or need assistance, please reach out to me anytime.

Read more in MoneySense: https://bit.ly/4xJrjm5

Haven’t filed taxes in years? Learn the risks, hidden costs, and step-by-step ways Canadians can catch up and reclaim refunds.

07/30/2026

The Canada Revenue Agency is shifting towards digital services to boost efficiency and security, while still supporting Canadians who need paper-based options. This move aims to streamline access to tax information and reduce environmental impact.

The CRA says it's making changes that could impact some tax filers who want to continue using paper forms and documents as it looks to shift towards a fully digital service model.

07/28/2026

At CIBC, we take cybersecurity risks very seriously. Cyber threats are constantly evolving, but adopting simple habits can go a long way in protecting your personal and business information.

Whether you’re at home or at work, these practical steps highlighted by CIBC’s Joe LoBianco, SVP & Chief Information Security Officer, can help you stay ahead of online risks.

For more resources and support:
• Contact your advisor
• Visit CIBC’s online safety tips page: https://bit.ly/3RB1CUQ
• Consult Get Cyber Safe: https://bit.ly/4biIpOm
• Report fraud or cybercrime to the RCMP: https://bit.ly/3RCHZLV, whether you are the victim, were targeted or are a witness.

07/28/2026

Canada’s annual inflation rate edged up to 2.4% in March, reflecting ongoing shifts in consumer prices.

Read more from BNN Bloomberg: https://bit.ly/4yITWk7

Statistics Canada reported a jump in the headline inflation rate for March but economists parsing the latest data argue there are few signs so far that the price shock from the Iran war is spreading beyond the pumps.

06/30/2026

Canada’s economy is showing signs of resilience, rebounding with 0.5% growth in April. Curious about what this could mean for your financial plans?

Explore the latest data on Advisor.ca: https://bit.ly/4gUoiJI and reach out if you’d like to discuss how economic trends could impact your portfolio.

News and resources for Canada's top financial advisors

06/05/2026

The rapid evolution of artificial intelligence (AI) is reshaping the technology sector, with unprecedented investment in infrastructure and a significant shift in market leadership. In this Q&A, Mickey Ganguly, Associate Portfolio Manager, Equities, discusses the latest trends in AI infrastructure, the diverging fortunes within the technology sector, and current market valuations.

Learn more: https://bit.ly/4uScigb

06/05/2026

Did you know that not all home office or vehicle expenses are tax-deductible? Stay informed about common tax write-off errors to avoid penalties and maximize your refund. Read more: https://bit.ly/4uYiTG2

Tax season brings plenty of confusion—and costly mistakes. Here are some commonly misunderstood expenses Canadians often try (but fail) to claim on their tax returns.

05/29/2026

Retirement is more than a financial milestone, it’s also a behavioural transition. Many retirees find that even when they feel financially prepared, adjusting to changes in identity, routine, and purpose can be one of the biggest challenges of the journey.

CIBC’s Private Wealth very own Coreen Sol emphasizes that retirement planning should go beyond the numbers. Building a vision for how you’ll spend your time, stay connected, and maintain a sense of purpose can be just as important as building your savings.

As conversations around retirement evolve, we are encouraging Canadians to plan for both financial wellness and personal fulfillment in the years ahead.

Read more here:

Retirement is a behavioural challenge as much as a financial one — 5 ways you can help