Équipe de Gestion de Patrimoine Piccoli

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

05/26/2026

At CIBC Wood Gundy, we value your dedication to building strong client relationships. Elevate your business with full-bank partnerships, dedicated marketing support, and the flexibility of a boutique firm. ​

Visit woodgundy.cibc.com/joinourteam to learn more.

05/26/2026

Recent research shows Canadian travel to the US has dropped more than expected, driven by tariffs and economic factors. This decline could impact both countries' tourism sectors.

A decline in travel to the U.S. may be more significant than it first appeared, according to Canadian researchers.

05/12/2026

Experts are becoming more optimistic about the Canadian dollar as global tensions ease. With less geopolitical risk, the loonie is expected to strengthen in the near future.

The Canadian dollar is expected to give back some recent gains against its U.S. counterpart in the coming months, but could resume its uptrend if economic uncertainty linked to the Middle East war and U.S. tariffs eases, according to a Reuters poll.

05/12/2026

The Toronto condo market continues to face headwinds, with sales dropping to new lows. Stakeholders are anticipating potential shifts as the market seeks to find its footing.

Toronto's condo market has 'hit bottom' as first-quarter sales for new projects fell 52% from a year ago to a 35-year low. Find out more.

05/12/2026

In this week’s The Week Ahead, Avery Shenfeld highlights Kevin Warsh will most likely become the next Fed chair.

Although Warsh has different ideas ideas and a mixed history at the Fed, he won’t make big changes right away because he’ll need to prove his independence and rely on the Fed’s experienced staff.

04/27/2026

Many Gen Z adults in the U.S. still rely on their parents for financial support, with 64% receiving help for expenses like housing or money, according to new research.

Experts say parental support can set young adults up for future independence, but it’s important to treat it as a plan with clear terms. Open conversations, written agreements, and regular check-ins can help both parents and Gen Z navigate these financial ties and work toward greater self-sufficiency.

If you’re navigating these conversations in your own family, I’m here to help guide you toward solutions that best suit your family and your needs.

Financial support from your parents can help you to become independent. But that means treating the money "as a plan, not a lifestyle," one advisor said.

04/09/2026

Canada is taking a giant leap in space exploration with Artemis II, as astronaut Jeremy Hansen becomes the first Canadian to travel around the moon. This mission showcases our leadership in science and technology, inspires future innovators, and cements Canada’s place in the global space community.

When Artemis II takes off from the Kennedy Space Center in Cape Canaveral, Fl., Col. Jeremy Hansen will make history as the first Canadian, and first non-American, to travel beyond Earth’s orbit to deep space.