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Équipe de Gestion de Patrimoine Piccoli

Accueil
Canada
Montreal, QC
Équipe de Gestion de Patrimoine Piccoli

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Nous fournissons des solutions de patrimoine aux clients fortunés, incluant des stratégies de planification financière et successorale.

We help families manage their wealth, achieve their goals, and secure their legacies.

10/26/2026

In this week’s Week Ahead, Avery Shenfeld assesses the Fed’s unusually optimistic view that inflation can ease back to target without a rise in unemployment, while warning that higher energy prices, elevated mortgage rates, and slowing interest-sensitive sectors could make that soft landing harder to achieve than policymakers suggest.

10/05/2026

A new report highlights a turning point in Canada’s commercial real estate market, as vacancy rates decline and investor confidence grows. This shift signals potential opportunities and challenges ahead.

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

Canada’s commercial real estate sector could be at a turning point after the national vacancy rates for both office and industrial properties simultaneously declined for the first time since 2020, a new analysis has found.

10/01/2026

Mortgage affordability in Canada continues to be a concern, with new data showing that higher interest rates and elevated home prices are making it more difficult for many Canadians to enter the housing market.

As a result, buyers are facing increased financial pressure and may need to adjust their expectations.

In 11 out of Canada's 13 major cities, it became harder to be able to afford a mortgage in February, a new report by Ratehub.ca has found.

10/01/2026

Global tomato prices jumped sharply in April 2026, driven by supply chain disruptions and adverse weather in key growing regions. Analysts warn that consumers could face higher grocery bills in the coming months as the ripple effects spread through the food industry.

Read more on CNBC: https://cnb.cx/4hAZ0Pw

Tomato prices have risen sharply in recent months, driven largely by trade policy, economists said.

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.

Adresse

600 Boulevard De Maisonneuve Ouest # 3050
Montreal, QC
H3A3J2

Heures d'ouverture

Lundi	9am - 4pm
Mardi	9am - 5pm
Mercredi	9am - 5pm
Jeudi	9am - 5pm
Vendredi	9am - 5pm

Téléphone

+15148476300

Site Web

http://piccoliwealthmanagement.ca/

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