Like it or not, Autumn is here! In this edition of our monthly newsletter, the Team discusses topics that include: The Introduction of “Essentials Managed Portfolios”, the Year of the IPO, New Electronic Statements, First-Time Home Buyer Incentive, and Mortgages and Interest Rates.
Although everyone has financial goals, not everyone can reach theirs. We must take an integrated approach to managing the different components of our finances in order to reach our financial goals and produce the best results. Join Liz West and Kurt Rosentreter as they discuss how to prioritize financial goals to ease decision making.
Thirty years ago, retirement planning was easy – you worked until 58, and when your pension kicked in, you faded into the sunset. Today, pensions are gone, 60-year-olds still have mortgages, kids live at home as parents retire and many people feel that they won’t ever have enough saved to retire at all. Join Liz …
Personal Investment Strategies | How Much Do I Need to Retire? (Podcast) Read More »
Financial consultant in Toronto, Ontario
Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650
Upper Canada Capital is our trade name (i.e. business name) under which we offer all our services. Upper Canada Capital is a trade name used for both securities business and insurance business. Stocks, bonds, and mutual funds are offered through Manulife Wealth Inc. Financial plans are offered through Manulife Wealth Inc. Insurance products & services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Inc. Manulife Wealth related companies are 100% owned by The Manufacturers Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Wealth website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.
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