Tax Tidbits Some quick points to consider… The Productivity Mega Deduction: Immediate Capital Asset Write-off The federal government has proposed a new “productivity mega deduction” that would allow for the immediate write-off of most depreciable property acquired on or after September 15, 2026, in contrast to claiming CCA over the life of the asset. For …
Many events impacted global markets in the third quarter of the year, adding to an already complex investment environment. We are highlighting what has been going on the equity and bond markets worldwide and implications for investment portfolios. Please feel welcome to contact the office for a fall or winter or spring review meeting in …
Tax Tidbits Some quick points to consider… Real Estate: Change in Use? A May 29, 2026 Tax Court of Canada case reviewed whether two real estate properties were held on account of income or capital, and if there was a change in how they were held prior to their sale in 2017 that resulted in …
In This Issue The “Gap-Years”: Maximizing RRSP Withdrawals While Your Income Is Low From the Desk of Evan Campbell, BAS (Hons)• Financial Advisor Associate, Manulife Wealth Inc. For many Canadians, retirement income can come in stages. Employment income may stop suddenly with a full retirement on a single date, or work may slow gradually with …
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIM, FCSISenior Financial Advisor & Portfolio Manager | Manulife Wealth Inc. By Gerdi Lito, CFAPortfolio Manager | Manulife Wealth Inc. 1. Overview of markets North American markets reached new highs in the second quarter of 2026. The S&P500 and S&P/TSX Composite indexes returned respectively 9.6% and …
In this Issue Navigating Uncertainty: Fundamentals and Diversification From the Desk of Patricia Arsenault, CIM®• Financial Advisor Associate, Manulife Wealth Inc. Fundamentals Still Drive MarketsEarnings and corporate fundamentals remain the main drivers of market performance. First-quarter corporate earnings have delivered a massive positive surprise. At the start of the year, consensus estimates expected decent but …
Tax Tidbits Some quick points to consider… Importance of Strong Internal Accounting: Gross Negligence Penalties A January 6, 2026 Tax Court of Canada case reviewed assessments of unreported revenues of over $6.4 million over two taxation years, 2013 and 2014. These amounts were determined through bank deposit analysis by CRA. Over $1.7 million of the …
Navigating 2026 Market ConditionsFirst Quarter Update March 2026 What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc. As we wrap up the first quarter of 2026, a number of events have shaped how markets have behaved so far this year. Here’s a quick summary, followed by our …
We are all aging. We know it. I turn age 60 in a bit more than a year and I am not ready for it. But I cannot stop it unfortunately. In my national practice, almost 50% of our clients are over age 60 and retired. We deal with aging and age related financial matters …
Aging and Money – A Strategy Talk about the Road Ahead For All of Us Read More »
Tax Tidbits Some quick points to consider… Trucking Sector: New Reporting Obligations To address perceived tax non-compliance in the trucking sector, CRA announced that penalties will now apply when businesses in the trucking industry fail to file T4A slips reporting fees for services (Box 048) exceeding $500 paid to CCPCs (Canadian-controlled private corporations) in the …
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Professional financial advisors and wealth planners with decades of experience based in Toronto.
2848 Bloor St. West.
Etobicoke, ON M8X 1A9
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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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