In this Issue • Asset allocation and your portfolio• Fixed income investments during decreasing interest rates• The US government as a new investor• Charitable donations• Beware of the “finfluencers” Asset allocation and your portfolio From the Desk of Gerdi Lito, CFA• Portfolio Manager, Manulife Wealth Inc.• Life Insurance Advisor, Upper Canada Capital Inc. Asset allocation …
Tax Tidbits… Some quick points to consider… Liberal Election Platform: Potential Tax-Related Changes With the most recent federal election resulting in a Liberal minority government, individuals and businesses should be aware of their tax-related platform proposals, as summarized in the listing below. Many are broad and lack detail, and some were previously announced by the …
Tax Tidbits… Some quick points to consider… Canada Disability Benefit: New Support! The Canada disability benefit is a new monthly payment for working-age persons with disabilities who have low income. The first payments will be made in July 2025. To be eligible for this benefit, individuals must meet the following criteria: The maximum benefit for …
Tax Tidbits… Some quick points to consider… Tax Proposals: Capital Gains Inclusion Rate The capital gains inclusion rate has been proposed to increase from 50% to 2/3, effective June 25, 2024, for corporations and most trusts as well as for the portion of capital gains realized in the year that exceeds $250,000 for individuals, graduated …
Financial consultant in Toronto, Ontario
Professional financial advisors and wealth planners with decades of experience based in Toronto.
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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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