The Power of Asset Consolidation, Permanent Life Insurance, RESP Withdrawals, Political parties’ platforms and their impact on investment taxation, Additional Savings Options for Children, Canadian Inflation, Market Sentiment
RESP Grants, The Value of Economic Leading Indicators, COVID-19 Pandemic Travel Insurance, RRIF Conversion – A New Milestone To Discuss, Inflation and Re-Opening, Cryptocurrencies Work Against Interest of Public, RESP Grants
Tax Tickler…some points to consider…
Annual General Meeting for Berkshire Hathaway, COVID-19 pandemic has impacted the insurance industry, Federal Budget, ESG investing, Lost or Unclaimed Financial A ssets, House Sales Activity
Kurt was interviewed in The Globe & Mail to talk about how excessive investment in your principal residence may affect your ability to retire with the cash flow you wish to have. Read more.
Calculating capital gains for US stocks, Taxation of cryptocurrencies, RESP withdrawals and taxation, Over-contributed to your RRSP?, Personal Tax Returns – Filing, Payment Deadlines & Penalties, High-interest savings, History of the Canada Revenue Agency
Tired of GICs at Low Rates?, RRSP Deadline, Things to consider before completing your RRSP contribution, Individual and group RRSPs, Tax Slips, RRSP and Home Buyer’s Plan…
Tax Tickler…some points to consider…
Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. We had the pleasure of sitting in this forum again in early January 2021 alongside hundreds of money managers, bankers, advisors, economists, and others.
It’s not the stock market you need to worry about…
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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