In this quarterly edition of Tax Tips, Kurt dives into topics that include: Motor Vehicle Expenses, Employment Expenses, Travel Expenses, The Federal Carbon Tax, and U.S. Expatriates
Coronavirus, Cannabis, and the U.S. Election – like it or not, these are the topics we are hearing about in the news and Our Team would like to share our thoughts.
Kurt provides his insight and summary from the Economic Club of Canada’s annual forum where they provide their predictions for the world of finance in the coming year. This forum hosts the chief economists from Canada’s six largest banks.
In this market update, Kurt provides a brief summary of what the market experienced in 2019 and what we can look forward to in 2020.
Happy New Year! With this edition of our team’s newsletter, we waste no time in getting right down to the important aspects of your finances to pay attention to early in the year. Topics include: TFSA Contributions & Limits, Income Splitting, RRSP Contributions, Setting Goals, Insurance Coverage, and Leading Indicators.
Happy Holidays! In this edition, Kurt provides a detailed list of 2019 Year-End Tax Tips and 2019 Remuneration.
The holidays have arrived! In this edition of our team newsletter, we touch on topics that include: Credit Union Due Diligence, Tax Loss Selling, Gift of a RESP, Spousal Financial Planning, RRSP Planning.
Fourth Quarter Tax Tips include the following topics: Taxable Benefits, Property Flipping, Unclaimed Bank Deposits, Protecting Your Tax Information, and Trusts for Disabled Beneficiaries.
As we head into the final months of 2019, Kurt sums up the “need-to-know” market information of the third quarter.
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.
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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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