From the Desk of Kurt Rosentreter, CPA, CA, CFP, FCSI, CLU, TEP, FMA, CIM®Senior Financial Advisor & Portfolio Manager, Manulife Wealth Inc. The six Canadian bank Chief Economists once again got together and we are back with our annual January tradition of presenting their viewpoints for year ahead. The economists were: Here are the main …
In this Issue • Private Equity and Your Portfolio• Importance of documenting your wishes and discussing it with your family• Foundational Investing Conversations to Share This Holiday Season• Commenting on AI Bubble Concerns Private Equity and Your Portfolio From the Desk of Gerdi Lito, CFA• Portfolio Manager, Manulife Wealth Inc. Companies like Mars, IKEA, Rolex, …
December 31, 2025 is fast approaching… see below for a list of tax planning considerations. Please contact us for further details or to discuss whether these may apply to your tax situation. In 2024, the government proposed to increase the taxable portion of capital gains from 50% to two-thirds. However, the proposal did not proceed. …
In this Issue• Make the Most of Year-End: Understanding Tax-Loss Selling in Canada• RRIF Withdrawals: How to Eliminate the Need for Tax Installments• The Simple Way to Determine your Target Asset Allocation Make the Most of Year-End: Understanding Tax-Loss Selling in Canada From the Desk of Ryan Chan, CFP• Financial Advisor Associate, Manulife Wealth Inc. …
Tax Tidbits… Some quick points to consider… Voluntary Disclosures: Changes to the Program The voluntary disclosures program (VDP) provides taxpayers with a chance to correct past tax errors or omissions before CRA finds them. If CRA accepts a disclosure, taxpayers may receive some penalty and interest relief and will not be referred for criminal prosecution. …
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 …
State of the Market – August 2025 From the desk of Gerdi Lito, CFAPortfolio Manager, Manulife Wealth Inc. This year’s market journey has been anything but dull. We’ve seen record highs, sharp drops, and an equally sharp rebound — all within a few short months. Whether you’ve been watching closely or just catching headlines, it’s …
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 …
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