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. Topics include: Personal Tax Returns, cryptocurrency, RESP accounts, RRSP contribution, and more!
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…
It’s not the stock market you need to worry about… Count on Kurt and the team to guide you through decisions in your investment portfolio. Your goals are well in hand as we explore the realities of what you need to consider to reach your financial future.
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. The following is a summary of the key discussion points by Kurt Rosentreter and Mathew Cain.
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.
2020 and the Impact of a Pandemic on our Finances: Kurt Rosentreter Before the pandemic, e-commerce, home delivery and ordering online were growing at a steady pace. Global lockdowns accelerated these trends and businesses will need to adapt or die. We may be seeing the slow death of shopping malls.
It’s not the stock market you need to worry about…
Top Five Financial Housekeeping Items for January 2021, 2021 Financial Planning Topics, Inventor of the “4% Rule”, COVID-19 Travel Coverage, 2021 TFSA Contributions
Low Income, Tax Loss Selling, Investment Fees as a Tax Deduction, Charitable Donations, Home Office, RRSP, RESP, RRIF, Home Renovations.
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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