E-Newsletter
Q1 2023 Tax Planning Tips
Tax Tidbits… Some Quick Points to Consider Covid Benefits: Review/Audit Activity On December 6, 2022, the Auditor General of Canada released its report on COVID …
2022 Income Tax Season: Tips from Kurt
Hello! It’s my favourite time of the year – income tax filing season! We are closing in on the 2022 personal income tax filing deadline at May 1, 2023 (usually April 30th but it falls on a Sunday this year) and I am writing to summarize some important facts for this tax season. RRSPYou have …
Q4 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
Q3 2022 Tax Planning Tips
Tax Tidbits . . . some quick points to consider.
2022 September Team Newsletter
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities Incorporated,President, Upper Canada Capital Inc.Life Insurance Advisor, Manulife Securities Insurance Inc.Kurt.Rosentreter@manulifesecurities.ca What We Did All Summer It was a busy summer with all the team (nine people) back in the office (at 2848 Bloor St. West). All …