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.
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.
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.
Nearing the end of the summer, our team discusses the following topics: The Inverted Yield Curve, The Federal Reserve’s Rate Cut, Real Estate Planning, and RESP Planning.
This summer’s team newsletter discusses the following topics: Recession Indicators, Money University for Young Adults, Children’s Education Savings, and the Effects of Foreign Currency moves.
Kurt outlines an issue that many overlook – the adjustment to decreased income during retirement. Without a defined benefit pension, planning early is your only answer.
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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