Market Review, Tax loss selling, How to Prepare for Rising Interest Rates, Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax Advantage, Registered Education Savings Plan (RESP), Digital News Subscription
Market ReviewBy Jordan Campbell, CFA Portfolio Manager Tax loss sellingBy Gerdi Lito, CFA Financial Advisor Associate How to Prepare for Rising Interest RatesBy Frank Valicek, CFP, CIM Financial Advisor Helping Your Favorite Charity By Donating Stocks Rather Than Cash – A Tax AdvantageBy Mathew Cain, CIM Associate Portfolio Manager Registered Education Savings Plan (RESP)By Jeton …
Tax Ticklers . . . some quick points to consider.
The Power of Asset Consolidation, Permanent Life Insurance, RESP Withdrawals, Political parties’ platforms and their impact on investment taxation, Additional Savings Options for Children, Canadian Inflation, Market Sentiment
RESP Grants, The Value of Economic Leading Indicators, COVID-19 Pandemic Travel Insurance, RRIF Conversion – A New Milestone To Discuss, Inflation and Re-Opening, Cryptocurrencies Work Against Interest of Public, RESP Grants
Tax Tickler…some points to consider…
Annual General Meeting for Berkshire Hathaway, COVID-19 pandemic has impacted the insurance industry, Federal Budget, ESG investing, Lost or Unclaimed Financial A ssets, House Sales Activity
On April 19, 2021, the Deputy Prime Minister and Finance Minister, the Honorable Chrystia Freeland, presented Budget 2021: A Recovery Plan for Jobs, Growth, and Resilience, to the House of Commons.
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!
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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