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!
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.
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Professional financial advisors and wealth planners with decades of experience based in Toronto.
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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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