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.
Kurt breaks down by age groups, the important financial lessons that children should learn to guide them to financial stability later in life.
Back in January, Kurt attended an event hosted by the Economic Club of Canada called, “Ahead of the Curve”. After a night of predictions from Chief Economists from Canada’s largest banks, Kurt provides us with his key takeaways.
As a follow-up to the release of the 2019 Federal Budget, Kurt provides a short summary on the key points that may affect you.
The Upper Canada Capital team shook off the frost from a chilly February to provide information on the following topics: Deciding Between RRSP Contributions or Paying Down your Mortgage, Choosing Between your RRSP or TFSA, Overcontribution Penalities, Calculating your RRSP Contribution, The Home Buyers’ Plan, and What You Need to Know about Spousal RRSPs.
The team provides strategic financial tips on the following topics: Financial Resolutions for 2019, Tax Planning Opportunities, Long-term Investing with Market Volatility, Reflecting on Financial Goals, Changes to the TFSA Contribution Limit, and Tax Reduction through Prescribed Loans.
Kurt sums up the volatility that defined the financial markets in 2018 and offers a brief outlook for 2019.
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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