How ETFs fit into a hybrid advice model. Experts describe how they use the funds. Kurt was asked to speak at an ETF Conference hosted to Transcontinental in downtown Toronto in October. Some of Kurt’s comments are featured in the article enclosed.
Navigating 2026 Market ConditionsFirst Quarter Update March 2026 What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc.
We are all aging. We know it. I turn age 60 in a bit more than a year and I am not ready for it.
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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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