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  • E-Newsletter
  • Media
  • Public Speaking
  • Tax Planning Tips
  • Uncategorized

Market News – Q2 2026

Navigating 2026 Market ConditionsFirst Quarter Update March 2026 What Happened This Quarter & What is Ahead By Gerdi Lito, CFA, Portfolio Manager, Manulife Wealth Inc. …

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Aging and Money – A Strategy Talk about the Road Ahead For All of Us

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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Q1 2026 Tax Planning Tips

Tax Tidbits Some quick points to consider… Trucking Sector: New Reporting Obligations To address perceived tax non-compliance in the trucking sector, CRA announced that penalties …

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Market News – Q1 2026

From the Desk of Kurt Rosentreter, CPA, CA, CFP, FCSI, CLU, TEP, FMA, CIM®Senior Financial Advisor & Portfolio Manager, Manulife Wealth Inc. The six Canadian …

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2025 December Team Newsletter

In this Issue • Private Equity and Your Portfolio• Importance of documenting your wishes and discussing it with your family• Foundational Investing Conversations to Share …

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2025 Year End Tax Planning Tips

December 31, 2025 is fast approaching… see below for a list of tax planning considerations. Please contact us for further details or to discuss whether …

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2025 December Team Newsletter

In this Issue• Make the Most of Year-End: Understanding Tax-Loss Selling in Canada• RRIF Withdrawals: How to Eliminate the Need for Tax Installments• The Simple …

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Q4 2025 Tax Planning Tips

Tax Tidbits… Some quick points to consider… Voluntary Disclosures: Changes to the Program The voluntary disclosures program (VDP) provides taxpayers with a chance to correct …

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2025 October Team Newsletter

In this Issue • Asset allocation and your portfolio• Fixed income investments during decreasing interest rates• The US government as a new investor• Charitable donations• …

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Q3 2025 Tax Planning Tips

Tax Tidbits… Some quick points to consider… Liberal Election Platform: Potential Tax-Related Changes With the most recent federal election resulting in a Liberal minority government, …

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2025 August Team Newsletter

State of the Market – August 2025 From the desk of Gerdi Lito, CFAPortfolio Manager, Manulife Wealth Inc. This year’s market journey has been anything …

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June 2025 Team Newsletter

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