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Mitigating Volatility With Non-Traditional Investment Portfolio Diversification

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January 2022 Team Newsletter

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Kurt Rosentreter Year End Tax Planning Tips 2021

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2021 December Year End Team Newsletter

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, …

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Autumn 2021 Rosentreter Team Newsletter

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Third Quarter 2021 Tax Planning Tips

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Second Quarter 2021 Tax Planning Tips.

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2021 Federal Budget Commentary

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 …

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March 2021 Newsletter

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 …

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Fixed Income Alternatives for the “Safe” Money in your Investment Portfolio

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. …

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First Quarter 2021 Tax Planning Tips

Kurt Rosentreter Tax Planning Tips for Q1 2021: Canada Child Benefit, Wage Subsidy, cryptocurrency and more.

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Economic Newsletter – February 2021

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. …

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This publication contains opinions of the writer and may not reflect opinions of the Advisor and Manulife Securities Incorporated, Manulife Securities Investment Services Inc. (“Manulife Securities”) and/or Manulife Securities Insurance Inc. The information contained herein was obtained from sources believed to be reliable, no representation, or warranty, express or implied, is made by the writer, Manulife Securities or any other person as to its accuracy, completeness or correctness. This publication is not an offer to sell or a solicitation of an offer to buy any of the securities. The securities discussed in this publication may not be eligible for sale in some jurisdictions. If you are not a Canadian resident, this report should not have been delivered to you. This publication is not meant to provide legal or account advice. As each situation is different you should consult your own professional Advisors for advice based on your specific circumstances.