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Team E-Newsletter January 2019

  • E-Newsletter

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.

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By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIM, FCSISenior Financial Advisor & Portfolio Manager | Manulife Wealth Inc. By Gerdi Lito, CFAPortfolio Manager

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Upper Canada Capital

MANULIFE SECURITIES INCORPORATED

Address

2848 Bloor Street West
Etobicoke, Ontario M8X 1A9

Contact

Business: (416) 628-5761 Ext. 0
Toll-free: 1-866-275-5878
Fax: (416) 225-8650

Book a Consultation

Upper Canada Capital

Financial consultant in Toronto, Ontario

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

Learn More

Address

2848 Bloor St. West.
Etobicoke, ON M8X 1A9

Contact

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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