Day: September 29, 2023

September 2023 Team Newsletter

6 Comments / Kurt eNewsletters / By Kurt Rosentreter

Portfolio Tax PlanningGerdi Lito, CFAAssociate Portfolio Manager, Manulife Securities IncorporatedLife Insurance Advisor, Upper Canada Capital Inc. As we come close to the end of the year, it is time for some tax planning in your portfolios. We look for opportunities to potentially reduce your tax bill now or optimize future taxable income by redistributing it …

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Kurt Rosentreter, Certified Financial Planner and Wealth Management

Certified Financial Planner, Canada
A Certified Financial Planner that assists with all aspects of your financial affairs. Toronto Based.

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Upper Canada Capital is a trade name used to carry on business related to life insurance and stocks, bonds and mutual funds. Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Upper Canada Capital Inc. and Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.