Kurt Rosentreter

RRSP, TFSA and Income Tax Forms

Kurt Rosentreter’s Wealth Management Team Written by Monika Kucinskaite, M.ComFinancial Advisor Associate | Manulife Wealth Inc.m.kucinskaite@manulifesecurities.ca 2023 RRSP Deadline The last day to contribute to your RRSP for the 2023 tax year is February 29, 2024. There are less than 30 days left to contribute to an RRSP account and lower your taxable income for …

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2023 Year-End Tax Planning Tips

Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident, Upper Canada Capital Inc.kurt.rosentreter@manulifesecurities.ca December 31, 2023 is fast approaching… see below for a list of tax planning considerations. Please contact us for further details or to discuss whether these may apply to your tax situation. Some 2023 Year-End Tax …

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October 2023 Market Commentary

Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident, Upper Canada Capital Inc.kurt.rosentreter@manulifesecurities.ca Looking Ahead Despite Near-Term Uncertainty September tends to be one of the worst months for the stock market, and this year was no different. The weakness over the past month resulted in negative returns across equity …

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August 2023 Team Newsletter

August Grab Bag of Tips Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident and Life Insurance Advisor, Upper Canada Capital Inc.kurt.rosentreter@manulifesecurities.ca Enjoy the last few weeks of summer! Sources: Government of Canada, 2023Cannex, 2023 ¹ These rates are applicable to Manulife Securities. Interest rates are as at July …

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June 2023 Team Newsletter

From the Desk of Gerdi Lito, CFAAssociate Portfolio Manager, Manulife Securities IncorporatedGerdi.lito@manulifesecurities.ca The Importance of Having an Emergency Fund Life can be unpredictable and disrupting events can have a strong impact on your finances. Healthcare bills, emergency home repairs, job loss or temporary disability may leave you needing money quickly to pay bills and maintain …

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