From the Desk of Kurt Rosentreter, CPA, CA, CFP, FCSI, CLU, TEP, FMA, CIM®Senior Financial Advisor & Portfolio Manager, Manulife Wealth Inc. Economic Club of Canada Chief Economist Forecasts 2026 The six Canadian bank Chief Economists once again got together and we are back with our annual January tradition of presenting their viewpoints for year …
In this Issue: Private Equity and Your Portfolio From the Desk of Gerdi Lito, CFA• Portfolio Manager, Manulife Wealth Inc. Companies like Mars, IKEA, Rolex, Bloomberg, and Ernst & Young have something in common: you can’t buy their shares on a stock exchange. They are privately owned, meaning their shares are held by founders, families, …
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 these may apply to your tax situation. In 2024, the government proposed to increase the taxable portion of capital gains from 50% to two-thirds. However, the proposal did not proceed. …
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 Way to Determine your Target Asset Allocation• Make the Most of Year-End: Understanding Tax-Loss Selling in Canada Make the Most of Year-End: Understanding Tax-Loss Selling in Canada From the Desk …
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 past tax errors or omissions before CRA finds them. If CRA accepts a disclosure, taxpayers may receive some penalty and interest relief and will not be referred for criminal prosecution. …
In this Issue Asset allocation and your portfolio From the Desk of Gerdi Lito, CFA• Portfolio Manager, Manulife Wealth Inc.• Life Insurance Advisor, Upper Canada Capital Inc. Asset allocation is one of the most important discussions we have when reviewing your portfolio, goals, and strategy. A well-known study by Ibbotson & Kaplan (2000) found that …
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, individuals and businesses should be aware of their tax-related platform proposals, as summarized in the listing below. Many are broad and lack detail, and some were previously announced by the …
Tax Tidbits… Some quick points to consider… Canada Disability Benefit: New Support! The Canada disability benefit is a new monthly payment for working-age persons with disabilities who have low income. The first payments will be made in July 2025. To be eligible for this benefit, individuals must meet the following criteria: The maximum benefit for …
Tax Tidbits… Some quick points to consider… Tax Proposals: Capital Gains Inclusion Rate The capital gains inclusion rate has been proposed to increase from 50% to 2/3, effective June 25, 2024, for corporations and most trusts as well as for the portion of capital gains realized in the year that exceeds $250,000 for individuals, graduated …
Tax Tidbits… Some Quick Points to Consider Capital Gains Inclusion Rate: Proposed Increase The 2024 Federal Budget proposed to increase the capital gains inclusion rate from 50% to 2/3 of the actual gain, effective for capital gains realized on or after June 25, 2024, for all taxpayers (including corporations and trusts) other than individuals. Individuals …
By signing up to receive Kurt’s enewsletter you give explicit permission for Kurt or Kurt’s staff to email you to deliver this enewsletter.
Should you wish to discontinue receiving emails from our office, you may contact us to withdraw your consent at any time. Your personal information will not be distributed, sold, or traded; it will remain strictly confidential and will only be used for the purpose for which it was provided. For more information on our commitment to privacy and responsible use of information, please see our Privacy Policy page.
Certified Financial Planner professional, Canada
A Certified Financial Planner professional that assists with all aspects of your financial affairs. Toronto Based.
2848 Bloor Street West, Etobicoke, Ontario
M8X 1A9 Canada
+1 416-628-5761 ext. 0
Monday | 8:30am–5:30pm |
Tuesday | 8:30am–5:30pm |
Wednesday | 8:30am–5:30pm |
Thursday | 8:30am–5:30pm |
Friday | 8:30am–5:30pm |
Saturday | CLOSED |
Sunday | CLOSED |
