‘100 Days of Disruption: Canada vs Trump’ Frank Valicek, CFP, CIMSenior Financial Advisor, Manulife Wealth Inc.Life Insurance Advisor, Upper Canada Capital Inc. I had the pleasure of attending the Economic Club of Canada’s May luncheon ‘100 Days of Disruption: Canada vs Trump’, which proved to be a valuable event to gain knowledge of the current …
2024 Tax Documents from Manulife Wealth From the desk of Monika Kucinskaite, M.CommFinancial Advisor Associate | Manulife Wealth Inc. Tax slips will be available for download by the end of March from two different platforms. This is due to Manulife Wealth’s transition to Fidelity Clearing Canada (FCC) for back-office services as of April 1, 2024. …
2023, 2024, Markets, Economists and MoreFrom the desk of Kurt Rosentreter, CPA, CA, CFP January 9th 2025 Economic Outlook Meeting I attended the annual Economic Club of Canada breakfast, which featured the Chief Economists from five Canadian banks (Beata Caranci, TD Bank; Jean-Francois Perrault, Scotiabank; Doug Porter, BMO; Frances Donald, RBC; Avery Shenfield, CIBC; and …
2024 markets From the desk of Kurt Rosentreter, CPA, CA, CFPPortfolio Manager – Manulife Wealth Inc The year 2024 was a remarkable period for equity investors, with exciting technological advancements, welcomed interest rate cuts, and resilient consumer spending. As we look back, several key trends and events stand out that shaped the global investment environment. …
The Value of Financial Advice Frank Valicek, CFP, CIMSenior Financial Advisor, Manulife Wealth Inc.President & Life Insurance Advisor, Upper Canada Capital Inc. Every day, we, as your Financial Advisory Team, are humbled to have earned your trust in a relationship that goes far beyond the returns and design of your investment portfolio. Trust that must …
Q3 2024: Strong performance, lingering questions Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIMSenior Financial Advisor & Portfolio Manager, Manulife Wealth Inc.President & Life Insurance Advisor, Upper Canada Capital Inc. Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as …
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, CIMA, FCSI, CIM What is an RESP? RESPs or registered educational savings plans are the “go to” savings account products for parents of kids in Canada who have goals of their child pursuing post-secondary education after high school. An RESP is a registered investment account that you …
By Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, CIMA, FCSI, CIM What is a RRIF? A RRIF or registered retirement income fund is an investment account held at a bank, brokerage or other financial institution. The account consists of money deposits that you made into an RRSP investment account or locked in RRSP investment account …
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 …
Are You Ready for the Higher Capital Gains Tax Rate Starting June 25, 2024? Normally after April 30, personal income tax season is done – but not this year! The Federal Budget earlier this year threw us a curveball, announcing an increase in the capital gain inclusion rate for personal capital gains above $250,000 to 66 …
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