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 …
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 …
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 …
Tax Tidbits… Some Quick Points to Consider Budget 2023: Top Five Items for Owner-Managers Budget 2023 (A Made-in-Canada Plan: Strong Middle Class, Affordable Economy, Healthy Future) was introduced in the House of Commons on March 28, 2023. The top five changes that may impact individuals and owner-managed businesses are as follows: Kurt’s Comments:If you are …
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 …
From the Desk of Kurt Rosentreter, CPA, CAPortfolio Manager & Senior Financial Advisor, Manulife Securities IncorporatedKurt.Rosentreter@Manulifesecurities.ca Federal Budget 2023 The 2023 budget is due this week (Tuesday afternoon) and we might finally see some of the tax increases expected the last few years: an increase to the GST rate nationally, an increase to the capital …
Tax Tidbits… Some Quick Points to Consider Covid Benefits: Review/Audit Activity On December 6, 2022, the Auditor General of Canada released its report on COVID benefit compliance enforcement. The report reviewed a total of $210.7 billion in payments with the following breakdown among programs: The report indicated that $4.6 billion in overpayments were made to …
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMAPortfolio Manager & Senior Financial Advisor, Manulife Securities Incorporated Kurt.Rosentreter@manulifesecurities.ca And Mathew Cain, CIMAssociate Portfolio Manager, Manulife Securities IncorporatedMathew.Cain@manulifesecurities.ca 2023 Market Outlook 2022 The Forgettable YearMany people in the investment marketplace and investors in general are happy to see 2022 behind us. Here is …
Hello! It’s my favourite time of the year – income tax filing season! We are closing in on the 2022 personal income tax filing deadline at May 1, 2023 (usually April 30th but it falls on a Sunday this year) and I am writing to summarize some important facts for this tax season. RRSPsYou have …
Friday, January 13, 2023 An annual January event where some of Canada’s leading chief economists share their economic predictions for 2023, at a breakfast in Toronto hosted by the Economic Club of Canada. Present this year: Beata Caranci, Chief Economist, TD BankCraig Wright, Chief Economist, RBCDouglas Porter, Chief Economist, BMO Financial GroupJean-Francois Perrault, Chief Economist, …
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