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, …
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities Incorporated,President, Upper Canada Capital Inc.Life Insurance Advisor, Manulife Securities Insurance Inc. Kurt.Rosentreter@manulifesecurities.ca What We Did All Summer It was a busy summer with all the team (nine people) back in the office (at 2848 Bloor St. West). …
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