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 …
State of the Market – August 2025 From the desk of Gerdi Lito, CFAPortfolio Manager, Manulife Wealth Inc. This year’s market journey has been anything but dull. We’ve seen record highs, sharp drops, and an equally sharp rebound — all within a few short months. Whether you’ve been watching closely or just catching headlines, it’s …
‘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 …
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 …
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. …
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