WelcomeBy Kurt Rosentreter The Power of Asset ConsolidationBy Jeton Spahiu Permanent Life InsuranceBy Gerdi Lito RESP WithdrawalsBy Mathew Cain Political parties’ platforms and their impact on investment taxationBy Jordan Campbell Additional Savings Options for ChildrenBy Monika Kucinskaite Canadian InflationBy Frank Valicek Market SentimentBy Laura Collins From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, …
RESP GrantsBy Gerdi Lito The Value of Economic Leading IndicatorsBy Jeton Spahiu COVID-19 Pandemic Travel InsuranceBy Monika Kucinskaite RRIF Conversion – A New Milestone To DiscussBy Mathew Cain Inflation and Re-OpeningBy Jordan Campbell Cryptocurrencies Work Against Interest of PublicBy Frank Valicek From the desk of Gerdi Lito, CFAFinancial Advisor Associate, Manulife Securities [email protected] RESP GrantsIf …
From the desk of Kurt Rosentreter, CPA, CA, CFP, CLU, FCSI, CIMA, CIM, FMA, TEP From the desk of Frank Valicek, CFP, CIM From the desk of Jordan Campbell, CFA From the desk of Mathew Cain, CIM From the desk of Gerdi Lito, CFA From the desk of Monika Kucinskaite, M.Com From the desk of …
From the Desk of Kurt Rosentreter Calculating capital gains for US stocksby Jordan Campbell Taxation of cryptocurrenciesby Mathew Cain RESP withdrawals and taxationby Gerdi Lito Over-contributed to your RRSP?by Monika Kucinskaite Personal Tax Returns – Filing, Payment Deadlines & Penaltiesby Jeton Spahiu High-interest savingsby Frank Valicek History of the Canada Revenue Agencyby Laura Collins From …
Hello!Kurt, Mathew, Jordan, Gerdi, Monika, Frank, Jeton and Laura are back to share RRSP season tips and more in our second team newsletter of the year. Click on the following links to read the stories you prefer in our new, simplified team newsletter format! Tired of GICs at Low Rates? Read about “Fixed Income Choices” …
By: Kurt Rosentreter & Mathew Cain Every year the Economic Club of Canada interviews the chief economists from the big banks in Canada regarding their financial predictions for the year ahead. We had the pleasure of sitting in this forum again in early January 2021 alongside hundreds of money managers, bankers, advisors, economists, and others. …
The 2021 Economic Forum Presented by the Top Canadian Economists Read More »
By Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIM, FCSI 2020 and the Impact of a Pandemic on our Finances Before the pandemic, e-commerce, home delivery and ordering online were growing at a steady pace. Global lockdowns accelerated these trends and businesses will need to adapt or die. We may be seeing the …
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