Q4 2025 Tax Planning Tips
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 …
2025 October Team Newsletter
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 …
Q3 2025 Tax Planning Tips
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, …
2025 August Team Newsletter
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 …
June 2025 Team Newsletter
‘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 …
Q2 2025 Tax Planning Tips
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 …
March 2025 Team Newsletter
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 …
2025 Economic Outlook Newsletter
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 …
Q1 2025 Tax Planning Tips
Tax Tidbits… Some quick points to consider… Tax Proposals: Capital Gains Inclusion Rate The capital gains inclusion rate has been proposed to increase from 50% …
January 2025 Team Newsletter
2024 markets From the desk of Kurt Rosentreter, CPA, CA, CFPPortfolio Manager – Manulife Wealth Inc The year 2024 was a remarkable period for equity …
December 2024 Team Newsletter
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, …
2024 October Team Newsletter
Q3 2024: Strong performance, lingering questions Kurt Rosentreter, CPA, CA, CFP, CLU, CIMA, TEP, FMA, CIMSenior Financial Advisor & Portfolio Manager, Manulife Wealth Inc.President & …
All About RESP Accounts
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” …
All About RRIF Accounts
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 …
Q2 2024 Tax Tips
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 …
Changes to Capital Gains Taxation
Are You Ready for the Higher Capital Gains Tax Rate Starting June 25, 2024? Normally after April 30, personal income tax season is done – …
2024 Federal Budget Commentary
Provided by Kurt Rosentreter, CPA, CA On April 16, 2024, the Deputy Prime Minister and Finance Minister, presented Budget 2024 – Fairness for Every Generation, …
RRSP, TFSA and Income Tax Forms
Kurt Rosentreter’s Wealth Management Team Written by Monika Kucinskaite, M.ComFinancial Advisor Associate | Manulife Wealth Inc.m.kucinskaite@manulifesecurities.ca 2023 RRSP Deadline The last day to contribute to …
2024 Economic Outlook Meeting
A Summary by Kurt Rosentreter Early January, every year, the Economic Club of Canada hosts a panel of the Chief Economists of the five largest …
2023 Year-End Tax Planning Tips
Kurt Rosentreter, CPA, CA, CFP, CLU, TEP, FMA, CIMA, FCSI, CIMPortfolio Manager, Manulife Securities IncorporatedPresident, Upper Canada Capital Inc.kurt.rosentreter@manulifesecurities.ca December 31, 2023 is fast approaching… …
Q3 2023 Tax Planning Tips
Tax Tidbits… Some Quick Points to Consider CPP Enhancements: Higher Contributions and Higher Benefits In 2019, the government commenced a two-part enhancement to the Canada …
October 2023 Market Commentary
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 …
September 2023 Team Newsletter
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 …
August 2023 Team Newsletter
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 …
Q2 2023 Tax Planning Tips
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 …
June 2023 Team Newsletter
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 …
March 2023 Team Newsletter
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 …
Q1 2023 Tax Planning Tips
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 …
2023 February Team Newsletter
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 …
2022 Income Tax Season: Tips from Kurt
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 …
