Education

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” …

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RRIF

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 …

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CAPITAL GAINS

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 …

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Tax

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 – …

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Tax

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, …

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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 …

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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 …

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Tax

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… …

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Tax

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 …

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markets

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 …

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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 …

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CPP

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 …

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Tax

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 …

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Budgeting

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 …

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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 …

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Tax

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 …

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Budgeting

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 …

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Tax

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 …

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2023 Economic Outlook Breakfast Meeting

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 …

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2022 December Team Newsletter

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Q4 2022 Tax Planning Tips

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Retirement

Retirement This Year? Designing Your Cash Flow Without a Pay Cheque

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Q3 2022 Tax Planning Tips

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2022 September Team Newsletter

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, …

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2022 August Team Newsletter

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Q2 2022 Tax Planning Tips

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2022 May Team Newsletter

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Q&A Newsletter from April 2022 About World Events & Markets

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2022 April Team Newsletter

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2021 Tax Return Planning March 2022

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