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 …
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 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] 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 [email protected] 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 …
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 …
Retirement This Year? Designing Your Cash Flow Without a Pay Cheque
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, …
