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Common estate planning mistakes in Quebec
Transferring assets to the people you want in the way you want doesn't always go as planned. Here are the common mistakes to watch out for.
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Keeping the family cottage in the family
Passing on a family cottage? Half of any increase in value is taxable at death. This strategy protects against an estate having to sell a cottage to pay the tax.
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Asset allocation views: uncharted territory
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
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Changes to the capital gains tax—what could they mean for you?
The 2024 federal budget proposed changes to the capital gains tax. See how they may apply to you, and what they could mean for your retirement planning.
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Navigating market shifts: global interest-rate trends and market dynamics
Canada’s equity market traded sideways in Q2, while U.S. stocks surged to new heights, led by the information technology and communications sectors. Read our Q2 review.
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How will the changes to capital gains affect you?
In this episode of our quarterly webinar, we take a close look at the impact of the federal budget on Canadian high-net-worth investors, specifically the changes to capital gains.
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With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
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Demystifying ESG
In this episode of our quarterly webinar, we examine how employing ESG principles can create long-term value while helping to realize a sustainable trajectory for the economy.
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Asset allocation outlook: balance of risks tilt to the downside
Investors are navigating an environment characterized by significant global economic resilience, but with crosscurrents. We review some of the themes driving our latest asset allocation outlook.
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The keys to success in GP-led secondaries deals
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
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