-
What tax advantages do SMAs offer?
Investors in separately managed accounts own the underlying securities within a portfolio, a distinction that helps provide many benefits, including greater potential tax efficiency.
Read more
-
2023 tax planning tips: a quick reference guide
Our end-year tax planning guide gives you effective tax-saving tips, so you pay less tax in Canada. These effective tax planning strategies will help reduce taxes for individuals, you and your family, and for your business.
Read more
-
Building financial fortitude: tax and insurance opportunities for high-net-worth investors
Manulife Private Wealth hosted a session to present scenarios where high-net-worth investors may benefit from life insurance and the tax opportunities from doing so.
Read more
-
Individual pension plans and the family business
For business owners, an IPP can be a smart RRSP alternative. IPPs offer maximum pension income and maximum tax relief, and can be included in a succession plan.
Read more
-
2023 tax rate card for Canada
Tax planning for 2023? Combined federal and provincial marginal tax rates and tax brackets by taxable income source, plus some of the most common non-refundable tax credits, EI and CPP contribution amounts, and OAS and CPP benefit amounts, are all found in one place.
Read more
-
Portfolio reviews: capital gains considerations
Four considerations that you should think about when rebalancing non-registered portfolios and potentially triggering a capital gain.
Read more
-
Advisors can be the quarterback for a client’s estate plan
No one is more clued into what’s going on with their clients, says Manulife Investment Management tax expert
Read more
-
Q3 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q3 2023.
Read more
-
Rethinking the macroeconomic outlook
Frances Donald, Manulife Investment Management’s Global Chief Economist and Strategist shares her views on what we might expect in the months ahead.
Read more
-
A conversation with Canadian landscape artist Steve Driscoll
When it came to commissioning new artwork, Manulife felt Driscoll was the ideal choice. As the world’s largest natural capital investment manager, Manulife has owned real assets (such as timberland) for more than 95 years.
Read more