Viewpoints from Manulife Private Wealth
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Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
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The importance of planning and goal setting for a healthy future
The importance of setting goals and intelligently planning how to achieve them is as true now as it was last year and works just as well with our health as with our wealth. With that in mind, we’ve outlined some helpful tips on how planning ahead and setting goals now can help lead to a healthy and financially fit future.
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The road ahead: Focusing on your investment goals amidst uncertainty (Podcast)
This episode features Frances Donald, Chief Economist, who will provide a market update and Jamie Robertson, Head of Asset Allocation, who will put into context the short-term volatility we are currently experiencing and the impact it has on investors’ long-term savings’ goals.
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Canadian Fine Art: Art collection tips for high-net-worth investors (Podcast)
This episode features Global Chief Economist Frances Donald, who reviews the markets in 2020, and Kelly McKenzie, curator for Manulife’s corporate art collection, who explores the ins and outs of developing, caring for, and displaying art.
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What is goals-based investing and how does it work?
Goals-based investing differs from traditional asset allocation by linking separate investment portfolios to specific goals.
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Preparing for 2020: year-end tax planning and economic outlook (podcast)
Many investors, professionals, and business owners enter 2020 with questions about year-end tax planning and how the financial markets will react to the new year. This episode will explore those questions and more.
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Canadian real estate: can it help smooth volatility in your portfolio? (podcast)
What are the benefits of direct real estate? How can real estate provide diversification and risk reduction in my portfolio? What rates of return can it look to bring? This episode will explore these questions and more.
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Focus on diversification: Exploring the use of private assets (podcast)
What are private assets? How do they fit in a pension-style portfolio? How can they offer diversification during these volatile times? This episode will explore the above questions and more.
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Preparing for 2019: year-end tax planning and economic outlook (podcast)
How will the new passive income rules affect me? What tax saving strategies are available for business owners? What does the economic environment look like in 2019? This episode will explore the above questions and more.
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The Value of Strategic Philanthropy: Benefit your clients and practice (Podcast)
How can charitable giving offer you an edge? How can you grow your book while growing your clients’ charitable impact? Why should you discuss philanthropy with your clients? This episode will explore these questions and more.
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