Viewpoints about Legacy planning
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Cottage or home: which should be a principal residence?
Which property is best used as your principal residence for tax purposes? If you own more than one property, you have choices and may want to look at the tax consequences of claiming a cottage or other property as your principal residence. Learn more about your options and how to calculate the principal residence exemption.
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The benefits of philanthropy for high-net-worth investors
At Manulife Private Wealth, we believe that smart philanthropy, built on enduring partnerships, is the most effective way to deliver hope to those who need it most. In this article, we take a look at some of the benefits of charitable giving and the most effective ways of going about it.
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Preparing your family for the great wealth transfer
The greatest intergenerational transfer of wealth in Canada’s history is set to take place over the next few decades, but are high-net-worth families prepared for the shift?
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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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