Wealth and estate services
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Federal Budget 2023—no big changes but maximum minimums!
A summary of the 2023 federal government’s budget highlighting the changes delivered by the Liberal government on March 28, 2023. Review our analysis of the key corporate and personal measures and how they impact you.
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A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
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Be prepared for 2021: year-end tax planning and economic outlook (podcast)
Our latest episode of the Private Wealth podcast features Manulife Investment Management’s Frances Donald, chief economist, who identifies themes that could influence the markets in the coming months, and John Natale, head of Tax, Retirement & Estate Planning Services, who shares his tax strategies in preparing for the new year.
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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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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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Estate and tax planning for Canadians with U.S. connections (podcast)
Will the U.S. tax reform impact Canadians estate planning? Has traditional planning for Canadians investing into the U.S. (personal or business) now turned on its head? How will this impact U.S. citizens who are residents of Canada? What should they do? This episode will explore the above questions and more.
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