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Five Macroeconomic Themes For 2024
A new economy rising: we dive into the five major forces that will drive global economies and markets in 2024. Come back to this page for updates, insight, and resources to help guide you throughout the year.
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What’s likely in store for markets in 2024?
The start of a new year typically brings about new hopes, new goals, and—If you’re an investor—new questions about the global economy in next 12 months. Our Capital Market Strategy Team addresses the most frequently asked questions that have been posed to them about the coming year.
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Q4 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q4 2023.
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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.
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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.
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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.
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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.
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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.
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Portfolio reviews: capital gains considerations
Four considerations that you should think about when rebalancing non-registered portfolios and potentially triggering a capital gain.
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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
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