-
Common wealth transfer mistakes (national edition)
Transferring assets to the intended beneficiaries doesn't always go as planned. Here are the common mistakes to watch out for.
Read more -
RRSPs and RRIFs on death
What happens when an RRSP owner dies? At death, RRSPs and RRIFs are fully taxable. By naming a qualifying survivor as a beneficiary, tax can be deferred. There are many questions to answer about tax reporting at death. We discuss some common ones.
Read more -
Common estate planning mistakes in Quebec
Transferring assets to the people you want in the way you want doesn't always go as planned. Here are the common mistakes to watch out for.
Read more -
Asset allocation views: uncharted territory
Latest asset allocation views from the Multi-Asset Solutions Team at Manulife Investment Management.
Read more -
Navigating market shifts: global interest-rate trends and market dynamics
Canada’s equity market traded sideways in Q2, while U.S. stocks surged to new heights, led by the information technology and communications sectors. Read our Q2 review.
Read more -
How will the changes to capital gains affect you?
In this episode of our quarterly webinar, we take a close look at the impact of the federal budget on Canadian high-net-worth investors, specifically the changes to capital gains.
Read more -
With Fed easing potentially on hold, what does this mean for fixed-income investors?
Expectations for a Fed pivot have been pushed back due to persistent inflation and a surprisingly resilient U.S. economy. We explore why high-quality intermediate fixed income still presents a compelling opportunity for investors even if rate cuts don't materialize any time soon.
Read more -
Demystifying ESG
In this episode of our quarterly webinar, we examine how employing ESG principles can create long-term value while helping to realize a sustainable trajectory for the economy.
Read more -
Asset allocation outlook: balance of risks tilt to the downside
Investors are navigating an environment characterized by significant global economic resilience, but with crosscurrents. We review some of the themes driving our latest asset allocation outlook.
Read more -
The keys to success in GP-led secondaries deals
What are the ingredients of a successful GP-led secondaries deal? Paul Sanabria believes in a sound framework that thoroughly analyzes the assets, sponsors, alignment, and secondary deal dynamics—and that the devil lies in the details.
Read more