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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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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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Q3 2023 in review
Manulife Private Wealth reviews how Canadian, U.S., and global equities, and global bond markets performed in Q3 2023.
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Rethinking the macroeconomic outlook
Frances Donald, Manulife Investment Management’s Global Chief Economist and Strategist shares her views on what we might expect in the months ahead.
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A conversation with Canadian landscape artist Steve Driscoll
When it came to commissioning new artwork, Manulife felt Driscoll was the ideal choice. As the world’s largest natural capital investment manager, Manulife has owned real assets (such as timberland) for more than 95 years.
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Why U.S. stock market outperformance is likely to continue
Investors who subscribe to the mean reversion theory would likely agree that U.S. stocks should underperform its global peers in the months ahead following an extended period of outperformance. One investment team, however, disagrees. Find out why.
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An LP’s guide to a reckoning in private equity
A reckoning is coming amid a market sea change. Some private equity firms will adapt and flourish—others won’t. Two trends may help alert LPs discern the difference.
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