Viewpoints from Manulife Private Wealth
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Holiday planning during the pandemic
The holidays may be a little different this year. But you can still have a great time celebrating the season. It just takes a little preparation and creativity.
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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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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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Business strategies for small and medium-sized enterprises: emerging into the new normal (podcast)
This episode brings together key professionals from Manulife’s Canadian wealth and asset management segment who will have an in-depth discussion on changes to ownership, business transition and philanthropy from a family enterprise, investment banking, and tax perspective.
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How do the markets look for the remainder of the year?
Heightened market volatility is likely to remain throughout 2020 and into 2021. The ongoing challenge of the pandemic and its impact on the broader economy will continue to destabilize the recovery currently under way and have a disproportionate impact on market returns.
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A closer look at the 2020 elections
This November 3, America votes on the balance of power in our nation's capital. We examine what's at stake, the possible outcomes, and what could be in store for investors' portfolios.
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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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Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
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The importance of planning and goal setting for a healthy future
The importance of setting goals and intelligently planning how to achieve them is as true now as it was last year and works just as well with our health as with our wealth. With that in mind, we’ve outlined some helpful tips on how planning ahead and setting goals now can help lead to a healthy and financially fit future.
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The next three stages for the global economy
Macro trends in geopolitics, central bank direct intervention, and the emotional highs and lows driven by the pharmaceutical industry collaborating intensely to find a cure for the COVID-19 virus will continue to whipsaw the market for some time to come.
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