Viewpoints about Private wealth podcast
-
What is financial planning and why it is important for high-net-worth investors
In this episode, we’re going to discuss the macro trends we may see in the next quarter and highlight why defining a financial plan is very important, especially for high-net-worth investors.
Read more
-
Analyzing the Real Estate Landscape in Canada (podcast)
In this episode, our guest speakers will assess the macroeconomic trends for the upcoming quarter and comment on the current landscape of real estate investing in Canada.
Read more
-
Manulife Investment Management Expertise: Analyzing Asset Allocation (podcast)
Learn how Manulife Investment Management’s asset allocation portfolios can provide clients solutions through a disciplined approach to investing and the comfort of knowing professionals are actively managing risk.
Read more
-
A year in review – The unintended consequences of the pandemic on estate planning (podcast)
Learn about the unintended consequences of the pandemic on estate planning including the increased use of technology and impact of the housing market.
Read more
-
Applying an environmental, social, and governance (ESG) lens to our macroeconomic and investment analysis
Watch our latest podcast and learn how sustainability issues could influence the way financial markets respond to traditional economic developments and data points.
Read more
-
Market insights: Macro themes and outlook in the second half of 2021
Watch our latest podcast to learn about the macroeconomic pillars and asset allocation analysis that could help guide investment decisions in both the near and the long term.
Read more
-
Discover the expertise of Manulife’s internal Global Manager Research (GMR) team
Discover how the Global Manager Research team works with Manulife Private Wealth as well as its environmental, social, and governance (ESG) integration in portfolio design for Manulife Private Wealth’s underlying managers.
Read more
-
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.
Read more
-
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.
Read more
-
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.
Read more