Tax, retirement, and estate planning
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How to get started with will and estate planning matters
The following will review some scenarios and the possible consequences of not addressing our estate planning matters and invite us to redefine estate planning.
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Budget 2022—housing ambitions funded by big finance
A summary of the 2022 federal government’s budget highlighting the changes delivered by the Liberal government on April 7, 2022. Review our analysis of the key corporate and personal measures and how they impact you.
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Why don’t we want to deal with wills and estate planning matters?
There are two certainties in life – death and taxes. Canadians often plan for ways to reduce taxes, but many Canadians don’t have an up to date will.
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Tax season is here - It’s a time to review your beneficiary designations
An RRSP can be a powerful tool that can save you money on your annual tax return while helping your savings grow.
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A digital world: how the pandemic has changed estate planning
In this article, we take a look at some of the most interesting changes resulting from the pandemic and consider what it means for the advisor-client relationship in future.
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New Year’s Intentions – Taking Control of Your Life
These scenarios are intended to provide you with a starting point for you to consider what has changed in your life since you last reviewed your estate planning documents.
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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.
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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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Tax planning in 2020—COVID-19 considerations
We have tips for Canadians to keep in mind for 2020 tax planning because of economic problems caused by the COVID-19 pandemic.
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Preparing for 2020: year-end tax planning and economic outlook (podcast)
Many investors, professionals, and business owners enter 2020 with questions about year-end tax planning and how the financial markets will react to the new year. This episode will explore those questions and more.
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