Viewpoints by Tax, Retirement & Estate Planning Services Team, at Manulife Investment Management
Tax Retirement & Estate planning Services (TREPS) is a team of accountants, lawyers, and other specialists skilled in proactively identifying opportunities for advisors and clients within the changing regulatory and market environments. With extensive knowledge and experience in tax and legal matters related to investments and insurance, the TREPS team provides case-level advisor support while working with our sales teams on tax, estate planning, wealth accumulation, retirement planning, creditor protection, beneficiary, and ownership solutions for investment and insurance products
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Federal Budget 2023—no big changes but maximum minimums!
A summary of the 2023 federal government’s budget highlighting the changes delivered by the Liberal government on March 28, 2023. Review our analysis of the key corporate and personal measures and how they impact you.
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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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