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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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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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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