Wealth and estate services
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Common estate planning mistakes in Quebec
Transferring assets to the people you want in the way you want doesn't always go as planned. Here are the common mistakes to watch out for.
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How will the changes to capital gains affect you?
In this episode of our quarterly webinar, we take a close look at the impact of the federal budget on Canadian high-net-worth investors, specifically the changes to capital gains.
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Federal budget 2024 highlights
We’ve reviewed the budget and compiled a summary of the key highlights we think are most important for sponsors, consultants, and financial advisors.
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Federal Budget 2024: addressing long-term challenges takes time
The federal government's latest budget contained nuggets that would be of interest to everyone―from investors to first-time homebuyers and economists who are concerned about Canada's deficit picture. Learn more.
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Federal budget 2024―and you thought there would be nothing?!
A summary of the 2024 federal government’s budget highlighting the changes delivered by the Liberal government on April 16, 2024. Review our analysis of the key corporate and personal measures and how they impact you.
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Building financial fortitude: tax and insurance opportunities for high-net-worth investors
Manulife Private Wealth hosted a session to present scenarios where high-net-worth investors may benefit from life insurance and the tax opportunities from doing so.
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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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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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