Matters of fact about Canada
In honour of this beautiful country we live in, rich in its natural resources and land, this article talks about Island life in Canada. Who knew Canada had over 52,000 islands?!
A Guide to Canadian Capital Gains Taxes
With interest rates on the rise, you may be looking to sell your real estate. How familiar are you with capital gains taxes in Canada? Learn about how capital gains taxes are calculated and how they may affect your investments.
Beyond the Fed’s hawkish “pause”: three macro elements to consider*
[Manulife Investment Management] The U.S. Federal Reserve kept rates steady at its June meeting. But looking deeper, there are implications for investors.
The Correlation Between Mental Health & Financial Health
When you’re not feeling your best, making sound, rational decisions can be challenging. One study found that almost half of all people with debt problems also have mental health problems. This article highlights how health and wealth often go hand-in-hand.
Staying healthy while aging - Solutions For Financial Planning*
It's important to maintain your wellness into the golden years. Exercise can ward off health problems, improve sleep, boost mental health, and reduce stress. Did you know that going outside into nature can stimulate your mind? Solutions For Financial Planning*
Estate planning mistakes to avoid - Solutions For Financial Planning*
Whether it’s helping with the creation of a will, determining beneficiaries, establishing a trust fund or setting up a power of attorney, your Financial Planner is a trusted partner to help you navigate the estate planning process.
Estate Planning in 2023: Do You Have These Documents Prepared?
Estate planning isn’t a pleasant topic to think about, but it’s important to have everything in order. Learn about some of the most important documents to include in your estate plan.
Market volatility, investments and taxes
Why do I have a tax bill for my investment even when the value has dropped?
Making wise investment choices in uncertain times
The first quarter (Q1) of 2023 was a rollercoaster ride for investors. Market volatility unfolded following U.S. and European banking turmoil, and interest rates and inflation climbed—evoking investor fears about financial stability.
2023 Tax return checklist
Do you have what you need to file your personal tax return? Whether you're preparing your tax return yourself or having your accountant or tax specialist do it for you, use this checklist to help make sure that you’re collecting all relevant information.