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Articles & Insights


The TFSA is a great way to save money – but beware of these pitfalls Thumbnail

The TFSA is a great way to save money – but beware of these pitfalls

Since they were first introduced in 2009, millions of Canadians have enjoyed the benefits of having a Tax-Free Savings Account (TFSA). This flexible, general-purpose savings vehicle allows for annual contributions that can be withdrawn at any time down the road. And investment growth that accumulates each year can be withdrawn tax free.

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Ignore the headlines, focus on the fundamentals Thumbnail

Ignore the headlines, focus on the fundamentals

So much has happened over the last 18 months and the rate of change seems to continuously accelerate. It is so easy to get caught up in headlines, certainly within the economic sphere among many others. These headlines can cause confusion, prompt questions, and cause many people to feel uncomfortable about the future. Will inflation become structural? Is the market too high? What happens if the market has a correction? Have I saved or am I saving enough to outpace the rising cost of living? These questions are normal, natural, and relevant at any stage of life and during any phase of an economical cycle.

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What is ESG? Thumbnail

What is ESG?

Sustainable Investing is an approach that incorporates environmental, social and governance (ESG) factors in the investment process. This in today’s investing community has become front and centre. Never before has there been such a push towards such important drivers of change in the world.

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Fraud Prevention Thumbnail

Fraud Prevention

Despite our best efforts, fraud is not going away. That’s why it’s important to be aware—for yourself and for family members who may be more vulnerable to fraud.

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2021 Tax Rate Card Thumbnail

2021 Tax Rate Card

[PDF] 2021 Tax Rate Card from Manulife Investment Management, is a handy one pager filled with all the current rates including marginal tax rates, federal tax brackets and tax credits, RRSP contribution limits, CPP contribution limits and benefits and much, much more!

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What a year!

2020 will go down as one for the history books. The first reports of a mysterious virus quickly turned into a pandemic, global shutdown, and the worst economic crisis since the Great Depression. And yet, by the end of the year, markets had recovered beyond expectations.

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The 60/40 Portfolio Is Alive and Well Thumbnail

The 60/40 Portfolio Is Alive and Well

In a year when investors questioned whether a traditional mix of stocks and bonds, the so-called 60/40 portfolio, is obsolete, the closely watched benchmark for the strategy delivered 11% returns as of 15 December.

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