In this edition of Friday5, we are excited to be joined once again by Wilmont George, Vice President and Head of Tax, Retirement and Estate Planning with CI Global Asset Management. Wilmont shares his valuable insights on year-end tax strategies and key considerations for investors as the year comes to a close.
As the year winds down, it's the perfect opportunity to evaluate your finances and leverage tax-saving strategies. Whether optimizing your investments, planning major purchases, or navigating financial decisions, acting before December 31 can help reduce your tax liability and position you for a prosperous 2025.
In today’s digital landscape, fraud and cybercrime are on the rise. Protecting your personal and financial data is crucial, and understanding these threats can help you safeguard yourself.
In this edition of Friday5, we are excited to be joined by Wade Arseneault, a Mortgage Specialist with Manulife Bank. Wade shares his insights on credit scores and gives us a deeper understanding of how they work and their importance to our financial health.
Global markets performed well in the third quarter of 2024, continuing their positive trend this year. This was influenced by factors such as strong corporate profits, lower inflation, and interest rate cuts by central banks worldwide.
In this edition of Friday5, we are pleased to welcome Mike Greenberg a vice president and portfolio manager for Franklin Templeton Investment Solutions. Mike shares his thoughts and outlooks on the current market, specifically regarding inflation and fixed income, and how he and his team are using this knowledge to position the Quotential portfolios.
I had the opportunity to participate in a guided Vortex and Medicine Wheel ceremony. The symmetry between the medicine wheel and retirement left me with the understanding that: Retirement is not an ending to one’s journey, but if thoughtfully embraced, can be a very powerful beginning. Here’s an outline of how the medicine wheel philosophy can pilot your retirement journey into full flight.
In this edition of Friday5, Marc welcomes Akal Jaggs, a shamanic practitioner in Sedona, Arizona. Akal shares his experience and the history with the medicine wheel as well as describing to us how it can be used to see retirement as a new beginning, not an end.
Here's a deeper look at the factors at play to start the year.
Manulife Wealth has some exciting changes happening in the coming weeks! Click here to read about these changes, any actions you should take and answers to frequently asked questions.
Marc Hamel, a Financial Advisor with Manulife Wealth Inc. and Matthew Hamel a Marketing Assistant are joined by Richard McIntyre, the CEO of Manulife Wealth Inc.
2023—the year in review