Friday 5 - Death & Taxes - Wilmot George
Marc and Ty, Financial Advisors with Manulife Securities Inc., are joined by Wilmot George of CI Investments to discuss how Canadians can plan ahead to reduce or eliminate excess taxes at the time of death.
Marc and Ty, Financial Advisors with Manulife Securities Inc., are joined by Wilmot George of CI Investments to discuss how Canadians can plan ahead to reduce or eliminate excess taxes at the time of death.
Ty and Marc, financial advisors with Manulife Securities Incorporated, are joined by Graeme Cooper, VP of Product with Purpose Investments, to discuss the factors contributing to the strong performance in gold and how gold can play a beneficial role why designing a portfolio.
Marc and Ty, Financial Advisors with Manulife Securities Incorporated, are joined by Ari Ditkofsky, Mortgage Agent with Dominion Lending Centres and part of their Top Producers Team. We discussed COVID's impact on mortgage rates, including new rules from CMHC, and important considerations for those looking to obtain a mortgage or refinance in the near future.
Ty and Marc, Financial Advisors with Manulife Securities Incorporated, are joined by Vern Lunz, Insurance Specialist with Manulife Securities Insurance Incorporated, to discuss COVID's impact on the insurance landscape and some key considerations when looking for new coverage right now.
This short video explores how being aware of your cognitive biases and your belief system can shape your investment decision.
Ty and Marc, financial advisors with Manulife Securities Incorporated, are joined by Carol Lynde, President and CEO of Bridgehouse Asset Managers, to discuss their extensive mental health program and how it relates to the financial advisory relationship.
Marc and Ty are joined by Greg Kuchma, broker with Royal Lepage, to discuss the current state of the residential real estate market and his advice when considering buying or selling a home in the upcoming months.
Marc and Ty are joined by Craig Basinger, Chief Investment Office of Richardson GMP, to discuss behavioural investment mistakes and some ideas to help prevent them.
Marc and Ty, Financial Advisors with Manulife Securities Incorporated, are joined by Brian Levitt, Global Market Strategist with Invesco, to discuss examples of why it pays to stay invested.
Marc and Ty are joined by Joe Imbrogno, President of JDI Cleaning Systems, to discuss ways to ensure both your work place and home stay safe and clean during COVID.
Marc and Ty are joined by Greg Taylor, Chief Investment Office for Purpose Investments, to discuss why growth stocks have outperformed value stocks and whether he thinks this trend will continue. He also discusses unique opportunities the downturn has created for active management.
Frances Donald, Global Chief Economist and Head of Macro Strategy at Manulife Investment Managment, joins Marc and Ty to discuss what the post crisis economy might look like and explain potential disconnects between the economy and the stock market.