Articles & Insights

Tax season is underway, and Canadians may be facing some unfamiliar terrain. Job losses, side gigs, and working from home were just some of the by-products of 2020.

The toll that the global pandemic took on the Canadian and global economy cannot be understated, and there will be knock-on effects in both the near and long term. Here are five tips to keep in mind as you plan the financial year ahead.

Gift ideas that won’t break the bank. Solutions For Financial Planning, Winter 2020

A guide to buying your first home.

Segregated fund contracts are designed to help offer a safe harbour for Canadians worried about volatile markets.

Estate planning essentials to ensure your wishes are carried out as intended.

Create a lasting legacy with a smooth transfer of ownership.

According to the Canadian Anti-Fraud Centre, there have been a number of COVID-19 related scams aimed at the most vulnerable by taking advantage of fear and misinformation. It’s important to keep yourself and your loved ones, especially those who may be more susceptible to fraud, armed with the facts.

It hit me as the perfect description as to how I would describe the difference in what my team attempts to do, and what our portfolio managers at Manulife Investment Management endeavour to do on a daily basis on behalf of our clients. That is, manage risk, stay disciplined to our respective processes, and work to achieve our client's objectives.

As information is constantly changing, and some of the details remain vague, we wanted to reach out and provide some helpful information and links to help you get through this uncertain time as best as possible.

As equity markets fall sharply, it’s time for all investors to review the fundamentals – it’s time to learn 'How to survive a bear attack'. Here are four guiding principles that can help you manage your way through the volatility.