Viewpoints about TREPS Investment Insight
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The role of the executor
Appointing an executor may be one of the most important decisions related to an estate plan. Being trusted as an executor to carry out someone’s wishes after they have passed can be one of the biggest responsibilities an individual can take on. Learn what it really means to be an executor on a will.
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Understanding your tax slip
Investors receive annual tax slips from each of their funds. Learn what the information means, and how to use it to report taxable amounts on tax returns.
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Professional Corporations Offer Tax Breaks
Many professionals in Canada can now incorporate their practice. Who's included? Who's a good candidate for incorporation? What are the pros and cons?
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Protecting your nest egg after you’re gone — Annuity Settlement Option
Spacing out an inheritance: The Annuity Settlement Option
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Investments owned by private corporations – Some considerations
Issues to consider when operating companies and holding companies own Manulife Investments GICs, Manulife segregated fund contracts, or other investments.
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Exchange Traded Funds Taxation: Déjà vu all over again
Exchange-traded funds are taxed similar to mutual fund trusts, but are generally more tax-efficient. Here's what you need to know.
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Creditor protection — Top 10 tips for business owners
Business owners may be unaware of risk to personal assets from creditor claims. That's why it's critical to regularly review their creditor protection strategy.
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Taking capital gains or losses now to avoid estate and probate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
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The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
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Are your investments protected from creditors? (Quebec edition)
Investments are protected from creditors by federal and provincial laws. Whether it's no-strings-attached or limited varies by province and type of investment.
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