Tax planning
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Making the most of your maturity guarantee
Segregated fund contracts approaching their maturity date that have seen their market value decline may be eligible for a maturity top-up. What is the impact?
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Working from home? Don’t miss out on valuable tax savings
If working from home is your new normal, it could mean savings on your 2020 tax return — or even in years to come, depending on how long you work from home.
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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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Tax planning in 2020 — COVID-19 considerations
Things Canadians should keep in mind for 2020 tax planning, because of economic problems caused by the COVID-19 pandemic.
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Speech from the Throne — What’s on our radar
The Speech from the Throne laid out the government’s agenda, and several things that were announced caught our attention — such as a number of new benefits, creation of a Canada-wide early learning and childcare system, and wealth inequality taxation. Here’s what our Tax, Retirement, and Estate Planning Services team will be keeping an eye on with government updates and legislation.
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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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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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Ideal Candidates for Mutual Fund Corporations
A Mutual Fund Corporation is a taxable entity made of different funds that offers tax benefits for non-registered accounts, and helps meet investment goals.
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