FEATURED NEWS

Have you looked at the NEW Manulife Par? Now available for sale!

Because some things are just better together… Manulife Par, a win-win product for you and your clients! Not to mention that you can take advantage of the convenience of one-stop-shopping with Manulife Insurance now that we offer one of the broadest insurance product shelves in the industry, thanks to the addition of Manulife Par. Read more

Discover the new and improved Solutions online

Advisors are raving about the latest edition of Solutions and the new Solutions online tool. With an enhanced advisor and client experience, featured content on the home page and greater advisor branding, sharing financial planning content with clients is easier than ever. Don’t miss out. Join one of our webinars and learn all the great features of the new site. Read more

INVESTMENTS

Manulife Investments shifts the road show message

Bernard Letendre discusses the shift in road show messages for advisors and why radical honesty is so important. Read more

Summary: Learn what the Canadian Securities Administrators (CSA) updates mean

On June 21, the CSA released important updates concerning recent consultations on targeted reforms, embedded commissions and a best interest standard, designed to enhance the client-advisor relationship. Learn more about these updates and potential timing, on Repsource.ca. Read more

What is bugging the loonie?

I believe the near-term trend for the Canadian dollar is at its current level (US$0.75-0.76) with risk to the downside. Read more

The Bank of Canada will raise rates in July – and Canada will be fine

But after 10 years of ultralow rates, Canada is robust enough to weather the storm. Read more

Information about fall Segregated Fund changes

This fall we’re making some changes to our Segregated Fund contracts that will streamline and consolidate our product offerings. We’re notifying all clients of these changes with their mid-year client statements, which go out on July 12. Read more

Global Growth Divergence

The global synchronized recovery of last year has morphed into a divergence in Q1 2018. Read more

INSURANCE

Manulife Par Webcast Recording Now Available on Repsource

In case you missed it, the Manulife Par Webcast recording is now available on Repsource! Tune in to hear about the exciting features and benefits of Manulife Par and how it can help solve the permanent insurance needs for your clients. Visit Repsource today to view the full recording. Read more

TAX, RETIREMENT & ESTATE PLANNING SERVICES (TREPS)

Investments

New! Exchange Traded Funds Taxation: Déjà vu all over again

What you need to know about taxation of ETFs. They really aren’t that different from a mutual fund trust. Read more

Did you know?

All children resident in Canada (up to the end of the calendar year in which they turn 17) are eligible to receive money from the federal government for their post-secondary education as long as an RESP has been opened for them. Read more

Insurance

As a Matter of Law

Section 2459 of the Quebec Civil Code indicates that upon divorce a beneficiary designation of the policyholder’s married spouse or the civilly unified spouse becomes void. But a policyholder can take steps to keep that beneficiary designation in force. Read more

As a Matter of Tax

The Canada Revenue Agency (CRA) provided a list of arrangements they consider to be aggressive, Golini-like, or worth examining. You’ll want to steer your clients’ clear of any of these tax schemes.Read more

The CRA explains what the capital dividend account credit (CDA) is for a corporation that’s party to a split-dollar arrangement. The Department of Finance has been asked to fix their definition! Read more

Parents want to ensure that the funds in a policy purchased on a child are dealt with responsibly and that the rollover of a life insurance policy to a child doesn’t have tax consequences arising from the transfer. There are options to protect against adverse tax consequences and we consider a few. Read more