Time to play defence?
Prudent positioning in today’s markets may include allocations to high-yield bonds.
Winter 2019
Chess, not checkers.
Building value through unique strategies
The bigger bang theory
Helping your clients maximize their 2019 RRSP contribution.
A new estate planning conversation
Don’t overlook segregated funds’ cost-saving advantages on death.
Keep calm and dollar-cost average
A systematic investing plan can help clients stay disciplined through market uncertainty.
Mid-cap magic
Investing in the sweet spot between small-cap risk and large-cap inertia.
Think niche!
Narrow the focus on your advisor business.
Spotlight on governance
How Manulife’s Fundamental Equity Team applies ESG analysis.
Manulife Par: Long-term protection and unmatched flexibility
Insurance that gives clients the flexibility to grow their coverage and cash values.
Tax aspects of accessing the cash value of a life insurance policy
Cash values within an exempt policy can be accessed by three main methods: policy withdrawals, policy loans and collateral loans.
You can’t win ’em all … Understanding superficial losses
You can’t win ’em all when it comes to investing. Sometimes an investment doesn’t pan out, and you end up in a loss position.
