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Solutions to go

De: Manulife Peter Ward Solutions
  • Resumen

  • Welcome to the Solutions to go podcast – your source for information on investing, insurance, banking, tax planning, and healthy living in Canada.
    2022 Manulife
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Episodios
  • What’s in a name? Understanding beneficiary designations.
    Jun 25 2024
    In this episode, Peter Ward discusses the importance of beneficiary designations for estate planning with lawyer and tax specialist Nawel Izard. They explore the significance of naming beneficiaries on assets, the benefits of bypassing probate, the considerations for minors as beneficiaries, and the importance of careful planning to ensure assets are distributed according to one's wishes. The conversation focuses around the need for proactive and informed decision-making in estate planning that can help to avoid potential complications and ensure assets are passed on as intended.
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    30 m
  • Discovering segregated funds
    May 14 2024
    Join Peter Ward and John Natale as they discuss the features of segregated funds, and their benefits for retirement and estate planning. John also touches on the advantages of a GIA over a GIC, particularly in terms of tax implications and income splitting.
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    35 m
  • Anatomy of a recession
    Apr 10 2024
    Recessions are often talked about in the news and typically the result of lagging economic output caused by any number of reasons. But is a recession always bad? Join Peter Ward as he chats with Kevin Headland and Macan Nia, co-chief investment strategists with Manulife Canada, to find out more about recessions. Learn what a recession is, what it isn’t and everything in between.
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    35 m

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