The premier CE destination for Canada's financial and insurance professionals

Personal Tax Preparation Planning: Advisors' Virtual Tax Preparation Companion

Get ready for tax season with this helpful guide for financial advisors.

Tax-efficient planning is important to your client, and this course helps you get organized so you can provide it.

In this video, Michael Kulbak of Kulbak Trust Solutions helps you stay on top of tax time as he discusses how to prepare for the season before meeting with clients and what to discuss with them when you meet. The course focuses on clients' changing circumstances, compared to prior years, related to income, deductions, and credits, and it highlights tax-related changes from the 2022 federal budget.

Kulbak also walks you through three client cases — a new client, an existing client, and a deceased client — outlining items to address such as the principal residence exemption, retiring allowances, spousal support, and capital losses.

After taking this course, you’ll know:

• how to get organized ahead of a meeting with clients
• the importance of engagement letters
• what new client information is required ahead of preparing a tax return
• topics to query clients about and the changes to assess regarding their incomes, deductions, and credits
• tax-related highlights from the 2022 federal budget
• common client scenarios and misunderstandings to address

Protecting Retirement from Inflation

Inflation has soared in the past year. While this has affected all clients, retirees, and pre-retirees are particularly challenged. What investment strategies can financial advisors employ for this group in this market environment? How can these clients take advantage of rising interest rates? What tax-planning strategies can clients employ to make the most of their investments? What role can government benefits play? 

In this virtual roundtable, hosted by Advisor’s Edge and Investment Executive, experts tackle these questions and more. 

Sponsored by Manulife Investment Management, Sun Life Global Investments, and TD Asset Management.

Back to Basics. Back to Bonds

You’ve heard that bonds are dead, given the current environment.

But a $5.3-trillion industry¹ doesn’t die in times like this — it adapts. Bonds have been a stalwart of investment portfolios for decades, but to take advantage of new opportunities, those portfolios have to adapt to a new market reality.

Join Kevin Headland and Macan Nia, Manulife Investment Management’s co-chief investment strategists, as they chat with Dan Janis and Chuck Tomes of the global multi-sector fixed-income team (the team that manages the Manulife Strategic Income fund). They’ll explain why bonds have formed the basis of portfolios for so long and what value they continue to offer in a new rate environment.

With their insight, you’ll understand the opportunities that have opened up over the last year, and you’ll see why it may be time to get back to bonds.

¹Source: Securities statistics (statcan.gc.ca) | Q2 2022

Alternative ETFs: Learn How to Differentiate Yourself

Discover how alternative ETFs can answer investors’ needs with funds that seek to achieve positive returns in both positive and negative equity market conditions. 

Alternative ETFs are designed for investors aiming for stable positive returns and low volatility in all market conditions and will aim to provide uncorrelated returns with all asset classes. 

By taking this course, you'll learn how you can answer investors’ needs with alternative ETFs that seek to generate alpha through unique long/short equity strategies.