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Please find below links to timely market and tax related articles that you can share with clients. You will also find a listing of all upcoming Portfolio Manager calls. If you have any questions, please let us know!

Capital Markets Strategy Team Q2 2022 Chartbook

• Now available, please see the first attachment!

2022 Advisor Quick Reference Guide

• Available within this link!

Andex Charts

• Our 2022 chart is now available! PDF can be found attached.

Client Friendly Materials

Latest Viewpoints from our PMs, Capital Markets and TREPs teams can be found here.

• Most recent discussion points include;
  • Market Volatility
  • Inflation
  • Fixed Income

Tax Commentary

• Tax Planning in a volatile environment. (why some investors can receive tax slips when they see negative performance)
• Understanding your tax slip.
• Working from home?  Don’t miss out on valuable tax savings.
• 2021 Segregated Fund allocations are now available.

UPCOMING CALLS:

TREPs Update; Life Lessons Learned in Tax and Estate Planning

April 12^th @ 10 AM PST 

Listen in as John Natale discusses several real-life examples that demonstrate the consequences of being unprepared with your tax- and estate-planning. John will review the mistakes made and suggest different alternatives and solutions that your clients may be able to use to make sure they’re not the next life lesson!

Register HERE

Capital Markets Strategy Team; Market Update Call

April 20^th @ 10 AM PST 

Kevin Headland and Macan Nia, Co-Chief Investment Strategists at Manulife Investment Management, offer their thoughts on this question, looking at the latest happenings in the world as they relate to market performance, the economy, and investment portfolios. Where may things go in the short and long terms? Join us to find out.

Register HERE

Available Replays: