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Please find below links to timely market and tax related articles 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!

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.

Advisor News

• Manulife lowers fees on 7 mutual funds!
  • Manulife Global Balanced Fund
  • Manulife Global Monthly High Income Fund / Class
  • Manulife Asset Allocation Portfolios (4)

UPCOMING CALLS:

Global Thematic Opportunities Fund

March 30th @ 10 AM PST

Global equity markets have seen increased volatility—attributed to many things, including the Russia-Ukraine conflict. Join Gertjan van der Geer to hear insights on the global equity strategy and how his team constantly reassesses portfolio holdings in times like these. Despite current headwinds, they’re confident in the long-term outlook.

Register HERE

Climate Action Fund

April 6th @ 10 AM PST  

The Fundamental Equity team uses the Paris Agreement and science-based targets as a framework for their stock selection process, investing in companies with clear plans to reduce their carbon footprints. Join us to learn more about how they work towards this goal, and about how Manulife Climate Action Fund offers diversification to environmental investing.

Register HERE

TREPs Update; Life Lessons Learned in Tax and Estate Planning

April 12th @ 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

Available Replays: