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PDF version 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.
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
Advisor News
UPCOMING CALLS:
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:
Speaker / Topic | Link |
Global Thematic Opportunities (March 30th) | Click here to access it. |
Kevin Headland (Capital Markets) (March 25th) | Click here to access it. |
Canadian Fixed Income (March 23rd) | Click here to access it. |
Manulife Women’s Day Event (March 9th) | Click here to access it. |
Frances Donald & Jamie Robertson (Capital Markets) (March 2nd) | Click here to access it. |
