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The 100-year life: why Gen Xers shouldn’t rely on inheritance to fund retirement

How will the changes to capital gains affect you?

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In this episode of our quarterly webinar, we take a close look at the impact of the federal budget on Canadian high-net-worth investors, specifically the changes to capital gains.

The announcement to increase the inclusion rate on capital gains over $250,000—including profits from the sale of assets such as stock or property—from 50% to 66.7% is likely to have far-reaching consequences for many investors.

In the video, Manulife’s Head of Tax, Retirement, and Estate Planning Service Hemal Balsara discusses how the changes might affect Canadian high-net-worth investors and considers how best to navigate the new rules.

Topics covered include:

  • Understanding the changes to capital gains
  • Assessing the impact on individuals and corporations
  • Portfolio planning in the new tax environment

Watch the replay:

Download a Transcript

Should you wish to learn more about the topics presented or offerings on our platform, please reach out to your investment counsellor or a member of the Manulife Private Wealth team.

Manulife Private Wealth is a division of Manulife Investment Management Limited and Manulife Investment Management Distributors Inc. Investment services are offered by Manulife Investment Management Limited and/or Manulife Investment Management Distributors Inc. Banking services and products are offered by Manulife Bank of Canada. Wealth & Estate Services are offered by Manulife Investment Management Limited.

Manulife, Stylized M Design, Manulife Private Wealth, Manulife Private Wealth & Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and its affiliates under license.

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