Solutions to go

著者： Manulife Peter Ward Solutions
無料で聴く

  • サマリー

  • Welcome to the Solutions to go podcast – your source for information on investing, insurance, banking, tax planning, and healthy living in Canada.
    2022 Manulife
    続きを読む 一部表示

あらすじ・解説

Welcome to the Solutions to go podcast – your source for information on investing, insurance, banking, tax planning, and healthy living in Canada.
2022 Manulife
個人ファイナンス 経済学 心理学 衛生・健康的な生活 個人的成功
続きを読む 一部表示
エピソード
  • The great mortgage renewal

    The great mortgage renewal
    2024/07/25
    In this episode, Peter Ward welcomes David Frazer from Manulife Bank to discuss the challenges homeowners face with mortgage renewals in a higher interest rate environment. Discover the various options available that can help ease the impact on household budgets. Tune in for expert advice and practical solutions.
    続きを読む 一部表示
    35 分
  • What’s in a name? Understanding beneficiary designations.

    What’s in a name? Understanding beneficiary designations.
    2024/06/25
    In this episode, Peter Ward discusses the importance of beneficiary designations for estate planning with lawyer and tax specialist Nawel Izard. They explore the significance of naming beneficiaries on assets, the benefits of bypassing probate, the considerations for minors as beneficiaries, and the importance of careful planning to ensure assets are distributed according to one's wishes. The conversation focuses around the need for proactive and informed decision-making in estate planning that can help to avoid potential complications and ensure assets are passed on as intended.
    続きを読む 一部表示
    30 分
  • Discovering segregated funds

    Discovering segregated funds
    2024/05/14
    Join Peter Ward and John Natale as they discuss the features of segregated funds, and their benefits for retirement and estate planning. John also touches on the advantages of a GIA over a GIC, particularly in terms of tax implications and income splitting.
    続きを読む 一部表示
    35 分

Solutions to goに寄せられたリスナーの声

カスタマーレビュー：以下のタブを選択することで、他のサイトのレビューをご覧になれます。

Audible.co.jp

Amazon.co.jp
レビューはまだありません。