Insights, prepared for clients.
Market commentary and selected perspectives from Manulife, original notes from my office, and a short list of resources worth keeping close.
Market commentary, monthly and quarterly.
Monthly and quarterly commentary from Manulife Wealth’s Capital Markets Strategy Team. Clear reads on what moved markets, and what to watch next.
Quarterly Client Letter — Q3 2026
A positive quarter for stocks as bond yields rose. Where markets, growth and inflation stand, and how to position a portfolio.
(PDF, opens in a new tab)Market Pulse — September 2026
Higher yields, a U.S. rate increase, and trade uncertainty. What moved September markets, and what to watch into year-end.
(PDF, opens in a new tab)Market Pulse — August 2026
AI investment, rising Treasury yields, and renewed trade tensions. What drove August markets, and what to watch into the fall.
(PDF, opens in a new tab)Market Pulse — July 2026
Mid-summer markets reminded investors that strong fundamentals don’t always translate into smooth performance. A look at what moved, and what didn’t.
(PDF, opens in a new tab)Market commentary prepared by Manulife Wealth’s Capital Markets Strategy Team. Views are those of the authors and may not reflect those of Manulife Wealth Inc. Not personalized financial advice.
Perspectives on planning.
Selected articles from Manulife on retirement, tax, estate planning and investor behaviour, refreshed each quarter.
Registered Retirement Savings Plan (RRSP) — the facts
How RRSPs work, tax-deductible contributions, and using an RRSP to build a sound retirement plan.
(PDF, opens in a new tab)RRSP? TFSA? RESP? Making the most of your savings options
Choosing the right mix of registered savings vehicles for your situation and goals.
(PDF, opens in a new tab)Wills 101 (national edition)
Why you need a will, the different types available, and how to make sure your assets are distributed as you intend.
(PDF, opens in a new tab)Five timeless principles for investing success
Discipline that keeps you focused on the long term, no matter what markets are doing.
(PDF, opens in a new tab)Articles are prepared by Manulife Investments for client distribution. Information is general in nature and should not be construed as personal investment, tax, or legal advice.
Practical notes, in my own words.
Memos coming soon
Original pieces on the topics I’m asked about most: practical answers rather than general commentary.
Useful resources.
A short list of government, regulatory and planning resources.
CRA — My Account
Secure online access to your personal tax information with the Canada Revenue Agency.
(opens in a new tab)CRA — My Business Account
Secure online access to your business tax accounts with the Canada Revenue Agency.
(opens in a new tab)Service Canada — CPP & OAS
Information on Canada Pension Plan and Old Age Security benefits.
(opens in a new tab)EY Tax Calculators
Personal income tax, RRSP savings, and other calculators in every province.
(opens in a new tab)Canadian Retirement Income Calculator
Government of Canada tool to estimate your CPP and OAS retirement income.
(opens in a new tab)Get Smarter About Money
Independent investor education from the Ontario Securities Commission.
(opens in a new tab)CIRO AdvisorReport
Look up the registration status and background of an advisor.
(opens in a new tab)Financial Consumer Agency of Canada
Government of Canada resources on banking, credit and managing your money.
(opens in a new tab)Links to third-party sites open in a new tab. RSG | Advisory is not responsible for their content or availability.