Solutions to go

By: Manulife Peter Ward Solutions
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  • Summary

  • Welcome to the Solutions to go podcast – your source for information on investing, insurance, banking, tax planning, and healthy living in Canada.
    2022 Manulife
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Episodes
  • The great mortgage renewal

    The great mortgage renewal
    Jul 25 2024
    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.
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    35 mins
  • What’s in a name? Understanding beneficiary designations.

    What’s in a name? Understanding beneficiary designations.
    Jun 25 2024
    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.
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    30 mins
  • Discovering segregated funds

    Discovering segregated funds
    May 14 2024
    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.
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    35 mins
Psychology Hygiene & Healthy Living Economics Personal Finance Personal Success
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