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How it works Thumbnail

How it works

Series-T is a structure added to existing funds to provide a tax efficient cash flow for investors.

When the ACB=0 Thumbnail

When the ACB=0

Series-T funds can provide a stable cash flow for many years. But what happens when all of the original investment has been returned as tax efficient return of capital?

Death, fees and taxes Thumbnail

Death, fees and taxes

John Natale, Assistant VP, Manulife, covers strategies for ensuring a hard-earned nest egg left behind for loved ones is managed responsibly.