Client Resources

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Can't find what you are looking for? Do you have questions about the resources below, or would like more detail?

FINANCIAL RESOURCES

Tax Tips & Tools

Try these helpful links and articles to learn more about your taxes.

CRA Tax Tips ↗

CRA Filing your Taxes Q&A ↗

Charities and Giving ↗

Homeowner tax credits you should know about ↗

Understand your notice of assessment ↗

Source: Government of Canada

Helpful Links

Estate Planning Tools

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.

WILL PLANNING WORKBOOK ↗

Estate Planning Questionnaire for Business Owners ↗

Checklist of Executor’s Duties ↗

Why Do I Need A Will? (Brochure)

FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

InsureRight Quick Quote ↗

Find out how much insurance you may need to help protect your family.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculators ↗

Determine what you can afford, and estimate what your expected payments may be.

Financial Goal CALCULATOR ↗

Calculate how to pay down your debt and reach your financial savings goals.

Retirement Income Calculator ↗

Estimate your retirement income, employer pensions and other sources of income.

Retirement Savings Calculator ↗

Find out how much you will need to save for your retirement savings goal.

Tax-free Savings Calculator ↗

See how your savings can grow faster inside a TFSA than in a taxable investment.

*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

For more information on Manulife Bank, visit https://manulifebank.ca

Manulife Bank Accounts

Find the account that’s right for you. Bank with confidence through one of the Manulife Bank accounts.

OPEN YOUR ACCOUNT ↗

Manulife Bank Mobile

Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.

MANULIFE VITALITY

Live Healthy. Earn Rewards.

We want you to live your longest, healthiest life. That’s why there’s Manulife Vitality - a program that can reward you for all of the little things you do to stay healthy. Learn more

INSIGHTFUL VIDEOS & MAGAZINES

Beware of Scammers

Protect your personal information
and beware of scammers pretending to be the Canada Revenue Agency!

Insurance 101

Get a look inside the world of insurance and learn how insurance companies can provide protections against life uncertainties.