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HELPFUL LINKS | TAX TIPS | ESTATE PLANNING TOOLS | MANULIFE BANK | CALCULATORS | VITALITY | VIDEOS | CLIENT LOGINS
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FINANCIAL RESOURCES
Tax Tips & Tools
Try these helpful links and articles to learn more about your taxes.
CRA Tax Tips ↗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.
Estate Planning Questionnaire for Business Owners ↗
FINANCIAL TOOLS & CALCULATORS
We are here to help. Contact us to help explain your results and what they mean for your situation.
*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
The Advantage Bank Account
Start earning a high interest rate on all your money with a combined chequing and savings 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.