NEED ANSWERS?
Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail?
Don't hesitate to reach out to us today, we're happy to help!
From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.
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
- My Service Canada Account (MSCA)
- CRA My Account for Individuals
- Manulife Canada
- Manulife Bank
- Find a Manulife Bank form
- Canada Revenue Agency
- Canadian income tax rates
- CPP retirement pension
- Financial Literacy
- Investing basics: Getting started
- Manulife Current Bank Rates
- Retirement Planning
- Retirement Planning - Canada
- Credit reports and scores
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 ↗
NAVIPLAN® PRECISION PLANNING CALCULATORS
Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers you to tailor every planning strategy from simple goal-based assessments to advanced cash flow planning analysis. Generate a custom report, and email it to us to start customizing your plan today!
Sign In to NaviPlan Client Portal ↗
Retirement Assessment
No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.
Major Purchase Assessment
Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.
Education Assessment
Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?
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.
INSIGHTFUL VIDEOS & ARTICLES
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.
Plan and learn
With the right information, it’s easier to make smart decisions. That’s why we put these resources together.