Can't find what you are looking for? Do you have questions about the resources below, or would like more detail? Don't hesitate to reach out to us today, we're happy to help!
Some big changes are happening!
Important changes at Manulife Wealth
(formerly Manulife Wealth Inc.)
Our firm is undergoing a business and digital transformation to better serve you. On January 1, 2024, our name changed from Manulife Wealth Inc. to Manulife Wealth. We also announced our strategic agreement with Fidelity Clearing Canada, who becomes our new carrying broker for your accounts on April 1, 2024.
Things to note for April 2024
- Contact me after April 1, 2024, so I can help you register and sign up for the new Investor Portal.
- New carrying broker.
- Two statements for April.
- New account numbers.
From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.
Manulife Vitality
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
CLIENT LOGINS
For more information on Manulife, visit www.manulife.ca
Group Benefits Online
Manulife group benefits plan members can now submit their claims online.
Group Retirement Online
Manulife group retirement members can log in to their account here.
Manulife's Mobile App
The only app you need to manage your Group Benefits and Group Retirement plans with Manulife.
For more information on Manulife Bank, visit www.manulifebank.ca
Manulife Bank Accounts
Find the account that’s right for you. Bank with confidence through one of the Manulife Bank accounts.
Internet Banking Login
Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week.
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.
Government of Canada
For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada
My Service Canada Account
Apply, view and update your information for Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS) .
CRA My Account
My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.
CRA My Business Account
My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.
*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.
Financial 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.
RESOURCES
Tax Tips & Tools
Try these helpful links and articles to learn more about your taxes.
Homeowner tax credits you should know about ↗
Understand your notice of assessment ↗
Source: Government of Canada
Helpful Links
- Manulife Canada
- Manulife Bank
- Canada Revenue Agency
- Canadian income tax rates
- CPP retirement pension
- Investopedia
- Financial Post
- Financial Literacy
- Investing basics: Getting started
- Manulife Current Bank Rates
- Retirement Planning
- Find a Manulife Bank form
- 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 ↗
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.
Plan and learn
With the right information, it’s easier to make smart decisions. That’s why we put these resources together.