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Do you have questions about the tools and resources below, or would like more detail?
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RRSP & TFSA LIMITS
Access the most current amounts for annual money purchase (MP), defined benefit (DB), registered retirement savings plan (RRSP), deferred profit sharing plan (DPSP), advanced life deferred annuity (ALDA), tax-free savings account (TFSA) limits, and the year's maximum pensionable earnings (YMPE) on the Government of Canada's CRA website.
GET INSURANCE PLANS ONLINE
Travel Insurance
When you or someone you know is travelling, choose the travel plan that’s right for you. Get help covering unexpected or emergency medical expenses when you travel – including COVID-19.
Health & Dental Insurance
Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones.
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.
ReadyWhen Digital Estate Planning
The right planning now means less stress for your family later
If you pass away without planning your Estate, it can cause a lot of complications and confusion for your loved ones. This can add an extraordinary amount of stress during an already stressful time.
ReadyWhen helps you proactively protect yourself and loved ones with just a few simple steps. By providing an accessible and secure digital vault, you can now easily create your Estate plan. With a step-by-step guide to help you identify and store the right information, your loved ones will be protected from the onset should the inevitable happen.
RazorPlan® CALCULATORS*
A series of free financial calculators for advisors and clients, powered by RazorPlan financial planning software.
Budget Planner
Organize your monthly cash flow to find additional dollars you can use to achieve your financial planning and retirement goals.
Life Insurance Needs
The Life Insurance Needs Calculator lets you estimate the amount of life insurance coverage you and your spouse / partner require.
Mortgage Calculator
Calculate the impact various payment assumptions will have on the number of years until your mortgage is paid.
View all RazorPlan Calculators ↗
MORE 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.
CRA Tax Tips ↗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
The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.
With everything going on, you may be thinking about your coverage... so we thought we’d take a minute to talk about how insurance works.