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Client Resources

Your Financial situation doesn't need to be complicated

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! 

CONTACT US

Important Dates & Information

  • 2020 TFSA limit: $6,000
    2019 RRSP limit: $26,500 | 2020 RRSP limit: $27,230  
  • March 2: Deadline to issue T4s, T4As, and T5s and for issuers of TFSAs to file their annual information returns.
    Deadline to contribute to an RRSP for the 2019 tax year (including Home Buyers’ Plan/Lifelong Learning Plan repayments).
  • June 1: Deadline to file personal income tax returns
  • June 15: Filing deadline for those self-employed and their spouses / common-law partners
  • Filing deadline for those self-employed and their spouses / common-law partners
  • Dec 31: Contribution deadline for Registered Education Savings Plans (RESP).
    Deadline to make charitable donations to be claimed for the 2020 tax year.

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
WILL PLANNING CHECKLIST

Group Benefits Online

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE

Group Retirement Online

Manulife group retirement members can log in to their account here.  

SIGN IN ONLINE

Manulife's Mobile App

Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

For more information on Manulife Bank, visit www.manulifebank.ca

The Advantage Bank Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN AN ACCOUNT

Internet Banking Login

Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week.

CLIENT LOGIN

Manulife Bank Mobile

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

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

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.

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.


Savings/Retirement Calculator

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Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value.

Credit Card Payment Calculator

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Provided for illustration purposes only. The Credit Card Payment Calculator results are based on the information you provide and assume that the interest rate on your credit card will not change. Actual rates may vary and will affect the calculated monthly payment. The credit card monthly payment amount does not include any additional fees charged by your credit card company.

Bank Loan Calculator

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Provided for illustration purposes only. The Bank Loan Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

Auto Loan Calculator

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Provided for illustration purposes only. The Auto Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

Call (780) 420-6445