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We’ll always provide you links to publicly available information and resources. Beyond that, we’ll reach out to you every so often and invite you to read our resources. Beyond that, we’ll reach out to you every so often and invite you to read our newsletter, or attend our webinars, or to join us at a local meet up. Our resources are intended to help you be a better business person. Along the way, your feedback is requested to help us be a better service provider. Like we always say – we’re here for your success. It’s a partnership.
From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.
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.
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 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 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 ↗
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.