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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!
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.
For more information on Manulife Bank, visit https://manulifebank.ca
Manulife Bank Accounts
Find the account that’s right for you. Bank with confidence through one of the Manulife Bank accounts.
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 https://www.manulifebank.ca/current-rates.html for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.
Financial Literacy
LifeMap
We’re pleased to offer LifeMap as resource for guidance beyond financial planning. While our work together focuses on financial clarity and planning, the life transitions you may be experiencing, such as retirement, downsizing, and caregiving, often come with concerns and questions. LifeMap provides support for your non-financial challenges, helping you to navigate change with confidence.
Here are two examples of many of the resources available to our clients, via LifeMap:
Do Mom and Dad Need Help?
You want to help your parents stay safe and enjoy the best quality of life as they age. Whether you see them often or only visit once or twice a year, this tool helps you track your observations about their well-being—so when important conversations arise, you can communicate with clarity and confidence.
Why use this tool: Gain peace of mind with a simple framework for noticing changes, reduce the stress of "am I overreacting?", and feel prepared when it's time to talk with family or seek professional guidance.
Design Your Dream Retirement.
Retirement opens up a world of possibilities that may have been on hold during your working years. This tool helps you explore what you'd love to experience, learn, or contribute -- and connects those dreams to what truly matters to you, so you can create a meaningful vision for this next chapter.
Why use this tool: Move beyond "what will I do all day?" to discover what excites you, prioritize what matters most, and turn big dreams into concrete first steps.
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.
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
Explore these helpful resources on banking, investing, and financial planning to support your overall financial wellness.
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 ↗