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Client Resources

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Can't find what you are looking for? Do you have questions about the resources below, or would like more detail?

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HELPFUL LINKS  |  TAX TIPS  |  ESTATE PLANNING TOOLS  |  MANULIFE BANK  |  CALCULATORS  |  VITALITY  |  VIDEOS  |  CLIENT LOGINS  |  FAQs & GLOSSARY


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.


FINANCIAL RESOURCES


From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.

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 ↗

Naviplan Retirement Tool

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.

Use the Retirement tool ↗

Naviplan Major Purchase Tool

Major Purchase Assessment

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use the Major Purchase tool ↗

Naviplan Education Tool

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? 

Use the Education tool ↗




*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.

Manulife Bank Logo

For more information on Manulife Bank, visit https://manulifebank.ca

The Advantage Account

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

OPEN YOUR ACCOUNT ↗

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.

MANULIFE VITALITY


Live Healthy. Earn Rewards.

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

SIGN IN TO YOUR ACCOUNT ↗
BECOME A VITALITY MEMBER ↗


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.


KNOWLEDGE CENTRE

We believe in the value of sharing financial knowledge.

As professionals in our industry, we understand the benefits and the risks associated with financial products and services, and work to keep you educated and informed so that you can feel confident in your financial strategy and future financial decisions.

FAQs


Do I need a financial Advisor?
Is my Securities Advisor Registered?
Which certifications should my financial advisor have?
What do I bring to an initial meeting?
What is Estate Planning?
Where can I find Tax receipts and slips?
What are trust services?


Glossary of terms


Annuities
Bonds
Guaranteed Investment Certificate (GIC)
High-interest savings account
Life Insurance
Mutual Funds
Registered Retirement Savings Plan (RRSP)
Registered Retirement Income Fund (RRIF)
Segregated Funds
Stocks
Tax-Free Savings Account (TFSA)
Term Life
Universal Life Insurance

An investment in knowledge pays the best interest.

Benjamin Franklin