HELPFUL LINKS | TAX TIPS | CRA | ESTATE PLANNING TOOLS | MANULIFE BANK | CALCULATORS | ORGANIZATIONS | VIDEOS
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 to get started ➠ Fact-Finder Questionnaire
GET INSURANCE PLANS ONLINE
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.
From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.
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
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 ↗
Checklist of Executor’s Duties ↗
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.
Internet Banking Login
Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week.
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 TOOLS & CALCULATORS
We are here to help. Contact us to help explain your results and what they mean for your situation.
InsureRight Needs Calculator ↗
Use your financial information today to help decide how much insurance you may need.
Budget Planner Tool ↗
Create your customized budget and receive personalized tips to improve your finances.
Financial Goal CALCULATOR ↗
Calculate how to pay down your debt and reach your financial savings goals.
Retirement Income Calculator ↗
Estimate your retirement income, employer pensions and other sources of income.
Retirement Savings Calculator ↗
Find out how much you will need to save for your retirement savings goal.
*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.
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 ↗
SIGN UP NOW FOR VITALITY ↗
Learn your Vitality Age ↗
ORGANIZATIONS WE LOVE
- Habitat for Humanity
- Lakefield Literary Festival
- Kawartha Rotary
- Rotary International
- 4th Line Theatre
- Kawartha Chamber of Commerce and Tourism
- Peterborough Chamber of Commerce
- Women's Business Network of Peterborough
- Peterborough Estate Planning Council
- 100 Women Peterborough
- Performing Arts Lakefield
Regulatory, Licensing and Registrations
- CDIC Canadian Deposit Insurance Corporation
- FSCO Financial Services Commission of Ontario
- IIROC Investment Industry Regulatory Organization of Canada
- OSC Ontario Securities Commission
Designating Bodies, Professional Associations and Educational Groups
- Advocis the Financial Advisors Association of Canada
- CAFA Canadian Association of Farm Advisors
- CIFP Canadian Institute of Financial Planners
- FPSC Financial planning Standards Council
- STEP Society of Trust and Estate Practitioners
- Canadian Securities Institute
- FP Canada
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.