Client Resources
Your financial life doesn't have to be complicated.
Apply online for Insurance Plans
TRAVEL INSURANCE PLANS
Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or help cover emergency medical expenses.
HEALTH & DENTAL INSURANCE PLANS
Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plans are ideal for individuals and small businesses, offering flexibility and choice when group benefits come to an end.
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
- Manulife Canada
- Manulife Bank
- Canada Revenue Agency
- Canadian income tax rates
- CPP retirement pension
- Investopedia
- Financial Post
- Financial Literacy
- Investing basics: Getting started
- Manulife Current Bank Rates
- Retirement Planning
- Find a Manulife Bank form
- Retirement Planning - Canada
- Credit reports and scores
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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 ↗
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.
GET MANULIFE'S MOBILE APP
Manulife Mobile is 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
ADVANTAGE ACCOUNT
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, seven 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.
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 web browser.