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HELPFUL LINKS | TAX TIPS | CRA | ESTATE PLANNING TOOLS | MANULIFE BANK | CALCULATORS | VIDEOS
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 ↗
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.
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.
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.
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.