Resources

CPP Income Planning Guide

The Canada Pension Plan (CPP) is a mandatory contributory retirement plan that provides you with an inflation-indexed retirement pension, generally beginning at age 65. Read more.

OAS Old Age Planning Guide

For more information, click here.

Globe Advisor

For more information, click here.

TMX

For more information, click here.

Mackenzie Investments' RESP Guide

Download this guide to learn more about how to invest in your child's future with a Registered Education Savings Plan.

Saving/Retirement Calculator

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Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value.

Results received from these calculators are provided by Digital Agent and are designed for comparative purposes only and accuracy is not guaranteed. Manulife, does not guarantee the accuracy of any information available on this page, and is not responsible for any errors, omissions, or misrepresentations.

Estate Planning Resources

Will Planning Checklist

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.  Here is a checklist of some of the issues that should be discussed before you make your Will:

Personal Record Keeper

Take the time to document the important information in your life, such as your household accounts, savings and insurance plans, and who your professional advisors are. Not only is this a convenient way to keep a better handle on your personal and financial information, it also becomes an invaluable tool for your loved ones should anything happen to you.

Executor’s Handbook

When you become an Executor you are really becoming a legal Trustee with all the rights and responsibilities that come with that position. This handbook provides you with a solid overview of estate settlement and will hopefully provide you with some useful information and tools to expedite your responsibilities in a timely and competent fashion.