Client Resources

Fall 2020

• COVID-19 Economic Recovery Dashboard
• Online Support Options for the Young and Young of Heart
• Online Learning Activities for Kids
• Johns Hopkins COVID-19 Map
• Small Business BC COVID-19 Resources
• COVID-19 BC Provincial Support and Information
• CBC COVID-19 Government Benefits Guide
• Government of Canada Coronavirus Key Information
• Government of Canada COVID-19 Economic Response Plan
• The Federal Government’s “find financial help during COVID-19″Tool

Financial Institutions

• Client Access
• Manulife Bank Access
• Personal Extended Health & Dental Insurance
• Travel Insurance
• Assuris – Protecting your life insurance

Calculators

• Income Tax Calculator
• Retirement Assessment
• Education Assessment
• Major Purchase Assessment
• Insurance Assessment
• Budget
• Mortgage
• Charitable Donation Tax Credit
• Loan Amortization
• OAS Clawback
• Personal Tax & RRSP Tax Savings
• Rent or Buy a Home

Government Resources

• Money Facts 2020 – BC
• Money Facts 2020 – AB
• What Age To Start Your CPP
• Estimating Your CPP Retirement Income
• My Service Canada
• What To Do When Someone Dies
• Canada Pension Plan (CPP) Application
• Old Age Security (OAS) Application
• Social Insurance Number (SIN) Application
• BC Medical Services Plan (MSP) Application
• BC Property Tax Deferral Program

Further Reading

• Financial Planning for Canadians
• Retirement Planning Guide
• Homebuyer’s Guide
• Historical Investment Returns
• Family Caregivers of British Columbia
• BC Caregiver Referral & Consent Form
• Caregivers Alberta
• Solutions – Fall Edition