Client Resources

Financial Institutions

• Client Access
• Manulife Bank Access
• Personal Extended Health & Dental Insurance
• Travel Insurance

Calculators

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

Government Resources

• Money Facts 2019
• 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 Deferred Property Tax Application

Further Reading

• Financial Planning for Canadians
• Retirement Planning Guide
• Homebuyer’s Guide
• Historical Investment Returns