Client Resources

Spring 2021

• Solutions Spring 2021
• 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
• 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
• Details on the New COVID-19 Federal Benefits
• Business Implications of COVID-19
• BC COVID-19 Dashboard
• BC Recovery Benefit

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
• Personal Tax & RRSP Tax Savings
• OAS Clawback
• Rent or Buy a Home

Government Resources

• Money Facts 2021 – BC
• Money Facts 2021 – 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
• Details on the New COVID-19 Federal Benefits
• The Little Black Book of Scams

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
• Dying with Dignity Canada – Advance Care Plan AB
• Dying with Dignity – Advance Care Plan BC
• Understanding Mutual Fund Trust Distributions
• 211
• Do You Know Where Your Financial Documents Are?
• The Importance of Talking to Your Children about Money
• Sustainability Accounting Standards Board
• Task Force on Climate-Related Financial Disclosure
• United Nations Sustainable Development Goals

Podcasts We Like

• CBC – Ideas with Nahlah Ayed
• Mawer – the art of boring
• Manulife – Investments Unplugged with Philip Petursson
• Julie’s Library
• Born and Raised: A dive into modern Canadian immigration stories focusing on keystones of the immigration experience such as food, family, and identity.
• Cool Canadian History: The most pivotal moments in Canadian history described in a family-friendly podcast.
• Personal Best: A self-improvement podcast dedicated to helping you reach your “personal best” through story.