Tax Tips & Tools

Try these helpful links and articles to learn more about your taxes.

CRA Tax Tips ↗

CRA Filing your Taxes Q&A  ↗

Charities and Giving ↗

Homeowner tax credits you should know about ↗

Understand your notice of assessment ↗

Source: Government of Canada

Helpful Links

• Manulife Canada
• Manulife Bank
• Canada Revenue Agency
• Canadian income tax rates
• CPP retirement pension
• Investopedia
• Financial Post
• Financial Literacy
• Investing basics: Getting started
• Manulife Current Bank Rates
• Retirement Planning
• Find a Manulife Bank form
• Credit reports and scores

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.

WILL PLANNING WORKBOOK ↗

Estate Planning Questionnaire for Business Owners ↗

Checklist of Executor’s Duties ↗

Why Do I Need A Will? (Brochure)