Canada Revenue Agency
Pension and Post-Retirement Benefit
Link to the CRA Tax Forms and Documents
Link to Online Services and Forms by Service Canada
Will Planning Workbook
Personal & Financial Organizer:
Household Budget Worksheet
Obtain a Will planning workbook
Obtain a Personal & Financial Organizer
Obtain a Household Budget Worksheet
Traveling abroad or living abroad is a new normal for many people, but what happens if the traveler dies while off Canadian soil? Will the life insurance be valid and payout to beneficiaries?
Today’s women are more educated and have more significant job opportunities compared to previous generations.
For some people retirement is all about the numbers; the age you plan to retire, how much money you need, and so forth. We have built our planning processes in financial services based on numbers and algorithms in financial planning software...
In the Winter 2020/2021 edition:
You've got this - Being Agile in the face of uncertainty
Insurance products and Financial Planning services are offered through P & K Financial Inc. Mutual Funds are offered through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publicly traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.