Government Links

Resources

Canada Revenue Agency

Pension and Post-Retirement Benefit

Description

Link to the CRA Tax Forms and Documents

Link to Online Services and Forms by Service Canada

 

Forms

Resources

Will Planning Workbook

Personal & Financial Organizer:

Household Budget Worksheet

Description

Obtain a Will planning workbook

Obtain a Personal & Financial Organizer

Obtain a Household Budget Worksheet

 

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.