Websites & Client Access

A shortlist of websites that we use with our clients frequently. Bookmark this page so you have all of your resources in one place.

The Canada Revenue Agency

Manulife Bank of Canada Customer Login

Manulife Securities Client Access

Manulife Financial Group Benefits Plan Member Site Access

Globe Investor

Plan Member Secure Site

Service Canada

Helpful Guides

Here are some easy to read guides to give you an introduction to RESP's, TFSA's, and terms you might hear.


A list of calculators that you may find usefull to learn more about investing and insurance.

Ernst & Young's 2013 RRSP Tax Savings Calculator

Newsletters & Portfolio Manager Commentaries

Want to learn more about the markets but are unsure what websites to trust? Here is a list of newsletters and videos from portfolio managers that we follow.

Mawer Investment Management Quarterly Investment Newsletters

CI Cambridge Global Asset Management Quarterly Commentaries

Manulife Mutual Funds Porfolio Manager Videos & Podcasts

Fidelity Investments Portfolio Manager Videos & Podcasts