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    • Home
    • Our Team
    • Services
      • Our Process
    • Products
    • Tools and Forms
    • Features
    • Contact Us

Tools and Forms

Forms

  • Manulife Application Worksheet
  • Financial Questionnaire Condensed
  • Financial Questionnaire in Depth

Checklists and Workbooks

  • Your Will Planning Workbook
  • Checklist of Executor's Duties
  • Estate Planning Questionnaire
  • Checklist for Buy-Sell Agreements

Financial Calculators

  • RRIF/LIF/LRIF Calculator
  • Advantage of Early Investing
  • Mortgage/Loan Amortization
  • Mortgage Qualifier
  • Bank Loan Calculator
  • RRSP vs Mortgage Calculator
  • Life Insurance Needs Estimator
  • Budget Worksheet
  • Checklist for Buy-Sell Agreements
  • Retirement Assessment Calculator
  • RESP / Education Assessment Calculator
  • Major Purchase Assessment Calculator

 

Life Insurance Quote Disability Insurance Quote Critical Illness Quote Insurance Needs Calculator Travel Insurance Quote & Apply Now Health and Dental Quote & Apply Now Private Health Services Plan A Bank Account that Saves you More
 A Mortgage that Gives you More
 Sign In to Manulife Bank

These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculators.

Trevor Wells, CPA, CA, CFP
Financial Planner, Manulife Securities Incorporated
trevor.wells@manulifesecurities.ca
Phone: 250-860-6587
Bradley Bickley, B. Comm, CFP
Financial Planner, Manulife Securities Incorporated
bradley.bickley@manulifesecurities.ca
Phone: 250-860-6587
Susan Wells, B. Comm
Marketing Assistant, Manulife Securities Incorporated
susan.wells@manulifesecurities.ca
Phone: 250-860-6587
Manulife Securities
© 2021 Manulife Securities, all rights reserved.

Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically 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.

 

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insuance products and services are offered through ClearPath Wealth Management Inc. Banking products and services are offered through referral. 

 

Manulife and Manulife Securities are trademarks of the Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. 

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Trevor Wells