facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Your Client Resources


NaviPlan® Precision Planning Calculators

Built on the most precise calculation engine in the financial planning market, NaviPlan® empowers you to tailor every planning strategy from simple goal-based assessments to advanced cash flow planning analysis. Generate a custom report, and email it to us to start customizing your plan today!

Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use the Retirement tool

Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use the Major Purchase tool

Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it? 

Use the Education tool


Advantage Bank Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT

Internet Banking Login 

Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week.

CLIENT LOGIN

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.

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
Will Planning Checklist

Savings/Retirement Calculator

$
$
%
 
$

Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value.

Credit Card Payment Calculator

$
%
 
$

Provided for illustration purposes only. The Credit Card Payment Calculator results are based on the information you provide and assume that the interest rate on your credit card will not change. Actual rates may vary and will affect the calculated monthly payment. The credit card monthly payment amount does not include any additional fees charged by your credit card company.

Bank Loan Calculator

$
%
 
$

Provided for illustration purposes only. The Bank Loan Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

Auto Loan Calculator

$
%
 
$

Provided for illustration purposes only. The Auto Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.


The 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 calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.