Going through a change

Get the information you need to plan and protect yourself and your family as life changes.

Leaving your job can give you a lot to think about

Figuring out what comes next can be stressful or exciting or both. Keeping your savings on track can feel like just one more thing to figure out. Let us help you make it easier.

Wondering what to do with the money you’ve saved? Let us help you decide what's right for you. 

Learn how an advisor can help

Something to think about

  • Take stock of your financial wellness

  • Revisit your goals

  • Review your budget

  • Revisit your investor strategy

  • Get expert financial advice

  • Never stop learning

Focus on your goals to help lower your financial stress

Five minutes is all you need! Check out our Financial Wellness Assessment to learn how it can help you:

  • See a clear picture of your financial situation
  • Get a personalized action plan
  • Reduce stress related to your finances
  • Improve your overall well-being

Simplify your life—keep your savings in one place

Do you have savings outside Manulife? Consider moving it to your Manulife group plans. One website, one sign in—one less thing on your to-do list.

A few good reads

Sharing your future—and your future goals

Sharing your life with someone you care about can mean sharing your financial planning with someone you care about too. The possibilities can be exciting, but sometimes challenging to sort out.

Let us help you focus your plans on the goals you want to reach—together

Something to think about

  • Revisit your goals

  • Review your budget

  • Get expert financial advice

  • Update your beneficiaries

  • Update your address

  • Talk to your partner about money

Are you saving enough for your retirement?

Set a goal to help you retire the way you want!

  • Get a plan and get motivated
  • Guidance and advice just for you
  • Know you're on track

A few good reads

What is estate planning?

Estate planning. Also known as: Writing down what you want to happen—to you, your loved ones, your money, and your stuff—in case of the unexpected. To make it easy, we’ve made you a playlist.
Read the viewpoint

Buying a home is one of the biggest purchases in your lifetime

Saving up a down payment, budgeting for your new mortgage payment, setting aside money for unexpected repairs—there’s a lot to plan for.

Let us help you feel ready and excited when you step over that threshold

Something to think about

  • Check up on your savings

  • Review your budget

  • Create an emergency fund

  • Give your savings a raise

  • Make the most of your plans

  • Update your address

What happens when you take money out of your RRSP?

Taking money out of your retirement savings can be a temptation when big costs come up. Before you make the decision to pull money from your RRSP, it’s important to understand what it means for your savings.

A few good reads

Staying on top of your goals, plans, and savings can be tricky right now

There are few tasks in life more all consuming and ultimately rewarding than raising a family. So take a deep breath and pat yourself on the back. Then let's work together on how your savings can help your family reach its goals.

We’ll help you manage your money so you can take care of your family

Something to think about

  • Revisit your goals

  • Give your savings a raise

  • Automate saving

  • Update your beneficiaries

  • Work on your estate plan

  • Talk to your kids about money

Even a small amount can make a big difference

See how adding a bit more to the amount you save each month can add a lot more to the amount you have to spend each month in retirement.

A few good reads

What is estate planning?

Estate planning. Also known as: Writing down what you want to happen—to you, your loved ones, your money, and your stuff—in case of the unexpected. To make it easy, we’ve made you a playlist.
Read the viewpoint