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MK1734E - 2023 Advisor Quick Reference Guide
PDF - 2 MB

MK1734E - 2023 Advisor Quick Reference Guide

The 2023 Advisor Quick Reference Guide (MK1734E) includes all the latest tax rates and resources, conveniently in one booklet.

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Some of the information inside includes:

  • registered account information, account comparisons, contribution limits, and withholding tax rates
  • registered retirement income fund (RRIF) and life income fund (LIF) payment tables
  • tax-planning information for charitable donations and pension income splitting
  • latest tax charts with non-refundable tax credits, personal and corporate tax rates, and provincial probate fees

Print copies are available to order through Custompoint, or email TRS@manulife.ca for assistance with ordering. 

The 2023 Advisor Quick Reference Guide has been updated to reflect the RESP EAP changes as well as the Quebec withholding tax decrease.

Tax, Retirement & Estate Planning Services

Tax, Retirement & Estate Planning Services (TREPS) is an industry leading team of accountants, lawyers, and other specialists skilled in identifying opportunities for advisors and clients within changing regulatory and market environments. With extensive knowledge and experience in tax and legal matters related to investments, the TREPS Wealth team provides case-level advisor support while working with our sales teams.

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2023 tax rate card for Canada

Tax, Retirement & Estate Planning Services Team

Tax, Retirement & Estate Planning Services Team,  Manulife Investment Management

Tax planning for 2023? Combined federal and provincial marginal tax rates and tax brackets by taxable income source, plus some of the most common non-refundable tax credits, EI and CPP contribution amounts, and OAS and CPP benefit amounts, are all found in one place.
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