Sign in
Investor accounts
Mutual Fund Account, Segregated Fund Contract details
Sign in to an investor accountRepsource (Private)
Access to your client information, secure messaging with Manulife, submit new business online, access compensation statements, view your recent transactions and top accounts.
Sign in to a Repsource (Private) accountSelect a location
Americas
Asia Pacific
Europe
Global
Select a business
Canada
Wealth and Asset Management
Other businesses
United States
Wealth and Asset Management
United Kingdom
My Test Region
Hong Kong
Wealth and Asset Management
Chile
Wealth and Asset Management
Latin America
Wealth and Asset Management
Australia
Wealth and Asset Management
China
Wealth and Asset Management
Indonesia
Wealth and Asset Management
Japan
Wealth and Asset Management
Malaysia
Wealth and Asset Management
New Zealand
Wealth and Asset Management
Philippines
Wealth and Asset Management
Taiwan
Wealth and Asset Management
Thailand
Wealth and Asset Management
Vietnam
Wealth and Asset Management
Austria
Wealth and Asset Management
Germany
Wealth and Asset Management
Italy
Wealth and Asset Management
Luxembourg
Wealth and Asset Management
Netherlands
Wealth and Asset Management
Other continental Europe
Wealth and Asset Management
Spain
Wealth and Asset Management
Sweden
Wealth and Asset Management
Switzerland
Wealth and Asset Management
Global
Wealth and Asset Management
Viewpoints about Transferring wealth
-
Considering Insurance Trusts¹ and the annuity settlement option
Passing on savings to the next generation? Your goals and possible scenarios will determine whether an annuity settlement option or a trust is the best option.
Read more
-
Alter ego trusts: an answer to enhance creditor protection (Quebec edition)
Alter ego trusts may provide creditor protection and offer efficiency in the case of incapacity.
Read more
-
RRSP segregated fund contracts — naming a successor annuitant or Joint Life
Naming a spouse as a beneficiary of your RRSP can be a simple and cost-effective way to pass on your RRSP at death. With an RRSP segregated fund contract, these benefits can be enhanced by naming your spouse as a successor annuitant or Joint Life on the contract. Using one of these designations, you can keep the current estate planning benefits already available with a beneficiary designation while adding more flexibility and choice for your spouse after your death.
Read more
-
Wills 101 (Quebec edition)
Need to make a will in Quebec? Follow our guide and learn about what happens if you do or do not have a will.
Read more
-
Taking capital gains or losses now to avoid estate and probate fees later
Triggering a capital gains tax bill to gain the wealth transfer benefits of segregated funds or insurance company GICs may increase an estate's final value.
Read more
-
The value of naming a beneficiary
Manulife segregated funds and GICs let owners name a beneficiary, and avoid probate, save substantially on fees, and maintain their confidentiality.
Read more
-
Canadian Taxation of Life Insurance
The tenth edition of Canadian Taxation of Life Insurance is now available. Current to August 1, 2019, this book has what you need to know about the taxation of life insurance and how life insurance strategies can enhance your clients' financial and estate planning.
Read more
-
Provincial probate/verification fees and tax chart
A reference chart which outlines probate fees and tax based on the value of an estate applicable to each province.
Read more
-
Alter ego trusts: the answer to probate fees? (national edition)
Alter ego trusts boast creditor protection and probate fee savings. But so do segregated funds and insurance GICs, which are simpler and more affordable.
Read more
-
Wills 101 (national edition)
Need to make a will? Follow our guide and learn about what happens if you do or do not have a will.
Read more