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
Tax planning
Browse by
-
Professional Corporations Offer Tax Breaks
Many professionals in Canada can now incorporate their practice. Who's included? Who's a good candidate for incorporation? What are the pros and cons?
Read more
-
Investments owned by private corporations – Some considerations
Issues to consider when operating companies and holding companies own Manulife Investments GICs, Manulife segregated fund contracts, or other investments.
Read more
-
Exchange Traded Funds Taxation: Déjà vu all over again
Exchange-traded funds are taxed similar to mutual fund trusts, but are generally more tax-efficient. Here's what you need to know.
Read more
-
Ideal Candidates for Mutual Fund Corporations
A Mutual Fund Corporation is a taxable entity made of different funds that offers tax benefits for non-registered accounts, and helps meet investment goals.
Read more
-
Corporate class mutual funds: a trust for minors
Tax benefits of using corporate class mutual funds in a trust for a minor, making returns both taxable in minor's hands as capital gains, and non-attributable.
Read more
-
Registered Education Savings Plans (RESPs) - The facts
An RESP is a tax-assisted plan that can help save money for post-secondary education. Contributions to an RESP are not tax-deductible, but the money inside the plan will grow tax-deferred until it’s withdrawn for a post-secondary educational program. In addition, there are grants and incentives available from the government of Canada and certain provinces to help build education savings.
Read more
-
Charitable Giving: The facts
This guide provides a full overview on everything regarding charitable giving. The guide explores the various charitable giving options including donating cash, gifts in kind, donating registered plans, bequests, donating the proceeds of insurance and more. The tax guidelines for charitable donations is also discussed.
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
-
Lower the family tax bill — using loans for income splitting
High-income earners can lend money to family members in a lower tax bracket to invest. Even after interest, the tax savings on any gains can be substantial.
Read more
-
Access retirement savings during a pandemic
Comparing Quebec’s COVID temporary income measure to a suggested RRSP withdrawal COVID measure.
Read more