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2023 Advisor Quick Reference Guide—coming soon! Thumbnail

2023 Advisor Quick Reference Guide—coming soon!

Produced by the Manulife Investment Management Canada Retail Marketing team, with input from the Tax, Retirement, and Estate Planning team, this guide is very popular with advisors. 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 will be available to order through CustomPoint by mid-February.

For more information, please contact us.