Skip to main navigation Skip to submenu Skip to main content Skip to footer
  • Clients
  • Advisors
  • Sign in
  • FR
  • Manulife logo
  • Search
  • Sign in
  • Manulife logo
  • Manulife
  • Clients
  • Advisors
  • Our firms
    • Our firms
    • Manulife Securities Incorporated
    • Manulife Securities Investment Services Inc.
    • Manulife Securities Insurance Inc.
    • Our partners
    • Corporate offices
      • Waterloo office
      • Toronto office
    • Update on Covid-19
  • Resources
    • Resources
    • Learning Centre
    • Investor Education Centre
  • Careers
    • Careers
  • Value of advice
    • Value of advice
    • Investing in your future
    • Retirement planning
    • Business planning
  • About us
    • About us
    • Our partners
    • Corporate offices
  • Opportunities
    • Opportunities
    • Programs
    • Education
    • Recognition
    • Support
    • Technology
  • Careers
    • Careers
    • Doing business with us
    • Advisor testimonials
    • Regional contacts
    • Make a change
  • Repsource
    • Repsource
  • Contact us
  • Français
/content/global-microsites/manulife-securities/en_CA/clients/resources/investor-education
Manulife Securities logo Clients
  • Our firms
    • Skip the submenu
    • Manulife Securities logo
    • Our firms
    • Manulife Securities Incorporated
    • Manulife Securities Investment Services Inc.
    • Manulife Securities Insurance Inc.
    • Our partners
    • Corporate offices
      • Waterloo office
      • Toronto office
    • Update on Covid-19
  • Resources
    • Skip the submenu
    • Manulife Securities logo
    • Resources
    • Learning Centre
    • Investor Education Centre
  • Careers
    • Skip the submenu
    • Manulife Securities logo
    • Careers
  • Value of advice
    • Skip the submenu
    • Manulife Securities logo
    • Value of advice
    • Investing in your future
    • Retirement planning
    • Business planning

Investor Education Centre

On this page
  • Estate Planning
  • Tax Planning
  • Protect your money
  • Investing basics

Estate Planning

Estate planning 101

Learn the basics of estate planning so you can protect your legacy and loved ones.

Do you need an estate plan?

Find out why estate planning is important at every age and when you need to review your plan.

Trusted contact person

Learn why naming a trusted contact person provides extra protection from elder abuse.

An older man holds his hat playfully over his adult daughter's head.

Who will speak for you

Choose the right person to make financial decisions for you through a power of attorney.

A professional in a suit talks to a young couple at a conference room table.

Understanding the role of an executor

Make sure you know what's involved when someone asks you to be an executor.

A baby laughs in her mother's arms while both parents smile back at her.

Passing it on

Avoid these common wealth transfer pitfalls with appropriate planning.

A mother holds a newborn baby in a protective embrace.

Choosing a guardian for your child

Follow these tips on choosing a guardian to make sure you have a say in your child's future.


Tax Planning

The "bigger bang" RRSP strategy

Get a "bigger bang" from your RRSP contribution with an RRSP loan. See the cost-benefit analysis.

Spotlight on investment tax rates

Learn how interest, dividends and capital gains are taxed in a non-registered (taxable) account.

Should I contribute to a TFSA, an RRSP, or both?

Compare TFSAs to RRSPs to decide where to put your contribution this year.

A family is seen from overhead, sharing a meal.

Taxation of investments 101

Understand how investments are taxed, including mutual funds, segregated funds, stocks and bonds.

A man in business attire taps a smart watch.

Could you be paying too much tax?

Learn eight strategies to lower your tax bill.


Protect your money

The right fit

Get tips on finding the right financial advisor to help you meet your life goals.

Defeating fraud

Protect yourself from telephone scams and fraud associated with credit cards, cheques and mail.

What you need to know about mutual fund fees

Learn about the fees mutual funds charge and the value you get for what you pay.

A woman seen from above looks at her laptop screen while holding a book.

Take action against fraud

Learn how to recognize scams and protect your financial assets.

A man takes a phone call while his young son snacks at his desk.

Taking aim at COVID-19 fraud scams

Find out how scammers are targeting the vulnerable during the coronavirus pandemic.

A person silhouetted by the sun paraglides above the clouds.

Risk and investing

Understand the risks of "low-risk" and "high-risk" investments, and learn three strategies to manage risk.

Some doors are padlocked and others are not in a row of orange lockers.

Prevent and protect

Protect yourself from online financial fraud and learn what to do if you suspect you've been scammed.


Investing basics

Broaden your investment horizons

Learn how asset allocation works, and why it can help to reduce risk and improve returns over the long term.

Understanding the difference between a personal advisor and “robo-advice”

Compare software-driven robo-advice to the services, analysis and value a human advisor can provide.

Back to basics

Learn basic, tried and true strategies that will help you invest successfully.

The ABCs of ETFs

Here's what exchange-traded funds (ETFs) can add to your portfolio, whether they're passive or add a dash of active management.

Steady hands on the wheel

When markets are volatile, take control with these three strategies.

Five financial tips to start the year off right

Five tips to keep in mind as you plan the financial year ahead.

Find an advisor

Quick links

  • Find an advisor
  • Unclaimed property

About Us

  • For clients
  • For advisors

Manage/Support

  • Trade-matching statement

Connect

  • Contact us
  • Français
  • Manulife Canada
  • Sitemap
  • Legal and Disclaimers
  • Privacy policy
  • Accessibility
  • Copyright 1999-2019nineteen ninety nine to two thousand and nineteen The Manufacturers Life Insurance Company

Manulife Securities Logo