Frequently Asked Questions

  1. What is the maximum amount I can contribute to a TFSA account?
    • The contribution limit in 2017 is $5,500.00. Unused contribution room can be carried forward - to the end of 2017 the total contribution limit is $52,000.00, however more contribution room may exist! More information on TFSA accounts can be found here 
  2. What is the maximum amount I can contribute to my RRSP?
    • Contribution limit is 18% of your earned income, to a maximum (for 2017) of $26,010.00, less any pension adjustment amount for pension plan members. Unused RRSP room can be carried forward and used in a later year. More information on contribution limits can be found on the Canada Revenue Agency website
  3. I would like to mail a cheque for deposit to my Manulife Securities account. Where should I send the cheque?
    • All cheques should be sent directly to our office at: 1 – 25 Scurfield Blvd, Winnipeg, MB R3Y1G4.
  4. I would like to make a deposit/contribution to my Manulife Securities account. Who should I make my cheque payable to?
    • David Luke’s clients please make your cheques payable to: Manulife Securities Inc.
    • Drummond Brown’s clients please make your cheques payable to: Manulife Securities Investment Services Inc.
  5. Can I send a bank draft instead of a personal cheque for deposit to my Manulife Securities account?
    • Bank drafts and money orders, with Manulife Securities Inc. listed as the payee, are accepted for deposit; however, the cheque MUST indicate in the memo line the name and account number of the bank account the funds were drawn from. More information on Anti-Money Laundering (AML) regulations can be found here
  6. Can I set up my Manulife Securities account for online or telephone banking?
  7. I would like to update my address / beneficiary / banking information / phone or email address with you. How should I do this?
  8. Every month I receive trade confirmations in the mail and I would rather not receive them! Are you able to stop sending them to me?
    • Unfortunately, securities regulations state we are required to mail confirmations for all trades.
  9. When can I expect to receive my tax slips (T4RSP/T4RIF/T4A/T5/T5008/T5013/RL1/RL2)?
    • On an annual basis, all tax slips are required to be mailed to clients by March 31st.
  10. I would really love to subscribe to your blog / newsletter / Solutions magazine but I’m not a client. Can I still subscribe so I don’t miss out on any of your exciting news?