Our Services & Strategies

What We Can Offer You

Financial Management Planning & Advisory Services
  • Complete Financial Planning
  • Investment Portfolio Construction
  • Education Funding
  • Retirement Planning
  • Estate Planning
  • Managing in retirement
  • Cash Flow Management
  • Debt Management
  • Tax Optimization
  • Risk Management
  • Insurance
Wealth Management Strategies
  • Retirement Compensation Arrangements (RCA)
  • Individual Pension Plan (IPP)
  • RRIF, RRSP, LRSP, LIRA
  • CASH (non-registered accounts)
  • Trust, In-trust
  • Maximizing Portfolio Potential
  • Tax Free Savings Account (TFSA)
  • Estate Bonds
  • Registered Educational Savings Plan (RESP)
  • Registered Disability Savings Plan (RDSP)
  • Using Trusts to Protect Your Assets
Investments
  • Stocks
  • Real Estate Investment Trust
  • Preferred Shares
  • New Issues
  • High Interest Savings
  • Annuities
  • Flow-through Investments – Tax Shelters
  • Bonds, Debentures, GICs
  • Mutual Funds
  • ETF’s – Exchange Traded Funds
  • Segregated Funds (Seg Funds)
  • Indexes
Insurance
  • Life
  • Critical Illness
  • Disability
  • Long-term Care
  • Travel Insurance
We use our Holistic Wealth services in financial planning approach to assist people in managing their complete investment, insurance and debt portfolios.

Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.