As Investment Advisors and Insurance Advisors, our office is able to service clients in British Columbia, Alberta, Ontario.

Please fill out the form below and our team will be in touch as soon as possible.
Office Address

Suite 103 – 9523 Main Street
Summerland, BC
V0H 1Z0

Contact Numbers

Phone: (250) 494-1130
Toll Free: (888) 403-9392
Fax: (888) 820-3981

Stocks, bonds, mutual funds and financial planning are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company.