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.

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.