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Our Wealth Management Services

Financial Planning

  • Clarify your current financial picture
  • Establish your future goals and needs
  • Build a financial roadmap to get where you want to be

Retirement Planning

  • Help you build a nest egg to provide the retirement lifestyle you desire
  • Develop an investment portfolio to provide you with the most tax efficient, retirement income possible
  • Determine future income requirements that will fund your desired lifestyle

Estate Planning

  • Protect your family’s assets from risk and unexpected loss
  • Facilitate a timely and tax efficient transfer of wealth to your family on your terms
  • Minimize probate fees on your estate

Education Planning

  • Establish funding for your children's education

Tax Planning

  • Provide you with tax minimization strategies

DISCLAIMER:

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

Deposit Instruments: GICs, Canada Savings Bonds;

Fee for Service Financial Planning;

Estate Planning;

Tax Planning or Income Tax Preparation;

Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

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