The Value of Advice
Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.
Insurance Solutions
It's not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:
- Life Insurance
- Critical Illness Insurance
- Disability Insurance
- Health & Dental Insurance
- Travel Insurance
Education Planning
Studies show that Canadians with post-secondary education tend to earn more than those without. However, the cost of post-secondary education in Canada continues to steadily rise. As education costs continue to climb, the importance of starting the save early is vital. Registered Education Savings Plan (RESP) are the most effective means of saving for a child’s education. The Canadian government encourages saving for education early by providing the Canada Education Savings Grant (CESG). Ultimately, the combination of tax deferral through an RESP and the CESG ensure that your education savings are maximized.
Retirement planning
To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.
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Estate Planning
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.
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Investment Solutions
An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives. Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:
- Registered retirement plans (RRSP, RRIF) & Registered disability savings plan (RDSP)
- Registered education savings plan (RESP)
- Tax-free savings account (TFSA)
- Mutual Funds, GIC’s & Bonds
Banking Solutions
Banking today is about instant access – whether you're paying with a tap, transferring money, depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.
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Group and Business Solutions
Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:
- Group benefits & Group retirement
- Group pension
- Competitive employee benefits
- Business and key-person insurance