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

Wealth Management Products

Investments

  • Mutual Funds

  • RRSPs

  • RRIFs

  • TFSAs

  • Stocks

  • Bonds

  • Daily interest Savings

  • GIC's

Insurance

  • Life (Term, Universal Life, Whole Life)

  • Mortgage Insurance

  • Critical Illness

  • Disability Insurance

  • Long Term Care Coverage

  • Annuities

  • Guaranteed Income Strategies

  • Segregated Funds

Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund. Manulife Securities Investment Services Inc. is a Member MFDA IPC

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
Manulife Securities Incorporated / Manulife Securities Investment Services Inc. 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 related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically

traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.  Mutual Funds are offered through Manulife Securities Investment Services Inc.

Insurance products and services are offered through ClearPath Wealth Management Inc.  Banking product and services are offered through referral.

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