top of page

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​

​Offered through Manulife Wealth Inc.

  • RRSPs

  • RRIFs

  • TFSAs

  • RESP

  • Mutual Funds

  • Stocks

  • Bonds

  • Daily interest Savings

  • GIC's

​

Insurance

Offered through Clearpath Wealth Management Inc

  • Life (Term, Universal Life, Whole Life)

  • Mortgage Insurance

  • Critical Illness

  • Disability Insurance

  • Long Term Care Coverage

  • Annuities

  • Guaranteed Income Strategies

  • Segregated Funds

ClearPath Wealth Management is a trade name used to carry on business related to life insurance and stock, bonds and mutual fund products. Investment dealer dealing representatives (“investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Mutual fund dealing representatives (“mutual fund advisors”) registered with Manulife Wealth Inc. offer mutual funds. Insurance products and services are sold through ClearPath Wealth Management Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization (CIRO) and the Canadian Investor Protection Fund (CIPF). Manulife & Stylized M Design, Stylized M Design and Manulife Wealth are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates, under license.

©2019 by ClearPath Wealth Management. Proudly created with Wix.com

bottom of page