We provide unlimited resources and tools to customize the investment portfolio that is uniquely tailored to each client!
The goal is to optimize a strategy that; lowers investment fees, investment risk, and taxes.
Products and services include:
- Stocks, Bonds, Mutual Funds
- Pension plans: (Group RRSP, personal RRSP, TFSA)
- US Dollar and Canadian Dollar; Non-Registered Portfolios
- Corporate & Holding-Company Investment Accounts
Tax efficient investment planning (IPP, Corporate Class, Retirement Cash-Flow Planning)
- Banking and mortgage products (Manulife Bank)
- Monthly savings plans
- Monthly withdrawal plans
- Online client access
Wealth Management Planning
Your first step will be to meet with experienced professionals. Over a series of meetings, we will prepare a detailed analysis of your current investment portfolio and plan to determine whether it will achieve your goals.
Once our analysis is complete, we will explain how your estate plan will unfold, what your beneficiaries can expect, and our recommendations on how it might be improved to meet your goals. If you choose to accept our recommendations, we will work with your attorney to implement a new estate plan or incorporate techniques to complement your existing plan.
Manulife Securities Disclaimers