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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.
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The services I offer include:
- Retirement Income Planning
- Estate Planning
- Group Benefits
- Pension Planning
- Insurance Planning
- Education Planning
- Charitable Planned Giving
The products I offer include:
Offered through Manulife Wealth Insurance Services Inc.:
- Segregated Funds
- Life Insurance
- Critical Illness
- Disability Insurance
- Annuities (including Variable Annuities or GMWBs)
- Group and individual Health and Dental plans
- Travel Insurance and Emergency Medical Insurance for Visitors to Canada
Offered through Manulife Bank: Mortgages - upon referral only
Any or all or these products and services are offered to either individual clients and/or for small business clients through various Group platforms (Group RRSP or Group RPP Pension).
Investment Solutions
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 for your needs, including:
- Segregated funds
- Annuities
- Guaranteed Investment accounts (GIA)
- Registered retirement plans (RRSP, RRIF)
- Tax-free savings account (TFSA)
- Registered education savings plan (RESP)
I can also work with several insurance companies to get best rate for the clients needs.
Insurance Solutions
We can provide you with the personalized support and advice to help you navigate the complex world of insurance and be sure that you’re getting the right coverage—and the right price—suited to your unique situation. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:
- Needs Analysis and Risk Management
- Travel, Life and Health insurance
- Long Term Care Insurance
- Disability and Critical illness protection
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Planning for Retirement
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.
- Cash Flow and Needs Analysis
- Tax minimization strategies
- Registered retirement plans (RRSP, RRIF)
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. There are different ways to achieve your goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.
- Strategies to minimize or defer taxes
- Multigenerational wealth planning and transfer
- Advise on investments and account structures to suit estate planning needs
- Charitable Giving
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
Banking Solutions
Banking today is about instant access – whether you’re paying with a tap, transferring money, or 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.