Build. Protect. Transfer.
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.
Building Wealth
Start planning for your future income stream by minimizing the impact of market fluctuations and building a solid financial strategy to reach your financial goals.
Protecting Wealth
Whether you are looking to protect your family or your business, it's important to plan for the future by protecting and insuring your hard earned wealth.
Transferring Wealth
A great deal of thought and planning needs to go into preparing your estate and planning for the financial security of your loved ones. Start planning for tomorrow, today.
Working Together
We work with some of Canada’s most trusted financial institutions and networks of professionals to ensure your financial strategy is uniquely tailored to you in order to provide the best, tax efficient solutions.
BUILD wealth with Investments and Wealth Management
Whether you’re investing for the first time, saving for the future or embarking on retirement, you’ll need a steady source of income.
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.
Let’s start planning for the future and building your wealth with investments and tax efficient strategies uniquely tailored to you. Together, we can help you enjoy today while you prepare for tomorrow.
PROTECT wealth with Insurance Solutions
Carefully chosen insurance coverage can not only help protect the wealth you’re working hard to build — it can also help you build it further.
We help educate you about what insurance products are available and which ones best suit your personal and investment goals. We ensure the most appropriate, and efficient use of life insurance is in place for your unique and complex financial needs.
From Life Insurance and Living Benefits to Asset Protection, we will analyze your situation, determine your needs and implement a strategy that is right for you.
TRANSFER wealth with Legacy and Estate Planning
You’ve worked hard to build up your money. Now how do you make sure you can pass on as much of it as possible to your children and grandchildren?
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.
Working with a network of professionals, we can provide you with expert suggestions tailored for your individual needs and goals while mitigating risk. We can help you not only leave your estate in good shape, but also make the most of your retirement years.
TRY THESE ESTATE PLANNING RESOURCES
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.
Learn more about Manulife Bank OPEN AN ADVANTAGE BANK ACCOUNT TODAY!