It all starts with a plan

Investment Solutions

An investment plan defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.  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 in solutions such as:

• Registered Retirement Plans (RRSPs, RRIFs, LIRAs, LIFs)
• Tax Free Savings Accounts (TFSA) and Non-registered investment accounts
• Registered Education Savings Plans (RESP) and Registered Disability Savings Plans (RDSP)
• Mutual funds, ETF-based funds, Segregated funds, GICs, Daily Interest products

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.

Estate Planning

Our Estate Planning focus is to preserve wealth for your heirs utilizing our time-tested methods to reduce the impact of estate income taxes. 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. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts.

Insurance Solutions

It's not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide our expertise and advice for solutions tailored to your needs, some of which could include:

• Life insurance
• Disability insurance and Critical Illness protection
• Travel insurance and Individual Health plans

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.

Group and 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 RRSPs/ pensions
• Group Benefits plans
• Business and Key-person insurance