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Helping your Family

We Have You Covered

We are top advisors with expertise in helping businesses and families with financial freedom, security for the future and preparation for the unexpected. Our clients come to us for an important reason – validation. They want to know they are covered. We provide them with a strategy focused on their objectives and a realistic plan to support their business goals


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Strategy

STRATEGY

Thinking Caps at Work

Our strategy is simple – clients always come first. Our clients value our personal approach. Our team is attentive, responsive and helpful because we care and we get it. As a financial advisory team that has you covered in all areas of your financial plan, we:

  1. Build your customized plan and develop your strategy.
  2. Establish your comfort level associated to risk and secure your future.
  3. Enjoy watching you reach your retirement goals and maintain your lifestyle.


Ideas

IDEAS 

Looking for the Best Solution
…Always!

New ideas and solutions are important to our team because we always want to be at the top of our game. That means being up-to-date on the latest industry trends, solutions and market activity. We also explain ideas, in detail, to our clients so they too are informed and in control of their financial future.

We are always learning and encourage our clients to do the same. Our Resource Center provides helpful articles and tools for readers to learn more about important financial strategies.


Your Team

YOUR TEAM

Approachable, Collaborative,
Thorough

When working with TopLine advisors, you will have access to an entire team of experts and support staff who have a combined 80 years of experience in the industry. We have seen it all and know what works. 

The Retirement Assessment Tool

No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.

Use Manulife's NaviPlan tool to learn more.

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The Major Purchase Assessment Tool

Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.

Use Manulife's NaviPlan tool to learn more.

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The Education Assessment Tool

Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?

Use Manulife's NaviPlan tool to learn more.

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Use of these tools does not replace a comprehensive financial plan. There are numerous factors such as government benefits, taxation, life expectancy and lifestyle that will impact the calculator results differently.