facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck

HOW WE HELP

We believe the best way to get results and protect your future is for us to start by listening to what your objectives are.


We want you to share your goals, discuss your obstacles and what a realistic strategy might look like for you. Everything we do is customized around creating an effective solution. From that point, we can determine what services and strategies are most appropriate for you and why.

We do this by taking our clients through The Cover Process™.

Topline Financial Advsiros Windsor Ontario - The Cover Process

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.

Learn More

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.

Learn More

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.

Learn More


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.