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Paper Statements Ending December 2019 Thumbnail

Paper Statements Ending December 2019

Important Reminder - Segregated Fund paper statements ending December 31, 2019

Recently Manulife has made an effort to decrease their paper trail, and in doing so they will now be sending electronic statements instead of paper statements.

You’re receiving this email as a heads up, as you will be receiving your last paper statement at year end. In order to receive your new statements online, you will need to register on Manulife.ca under the “Manulife Investments” tab. 

Please click Goodbye to Paper Statements.pdf for steps and information on how to create your Manulife.ca account. If you have any trouble creating your account, or any general questions regarding your statements please don’t hesitate to call or email us.

However, if you wish to continue receiving paper statements please contact our office and speak with Andrew.

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?

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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.