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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.

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.

Topline Financial Advisors

Welcome to Topline Financial Advisors, we're here to help!

Our firm can be compensated in three different formats depending on the services we provide to you:

  • A fee for service based on a percentage of assets we manage for you
  • A rate schedule for financial planning services
  • In some instances, financial institutions compensate us for implementing client solutions, like life insurance, through their company.

In every situation, we take the time to fully explain exactly how we are paid. We would be happy to discuss with you further.

It is never too early or too late to formulate a plan. You have a better chance of reaching your goals (be they education planning, budgeting, major purchase planning or retirement/estate planning, etc.) by formulating and implementing a strategy.

The answer to this can be different for each individual. Factors such as current and future income sources and levels, marginal income tax rates now and at time of withdrawal, objective/timeframe for use of the investment and other factors, the answer could be RRSP, TFSA or in some cases, both.

Have a different question?

Contact Us