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

SERVICES

If you are like many of our clients, you are busy managing your career or business as well as looking after your family and possibly helping with local community initiatives. 

It’s important to have a financial expert in your corner and access to effective tools “under your hat” so you feel like your future is well looked after.

We are your solution providers. Our main objective is to help businesses and families build financial freedom, security for the future and preparation for the unexpected. We do this with a wide range of services and strategies.


For Individuals

  • Financial Planning 
  • Retirement Planning 
  • Investment Tax Minimization
  • Planning for Canadian Residents Working in the US
  • Portfolio Analysis
  • Insurance Analysis

For Corporate

  • Risk Management
  • Group Benefits
  • Pensions Solutions
  • Employer Solutions


For more information on our services and products, please contact us.

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.