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OUR PROMISE TO YOU

We are looking forward to working with you to support your financial freedom and future.


Approachable

We want clients to feel comfortable. We are welcoming and easy to talk to. Our clients can talk to us about anything.

Knowledgeable

We are passionate about learning, being resourceful and finding answers for complex situations. We all have years of experience in the industry which has allowed us to develop an intuition beyond knowledge that gives us a powerful advantage that clients truly appreciate.


Trustworthy / Honest

It’s important for us to operate at the highest level of integrity as well as be truthful and straight-forward with our advice.


Committed

We are dedicated and feel obliged to support each client by listening to them and determining the best possible solution given their situation.


Transparent

Our clients fully understand what we do for them. We are open about the value we provide and the fees associated with that value.


Reliable

Our clients depend on us for our experience, to be proactive and to be resourceful. If we don’t have the answer immediately, we’ll do our utmost to find the answer.


Conscientious

Our clients fully understand what we do for them. We are open about the value we provide and the fees associated with that value.


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.

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.