SERVICES

We have access to a wide variety of products from Canada's top suppliers and leading investment managers and several well known insurance companies such as Manulife, Sun Life, Canada Life, RBC Insurance, United, TransAmerica and Industrial Alliance.

We offer both transactional and fee based account platforms.

Investment Solutions

  • Educational Savings Plans
  • Tax Free Savings Accounts
  • Self-Directed (RRSP, RRIF, LIF, LIRA, LRSP, PRIF)
  • A wide variety of GICs & Bonds
  • Canadian & International Equities
  • A full range of Fixed Income Products
  • A wide selection of Mutual Funds
  • A variety of managed programs

Stocks, bonds and mutual fund products and services are offered through MSI. Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund and a Member of the Investment Industry Regulatory Organization of Canada.

 

Insurance Solutions

  • Permanent, Term & Universal Life Insurance
  • Mortgage Life Insurance Protection
  • Critical Illness Insurance
  • Disability Insurance
  • Long Term Care Insurance
  • Retirement Compensation Arrangements
  • Insured Annuities & Segregated Funds
  • Key Person Insurance
  • Buy/Sell Agreement Financing
  • Disability Buyout Agreements
  • Individual & Group Health & Dental Plans
  • Business Income Protection
  • Travel Insurance

Insurance products and services unless otherwise noted by your Advisor are offered  through Manulife Securities Insurance Inc. (in the province of BC operating as Manulife Securities Insurance Agency)

 

Banking Solutions

  • High Interest Savings Account
  • RSP Loans at Prime
  • Mortgage Financing
  • World Points MasterCard

Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided by your Advisor upon referral.

 

Financial Planning

  • Retirement & Tax Planning
  • Investment Advice & Portfolio Construction
  • Estate & Trust Planning
  • Income & Asset Protection
  • Cottage Succession Planning
  • Business Succession Planning
  • Income Generation Strategies

Mutual Funds, stocks, bonds, and financial planning services are offered through Manulife Securities Incorporated

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy

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