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Our wealth management approach

Providing the value of advice 

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify investing, giving you added confidence in your financial decisions. 

Estate Planning & Tax Minimization

You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on. 

  • Manage your banking and investments with personalized services tailored to your needs
  • Take an integrated approach with teams of financial planning, tax, estate, accounting and legal experts working for you
  • Develop and implement wealth management strategies based on your goals

Insurance & Wealth Protection

Insurance should be an essential part of every financial plan. Help protect your financial security, provide for your loved ones, and save money on travel health expenses. Protect the people you care about most with easy-to-understand insurance solutions that offer peace of mind and put precious time back where it belongs – in your hands.  We can provide educated advice and expertise in:

  • Health Insurance
  • Life Insurance
  • Travel Insurance

Investment Management

Whether saving for retirement, portfolio investing or planning your estate, we provide investment products to cover all stages of life.  We can help you:

  • Meet your personal wealth and business needs with comprehensive and integrated investment services
  • Support your wealth goals holistically through partnerships with key banking, private wealth and advisory services
  • Save, invest and grow your wealth with strategies based on your priorities now and as they change

Tailored Financial Planning

Find a simple, cost effective and tax efficient plan based on your unique situation. Specializing in complex and high net worth financial planning, we will help you keep your plan on track to  achieve your goals.  

Discretionary Portfolio Management

With Manulife Securities’ Advisor Managed Program, every aspect of managing your portfolio – including your investment strategy, researching investment opportunities, selecting securities to buy and at what price – is taken care of by your personal Portfolio Manager, a highly qualified financial professional.