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Take steps to protect, save and grow your wealth.


Our team of experienced advisors and portfolio managers look at your entire financial situation to build strategies that help investors achieve their goals and protect their wealth. With a trusted, and creditable team committed to reaching your financial goals, our mandate is to provide a highly differentiated and tailored experience for our clients.

Insurance Solutions

Investment/Portfolio Management

We take a 360-degree view of your personal situation and your investment assets to build a wealth portfolio based on a customized strategy that reflects our insights, your risk tolerance and personal goals, all backed by expert statistics. Pairing great returns with exceptional portfolio management, tax optimization and low fees, our specialized experience with affluent individuals, professionals and corporations ensures your money lines up with your future goals. 

Insurance Solutions

Insurance Solutions

Backed by the global strength and security of Manulife, you benefit from the resources and expertise of experienced, professional advisors and a trusted company that offers life, health and wealth solutions. With the right Insurance solutions and products, you can protect the assets and people you care about most with easy-to-understand options that offer peace of mind.

  • Needs analysis and risk management
  • Travel, Life, Health and Dental Insurance
  • Long-Term Care Insurance
  • Disability and Critical Illness protection
Financial Planning

Tailored Financial Planning

Creating a personalized financial plan sounds intimidating – but our team of experts have extensive experience developing wealth strategies for high-net-worth clients and their families. Through contingency planning, cash flow planning and a tailored asset management strategy, we’ll help you find the perfect balance for a successful financial future while ensuring that your goals and visions align with your financial plan.

  • Cash Flow management and Needs analysis
  • Tax minimization strategies and efficiencies
  • Diversification of your assets
  • Registered Retirement Plans (RRSP, RRIF)
  • Locked-in Retirement Account (LIRA)
Trust & Estate Planning

Trust & Estate Planning

As your wealth increases, the complexities of your needs also increase. The effort of planning for your wealth transfer can be just as significant as it was building it. Our seasoned professionals can provide the knowledge and expertise needed to handle even the most complex challenges.  By adequately planning for the transition of your wealth beforehand you can significantly benefit future generations. We provide corporate clients, professionals, Individuals and Families with a broad range of financial advisory strategies and services within Canada.

  • Advising on merger acquisition and disposition transactions
  • Individual and Business Succession planning
  • Philanthropic planning & Charitable giving
  • sophisticated credit solutions
  • Expert advice on tax planning strategies to minimize or defer taxes, and maximize deductions
  • Multigenerational wealth planning and transfer
  • Will planning and beneficiary designation
Tax Optimization

Paying too much tax hurts.  Make the most of your wealth with strategies that can help you protect your assets and address your individual, business or family tax situation. We help deliver innovative solutions and approaches tailored to meet clients’ unique needs.

  • Effective tax planning strategies
  • Tax-efficient cash flow from distributions
  • Access a regular stream of money
  • Identify strategies to reduce taxes for individuals, your family, and for your business.
  • Evaluate the potential returns and costs associated with major purchase
Group and Business

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance
Banking Solutions

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.

  • Group benefits & Group retirement
  • Group pension 
  • Competitive employee benefits
  • Business and key-person insurance


For more information on services and solutions for your financial needs...

Contact us to get started