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Services & Solutions

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 your goals, giving you added confidence in your financial decisions – now and in the future.


INSURANCE SOLUTIONS

Protect what matters most...

INSURANCE SOLUTIONS

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as:

  • Life, Health & Travel insurance
  • Disability and Critical illness protection
Learn more  Get Travel Insurance Online

INVESTMENT SOLUTIONS

Grow your wealth...

INVESTMENT SOLUTIONS

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, invest and grow your wealth with strategies based on your unique priorities. We can provide tailored solutions and advice, including:

  • Registered retirement plans (RRSP, RRIF, RESP)
  • Tax-free savings account (TFSA)
  • Risk Management
Learn more


ESTATE PLANNING

Leave a legacy for your family and estate...

ESTATE PLANNING

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies and charitable gifts.

Try these Estate Planning Resources

PLANNING FOR RETIREMENT

Grow your future income stream...

PLANNING FOR RETIREMENT

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

Contact us to get started today!


GROUP & BUSINESS SOLUTIONS

Attract and retail the best talent...

GROUP & 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, these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits and Key-person insurance
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BANKING SOLUTIONS

Bank anywhere, anytime...

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 financial goals.

Learn more about Manulife Bank

Open an Advantage Bank Account Today!


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

CONTACT US TODAY

Call 613.678.6565