The world of finance is increasingly complex. To plan efficiently, we must consider expected market returns, securities selection, personal and corporate taxation of income, retirement cash flow choices, life and casualty insurance needs, family estate planning, economic cycles, wealth transfer options, etc.
Allow us to bring clarity into your life. Our team of highly skilled advisors provide tailored wealth management services. We believe your financial needs are unique, so we build personalized solutions that best match your objectives. We cover all your bases; effectively making us your own private Chief Financial Officer.
There are a multitude of factors that need to be considered before every sound financial decision is taken. Our integrated approach aims to provide the financial clarity required to help you make the best decisions. We provide more than just advice. We offer a personalized “family office style” experience to all our clients; whether they are affluent families, retirees, professionals or business owners.
Your financial needs are unique, so should be your portfolio.
Clarity leading to optimal decisions, powered by our financial planning process.
Transferring wealth or transferring risk? Rethink your insurance portfolio.
Our group is proud to be part of the Manulife Securities network. Manulife Securities has $57.9 billion* in assets under administration and is a wholly owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. To learn more about Manulife Securities, please visit www.manulifesecurities.ca.
Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund (“CIPF”). To learn more about the CIPF, please visit www.cipf.ca.
* as of December 31st 2020
Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada.
1405 Trans-Canada Suite 200
Dorval, Quebec, H9P 2V9
(514) 421-7090 ext. 344
1 (866) 713-8969