facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause

Services & Solutions

The Value of Advice

Your financial world is constantly 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.


Group and Business Solutions

Corporate Business Solutions

Our team of experts will help you put together a customized financial strategy that suits your personal business needs. As a business owner,  having a regular income is a primary concern to protect your assets and business.  We will present you with plan options that help reduce risk when the unexpected happens, or when planning for succession of your business.

If you wish to create a plan offering for your association, please reach out us so we may customize an offering for your members.

Association & Employee Benefits Plans 

Get comprehensive benefits for businesses of any size to attract and retain the best talent for your business. Our professional advice helps you build an employee benefits plan that meets your goals and budget. Examples include Health & Dental, EAP, Group RRSPs, Travel Assistance and more. If you wish to create a custom plan for your association, please CONTACT US.

We represent the following Association Plan:

  • Engineer Canada (CCPE)
  • The Canadian Professional Sales Association (CPSA)
  • Canadian Federation of Independent Business (CFIB)

Planning for Retirement

Estate Planning

Tax, Estate & Financial 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 and retirement planning goals. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream.  From Tax Preparation to Risk Management and financial planning, we have you covered.


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 educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Investment Solutions

Insurance Solutions

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. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Life and Health insurance
  • Disability and Critical illness protection
  • Travel Insurance
  • Business Insurance

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.


Banking Solutions