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 Wealth network. Manulife Wealth Inc. 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 Wealth, please visit https://www.manulifewealth.ca/clients/en.
Manulife Wealth 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
