Your Investment Policy Statement takes into account the level of volatility you are comfortable with, given your investment time horizon and your personal goals. Understanding the long-term investment strategy and guidelines of your Portfolio can help you stay focused to achieve your financial plan. I use Modern Portfolio Theory, a theory of investment which...
Retirement
We provide financial consulting services and asset management. Our customers expect and receive the highest level of honest and dependable service. We use a holistic approach;...
Read MoreProtection
Everyone knows that life insurance is important to protect the financial security of the people you love. But it can be confusing to know what you need, how much and when....
Read MoreBanking
Tired of traditional banking? I am authorized to refer you to a product that can help you take control of your daily finances....
Read MoreGuarantees
Sometimes the best investments are the ones that allow you to forget about them altogether. We understand the need for many of our clients to maintain a solid guaranteed base...
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Freedom Program
We are pleased to offer The Manulife Securities Freedom Program. This fee-based program provides you with choices in structuring your relationship with your Manulife Securities advisor. Within the Freedom program, you pay a fee for the ancillary investment advice and planning services that you receive from your Manulife Securities advisor. For Manulife...
