We are committed to providing the knowledge, tools and strategies to achieve goals through prudent financial planning, investments and insurance. We believe we make a difference by being an honest resource for helping people succeed. David continues to provide trusted financial advice and guidance to clientele built over years of unwavering service.
His objective is and always has been to help clients feel happy and secure through customized planning and arrangement of their financial affairs. As the organization's founder and an industry veteran of over 35 years David's experience has been invaluable to clients as they financially navigate the complexities of modern life.
His objective is and always has been to help clients feel happy and secure through customized planning and arrangement of their financial affairs. As the organization's founder and an industry veteran of over 35 years David's experience has been invaluable to clients as they financially navigate the complexities of modern life.
Services
Every investor's situation is unique. We strive to build each of our client's investment portfolios taking into account those unique circumstances when allocating assets based on risk tolerance, time horizon, investment objectives and tax consequences among other factors. We believe investment decisions should be made using a logical and disciplined process instead of an emotional response.
If you are considering RRSPs, RRIFs, TFSAs (Tax-Free Savings Account), non-registered savings accounts or high interest bank accounts there are many investment vehicles available through several companies to help you achieve your savings goals. At D.R. Johnson Financial Services Inc. we can help you determine your risk tolerance and choose the investments that meet your goals and needs.
We can help you determine which is the right kind of insurance and the amount that will meet your needs and fit your budget. Contact Us today. Critical Illness Insurance - due to the various and complex options and choice available please contact our office for a quote that best suits your needs. Disability Insurance - due to the various and complex options and choice available please contact our office for a quote that best suits your needs.
Go to your personal banking site and choose Manulife Individual Insurance from the list of payees. Then, when it asks for your account number, add ILC to the front of your policy number (you can find your policy number on the front of your enclosed bill). Set up Manulife Securities Incorporated as a payee with your online bank (2 choices may appear but this is the correct one for your account).
No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help. Use Manulife's NaviPlan tool to learn more. Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need. Do your homework.
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