Having managed clients' investments through two market crashes has given our office some insight into what really matters for most investors: risk management. We understand that risk management starts with proper asset allocation and diversification and is the starting point for our client's portfolios. Not all clients are built the same and their investment portfolios do not need to be the same either. We don't subscribe to a "One Size Fits All" mentality for our convenience or because our firm tells us to.
Services
The main service of our office is to look after clients' money and their financial well-being. This takes investment advice, investment planning and life insurance. Doing a great job, however, means looking after the little things for clients throughout the year as well. Got a binder full of old statements and confirmations that you are unsure of what you should keep?
Our office is not just for those who have established investment accounts and investing experience. We have the tools and expertise to help new investors decide on a savings plan that is right for their financial goals. Let us walk you through a budgeting program to find out how much you spend each month and how much you can dedicate towards savings.
Are you self employed or find yourself without employer health and dental, or critical illness insurance benefits? If you're studying outside Canada, or even outside your province, your government health insurance plan may not cover all of your medical costs. With Manulife Financial Travel Insurance, you can focus on your studies, not on your medical bills.
Planning your future doesn't need to be overwhelming. We find that the most effective savers are those that keep things simple. Let us help you set some basic financial goals and create a plan that will set you on your way. You can't save money if you don't have it. And if you don't have it, you might want to let us help you find out where it all goes every month.
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