Family. Health. Enjoying life.

These are the top three priorities that clients consistently offer when we ask: "when it comes to your money, what are the most important hopes you have, personally and professionally over the next three years?" Money for family. Money to help with good health and living longer. Money for the nice things in your life. Satisfactory returns on investments does make the list of course; it ranks fourth, on average. And that's not because it's less important. In fact, it's a given; people expect it. Intrinsically, they engage their financial advisor to particularly help guide them toward their personal, successful financial future. That's why knowing what matters most to you, and why, makes all the difference. To you and to us. We take care of your money, your financial needs and you, in a way that continually helps you feel very confident about your future. That's our passion.
Get the very best future you want with your money.

Latest Blog Posts

Small Output, Big Outcome

Published by Wade Bedard on Oct 25, 2018

As Halloween approaches and little ones begin dreaming about the baskets full of candy bars and chips that they will soon accumulate, I found myself thinking back on the times I used to ‘trick or treat’...

Why Plan at All?

Published by Peter B Fraser on Sep 26, 2018

Is one approach to the future.  The future of course, is coming whether you plan for it or not. And while we can’t cover every contingency, will you have the financial future you want...

A timely real life example

Published by Peter B Fraser on Sep 12, 2018

It’s not unusual to find out interesting things about famous people, especially after they die. Astonishingly, related to Aretha Franklin, it is reported that the pop diva died without a will...

 

The Truth is in the Numbers

Contact us to find out how Manulife Bank can help you with your mortgage and debt retirement goals.

In the Fall 2018 edition:
Creating a financial plan that's you-nique.