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- Proactive life insurance
Canada is considered to be one of the best places in the world to live. And thanks to the availability of free health care with life insurance, we are also living longer than ever before, with life expectancy now at 82 years. Please call 416 571 0369 or schedule meeting to discuss your unique requirements and structure appropriate insurance solution.
- Here’s what to know about travel insurance before you book.
The joyful anticipation of planning a getaway can be hard to beat. However, in the flurry of excitement, don’t overlook an especially important element of your vacation plan – travel insurance. Please call 416 571 0369 to discuss your requirements or Book Online here .
- Your vacation prep list should include travel insurance.
Nobody wants to lose money for a trip they can’t take or pay additional expenses because they can’t get home as planned. Depending on the policy, single-trip or multi-trip travel insurance can help provide protection against a wide range of things that everyone hopes won’t happen – but that just might. Please reach @ 416 571 0369 to discuss your requirements or book here
- Taxes and contributions
Here’s a handy guide to help you about important dates and the different types of tax receipts that you may need. As always, your advisor can help to answer any questions you may have regarding taxes and contributions. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.
- Top questions to ask your advisor
When it comes to planning a financial future for yourself and your family, the knowledge gained from asking the right questions can make a big difference. It’s important to use your time with them efficiently and materialized it by asking questions to your advisor.
- Teach your kids a lesson – about money to understand financial literacy
Financial literacy can be a challenge for many people but young people can be at a disadvantage because they haven’t had much opportunity to build their knowledge through education and experience.
- Manulife as a member of Dow Jones Sustainability Index (DJSI)
We’re excited to share that once again we’ve been named to the Dow Jones Sustainability Index (DJSI) for North America, in recognition of our continued and strengthening commitment to sustainability performance.
- Personalized Medicine
Join Peter Ward for an in-depth discussion with pharmacist Sandra Hanna of Personalized Prescribing, a company using genetic mapping to identify the best medicine choice - helping people get back to living full, productive lives more quickly
- How To Be a Sustainable Investor
The three pillars for sustainable investor for climate adaptation and the potential investment opportunities and risks associated with them.
- Focus on the fundamentals for an investment strategy that’s right for you.
Invest your money. Three short, simple words. Or are they? With such a large array of investment choices, from stocks and bonds to closed‑end funds and exchange‑traded funds, it can be difficult to decide where to put your money. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.
- Market volatility, investments and taxes
Why do I have a tax bill for my investments even when the value has dropped?
- TFSA vs RRSP
When it comes to saving for the future, what’s better - a TFSA or an RRSP? Spoiler alert! They’re both good, but for different reasons. Please call 416 571 0369 to discuss your requirements or Open Online here .
- Curious about investing?
Here are some basics to help build a long-term plan for Investing in your financial future. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.
- Striding into retirement
Planning for a lengthy, healthy and financially secure retirement future should be a lifelong process. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.
- Do you need an estate plan?
From your 20s to your 90s, estate planning is essential at any stage of life. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.














