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Manulife Securities is changing its name to Manulife Wealth on January 1, 2024. Over time, you will begin to see this new brand name appear on your statements, other communications, and information from the firm. The new name better reflects the scope of high-quality services that we provide to you and our focus on supporting you in planning and protecting your future. Earlier this year, you may have read about Manulife Securities’ new arrangement with Fidelity Clearing Canada (FCC). Subject to regulatory approval, FCC will become Manulife Securities’ new carrying broker effective, April 1, 2024. You will receive detailed explanations from Manulife Securities about what these changes mean for you in your year-end statement. You can also visit the MSI Information Centre  for more details if you have not already. In the meantime, know that our relationship stays the same. This transformation is about equipping advisors with industry-leading tools and resources to deliver a better experience to clients like you. For the few items that may require action, like updating banking details or signing up for a new client portal, our office will provide you with support every step of the way. Stay tuned for updates and details in the new year. You are our top priority, and we are committed to making this transition as smooth as possible for you.

Have you met with your advisor recently and wondered why you were asked to name a trusted contact person (TCP)? The 3 scenarios below show why Canadian securities regulators introduced the TCP rule and how having a TCP can add an extra layer of protection to your account.

A common mistake is to make decisions based on emotions. In good times, investors are excited, they want to invest more and often “buy high."

How annuities can help keep retirement funds going strong.

Island life in Canada. Canada is a country of big numbers. With a land mass of 9,984,670 square kilometres, the world’s longest coastline at 243,042 kilometres and over 2 million lakes, you can bet there are also lots of islands. Discover the diverse and fascinating island life of Canada, with over 52,000 islands to explore.

It’s been a tough couple of years for bond investors. Central bank’s near-zero interest rate policies have switched to rapid interest rate increases. Which has led to material declines in the bond portion (Fixed Income) of most portfolios.

The good, the bad and how to pay it off. Regardless of your method for knocking down debt, it’s important to take an honest look at your spending habits versus your earnings and create a household budget. Then, consult with your advisor on the best way forward and look at where you can reduce costs.

Taking a mainstream approach to making the world a better place with sustainable investing. Among those continuing to rise in popularity are investment approaches and options. relying on ESG (environmental, social and governance) factors that characterize a company’s commitment to responsible business practices.

Helpful habits for a healthier life. Whether you need to re-examine some of your food choices, get moving more or drop a couple of dangerous habits (like smoking), minor changes can make a major difference over time. Please call 416 571 0369 or schedule meeting to discuss your unique requirements and structure appropriate insurance solution.

Estate planning starts with a will, but there’s more to it than that. After reaching a certain station in life, almost everyone has an “estate” that consists of some money and other assets that can be passed along to the next generation. However, few people have a written estate plan that specifically outlines who will get what and when. Even fewer remember to update their estate plan after a significant life event, such as marriage, divorce, the birth of a child or the death of a beneficiary.. Without a written and current estate plan, you have no say in who receives your legacy.

The high cost of living is convincing some people to adjust their plans for retirement. Across Canada, the effects of inflation are being felt in different ways these days by various age groups.

Learn more about bond yields and the bond market.

Watch the video below to learn more about the value of advice planning.

Here’s what makes U.S. equities attractive to Canadian investors. Please call 416 571 0369 or schedule meeting to discuss your requirements or no obligation portfolio review.