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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.

Why do I have a tax bill for my investments even when the value has dropped?

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 .

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.

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.

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.

Fostering good financial habits about money that can last a lifetime.

Learn more about aligning your values with your investments.

Why you need this financial buffer known as emergency fund.

Life insurance can be tough topic. No one wants to talk about it, but it can be a critical part of your estate plan. In this episode, Peter Ward welcomes back Planright advisor Tyler Martin to discuss the merits of life insurance in all its forms. Remember, it’s better to have it and not need it, than to need it and not have it. Please call 416 571 0369 or schedule meeting to discuss your unique requirements and structure appropriate insurance solution.

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.