Here you can find many investment, insurance, and income tax resources, information on pensions and retirement planning and our financial planning approach, as well as many links to fun, educational videos and handy calculators! Look for our fresh News and Blogs! Check the tabs and drop-down menus along the top of the site and use our "Contact Us" form or tab to start the conversation. Clients may login to our Client Access Portal to view accounts and to message us securely.
Many Canadians are concerned about achieving financial independence, asking how much money is enough for retirement, and seeking tax efficient cash flows. I help clients secure conservative, tax-preferred income strategies in the face of today's markets. Clients appreciate that I act in their best interest, have transparent costs, and am independent from corporate targets or incentives. To put clients needs first, I am licensed to offer a full range of solutions, including stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and annuities. Clients also benefit from continuous service, long-term relationships, and continuing education. Find out more about my continuing industry education and the value of a professional advisor, and check the CFP logo below to confirm my CFP designation. My experience, education, and empathy will build your confidence in your retirement plans.
Client Access and Online Access
Yes! You can view your investment accounts online - and we have 2 methods of doing so - you may choose one or the other or both.
1) Client Access: Use the link to the right and click "Sign In" or click here to enter our Client Access portal. Here is where you can go to click the green button and authorize us to send your statements electronically instead of on paper. Here you can post documents securely, or retrieve documents that we may post, such as duplicate tax receipts or statements having confidential details. Here you can view your consolidated Household's Investment accounts (previous end-of-day values for transactions that have settled) as well as Manulife Insurance or Manulife Bank balances. Please contact us if you would like to be set up with Client Access.
2) Manulife Online Access: This new portal has been introduced to be compatible with all devices, mobile/tablet as well as PC/laptops. Here you can view your Personal Manulife Securities Investment accounts, including real-time prices and transaction histories. Use this link to click "Sign In to enter our Online Access" portal. Please click here to find out how to register for Manulife Online Access.
A new Login Portal is now available (in addition to Client Access). Click this image to go to our site, then look on the bottom left under the heading Investments >Manulife Securities and register to view your personal investment accounts on your mobile device.
goes a long way
Working with an advisor allows Canadians to be more confident about their financial futures and usually results in higher savings rates. Take a look at the value of advice and how advisors get paid here.
GIC's and Deposit Insurance
We survey rates for Guaranteed Interest Certificates (GIC's) daily at over 20 financial institutions and secure a rate that is better than most banks/credit unions. You receive the convenience of having GIC's from several financial institutions in one nominee account at Manulife Securities Incorporated, and all of them are covered by Canada Deposit Insurance Corp.
Contact me for today's rates!