Welcome! 

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 because I am independent from corporate targets or incentives, and costs are transparent. 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.  Check the CFP logo below to confirm my CFP designation and click here to find out more about my industry education and the value of a professional Advisor.   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. 

 

 

 

Elaine Kelly, MBA FMA CFP CIWM FCSI®

  • Senior Investment Advisor, Certified Financial Planner, Manulife Securities Incorporated

  • Life Insurance Advisor, Manulife Securities Insurance Inc.

Address: 23 Church Street
St Catharines, Ontario, CA
L2R 3B4
Business: 289-479-5512
Business: 905-704-0300
Fax: 289-804-0789
Toll Free: 1-855-461-9751
Email: elaine.kelly@manulifesecurities.ca

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Client Access

Your consolidated portfolio access, 24/7

New! 

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.

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In the Winter 2017/2018 edition:
From new investment approaches to
caring for aging parents,
it pays to keep one eye on the future

Good Advice

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. 

Financial Concept Videos!

If you're the kind of person that likes visuals and action, check out these videos on financial concepts

 

 

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!

Millennials

If you are a Millennial, find out what you need quickly here:

Mid-Way Challenges

If you are juggling a busy schedule, young children, career and family, debt and savings, you've come to the right place:

 

Preparing to Retire

If you are fewer than ten years from retiring, you are likely getting serious about planning - click this image:

Retired

If you are retired or semi-retired, click this image to find out more about retirement income, pensions, tax, and managing risks.