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Investment Planning

An investment planning defines how you will invest your money, prioritize, fund, manage and evaluate your investments while you seek to meet your goals and objectives.

Benefits of a Financial Plan

A good financial plan is multi-faceted: It must anticipate change and reflect your specific financial goals and objectives, while considering your level of investment risk tolerance.

Individual Life

Life insurance is a type of coverage that pays benefits upon a person's death to designated beneficiaries.


Services

Throughout your life, you and your family will have many dreams and goals that you will hope to achieve.

We provide individually tailored solutions to help you in the achievement of these goals — and can help you plan to provide for the future.

Our area of planning expertise we can integrate into your plan where needed include:

  • Wealth Planning
  • Education Planning
  • Financial Planning
  • Advice on Stocks, Bonds, ETF's Mutual and Seg Fund Portfolios
  • Retirement Planning
  • Employee Benefits
  • Estate Planning Tax Planning
  • Life Insurance Protection
  • Disability and Income Replacement Protection
  • Critical Illness Protection
  • Long Term Care Pre-funding
  • Private Wealth Management Online Educational Financial Library

Contact our representative for further information on how we can help you to reach your goals.

DISCLOSURES:

Mutual funds, stocks, bonds, and financial planning are offered through Manulife Securities Incorporated.

Insurance offered through Mertin Financial Group Inc.

Manulife Securities Disclaimer


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