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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.


Individual Health and Dental Insurance

Our governments do not provide us with the level of healthcare you may need. As they cut back their levels of healthcare coverage, you may be left to pay for expenses such as:

  • Prescription drugs
  • Dental visits
  • Eye exams
  • Paramedical services
  • Transportation by ambulance

Private Health and Dental Insurance plans are designed to cover individuals not protected or inadequately covered by a group health plan. These plans can benefit you by reducing your fees per visit to your dentist or health care provider.

Plans available offer:

  • Single, couple or family coverage
  • Potential tax-deductibility if you are self-employed
  • Renewable coverage through to age 65
  • Protection of the entire family, covering health, dental and prescription drug benefits

It makes sense to consider coverage for unexpected medical expenses that may supplement your current health care plan. These plans generally cover chiropractors, osteopaths, naturopaths, podiatrists, registered massage therapists, acupuncturists, physiotherapists, psychologists, homecare nursing and necessary medical devices and equipment.

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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