INSURANCE SOLUTIONS

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as:

• Life, Health & Travel insurance
• Disability and Critical illness protection

INVESTMENT SOLUTIONS

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including:

• Asset Allocation for your portfolio
• Pension Style Asset Management
• Registered plans (RRSP, RRIF, RESP)
• Locked-in retirement account (LIRA)
• Tax-free savings account (TFSA)

ESTATE PLANNING

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones.

Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts. 

Try these Estate Planning Resources.

PLANNING FOR RETIREMENT 

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

Contact us to get started today!

GROUP & BUSINESS SOLUTIONS

We strive to assist employers in Alberta to maximize their employee benefits. Find simple, cost effective and tax efficient plans to attract and retain the best talent. Whether you are a small or large business, we will assess your needs and explain your options, such as: 

• Group benefits & Group retirement
• Group pension 
• Competitive employee benefits
• Business and key-person insurance
• Buy-Sell Agreements for Corporations

BANKING SOLUTIONS

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit into your day and help you achieve your financial goals.  

Learn more about Manulife Bank

Open an Advantage Bank Account Today!