A financial advisor is a broad term for a professional who helps manage financial assets. A financial planner helps companies and individuals create and implement a program to set and achieve long-term financial goals. Different financial professionals have different skillsets and offer different services.
Click here for more information on the range of services that we offer our clients.
The Premier Investment Program (Premier) is a fee-based platform that offers a range of investment services and the ability to hold a wide variety of investment products including mutual funds and individual stocks and bonds. Virtually every investment offered at Manulife Wealth Inc. can be held in a Premier plan.
Contact us for more information and to find out if you can benefit from our Premier program.
Your asset allocation is the proportion of your portfolio invested in different asset classes (i.e. various types of equities, fixed income, debt, etc.). Each client’s asset allocation strategy will differ based on their objectives, risk tolerance and time horizon. Click here to find out how we use asset allocation strategy in designing your Investment Solution.
Whether you are an individual looking to protect your loved ones or a business owner looking to protect your company, life insurance can add tremendous value to your financial and estate planning. Click here for more information on how life insurance can benefit you or your business and how we can advise you in this matter.
