Focused Wealthcare | Services

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Latest News

  • The newest issue of Solutions Magazine is now available online. Click here to view. Previous issues can be found under the Investor Education tab in Publications.
  • On October 21st David attended a one half day seminar sponsored by Mackenzie Financial discussing the current market conditions, investing in specific fixed income and equity products, opportunities and Tax Planning issues and opportunities relating to Loans, TFSAs, Locked-in Accounts and Income Splitting
  • On October 15th David attended a one day seminar in Toronto on the application and use of ETF's in investment porfolios
 

First Nations Benefits Consulting

Due to the complex tax situations facing First Nation Organizations with status and non status employees, specialized advice is needed. Along with that advice comes the ability  to take advantage of funding opportunities that pay for pension and health benefits for employees.
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Estate Planning

Taxes are best described as a form of Social Capital. Taxes are used for the public good. Charitable Gifting is also a form of Social Capital and you can direct how it is spent. Planned correctly, it can eliminate most of your tax.
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Business Solutions

Planning for the business owner extends beyond personal affairs. Shareholder Agreements, Risk Management and Employee Benefit Programs are the basics. Trusts and Estate Freezes increase complexities
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Living Benefits

The health care system will soon experience the same baby boomer bulge that was seen in schools, the housing market and lately in the investment market. As demands on the public health care system increase, the need for private

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Last edited: Wednesday, November 04, 2009
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The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Incorporated / Manulife Securities Investment Services Inc.

Manulife Securities Incorporated:

Manulife Securities Incorporated is registered as an Investment Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds, stocks, bonds and other securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Investment Industry Regulatory Organization of Canada ("IIROC"), Manulife Securities Incorporated is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Incorporated when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Incorporated:

* Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General.

Manulife Securities Investment Services Inc.:

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

* Deposit Instruments: GICs, Canada Savings Bonds;
* Fee for Service Financial Planning;
* Estate Planning;
* Tax Planning or Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

Manulife Securities Incorporated is a Member CIPF.
Manulife Securities Investment Services Inc is a Member MFDA IPC.