Focused Wealthcare | Services

Click here to view the printer friendly version.

Individual SERVICES

FOCUSED SOLUTIONS™ for Individuals

	*Investing for Accumulation, Retirement and Savings
	*Investing for Income, Estate Planning and Safety
	*Investing for Tax Efficient Estate transfer
	Health and Income Protection through Insurance Planning

BENEFITS:

Purpose based investment decisions

Financial Protection from loss as a result of health issues

PREMIUM SERVICE

The TRUSTED ADVISOR Benefit™

This is a Comprehensive Financial Planning Service

It is designed for Affluent, High Net Worth and Complex client situations including corporations, trusts and investment holding companies

The true value of planning is in the conversations and the process

BENEFITS:

Increased organization and control

Institutional investment approaches and costs

BUSINESS SERVICES

FOCUSED SOLUTIONS™ for Business & Professionals

	*Investing for Business Owners and Professionals, Corporations and Creditor Protection
	Employee Health and Dental Plans
	Employee Group Savings and Pension Benefits
	First Nations Health and Pension Benefit Programs and Funding Assistance

BENEFITS:

Owner specific planning and investment solutions

Increased employee retention and reduced new-training costs

Last edited: Sunday, October 25, 2009

Sencia, Corporate Web Solutions, Content Management Systems, Web Application Development

Home Company Services Investor Education Contact Disclaimers

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 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.