Focused Wealthcare | Services

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We offer a strong service program Trusted Advisor Solutions™, based on your unique needs and interests.

Planning

Our premium services, The Integrated WealthCare Advice Program® along with The Business Owner's Security Platform™ provide custom solutions to the unique situations of Complex and High Net Worth clients. This comprehensive planning program provides an executive summary of planning results helping to organize and simplify situations.

Our core planning services include Investing for Growth and Retirement and Investing for Income and Estate Planning. These programs focus on the everyday needs of less complex clients and allow for customized solutions that help individuals to make informed decisions comparing projected results of alternative actions. 

Investments

Investment products are available through our Dealers (see below) including managed investment portfolios, principle protected notes, stocks, bonds  and Private Wealth Management Referrals

Investments are also available from our insurance company partners through Focused WealthCare Services Inc. These investments take the form of segregated funds, all types of GICs and tax sheltered alternative investments.

In addition to these 2 sources, Manulife Bank offers GICs and investment loan services to clients

Insurance

Focused WealthCare Services holds contracts with several insurance companies, allowing us to place your business with the company providing the most appropriate solutions.

 

 
Last edited: Monday, September 21, 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 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.