Focused Wealthcare | Services

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Trusted Advisor Solutions™ for Small Business are specific services, not intended to provide comprehensive planning to the client.

For convenience, we have divided the services into 3 catagories -Quicklinks

Shareholders and Key Man Solutions 

Employee Benefits 

Pension Solutions

 

Factoid -Points of Interest

As of 2004, Statistics Canada reports:

There are over 1,017,440 small businesses in Canada

In 2005, self-employed Canadians totaled over 2.5 million – up from about 2.1 million in 1985. In fact, the self-employed sector accounts for more than 16 per cent of all workers, which is up from 13 per cent in 1989

A survey completed by Manulife Financial in 1998 revealed that:

Three-out-of-four small business owners had not taken adequate steps to protect their personal assets from creditors in the event their business has financial problems

79 per cent of small business owners said they would be interested in an investment product that would protect their mutual fund holdings from creditors

The number of investors in this segment reporting that they had never heard of segregated funds before — 66 per cent

 

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.