The wealth managers at Manulife Securities Oakville are committed to helping clients achieve their financial objectives whether that’s building wealth, managing debt or saving for the future.
Will I have enough to maintain my lifestyle?
How much do I need to fund retirement?
Do I have the right type of investments?
✔︎ Educational seminars that will equip you in the basics of investment and financial planning to help you realize your financial goals
✔︎ Branch resources that include access to banking specialists, legal professionals, insurance and estate advisors, and accountants
✔︎ Succession planning for business owners to maximize the value of your business as part of your retirement and estate planning
Services we offer:
✔︎ Investment management
✔︎ Debt management
✔︎ Risk management
✔︎ Estate planning
✔︎ Business succession
✔︎ RRSP
✔︎ Insurance
✔︎ Legal Planning
✔︎ Assistance with Trusts
✔︎ Charitable Giving
✔︎ Retirement planning
✔︎ Tax planning
✔︎ RESP
✔︎ Tax Free Savings Accounts
A financial advisor will help you achieve your financial objectives whether that’s building wealth, managing debt or saving for the future.
Be assured your finances are well-managed and are on track for future success.
The wealth managers at Manulife Securities Oakville are committed to helping clients achieve their financial objectives whether that’s building wealth, managing debt or saving for the future.
Services
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