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Common Sense Wealth Process
The Know-how to Simplify Your Wealth - Certified Retirement Specialist
When it comes to comprehensive planning, the ability to see around the next curve requires in-depth knowledge of the theoretical as well as the practical.
Because my decades in wealth management is coupled with hands-on trading experience, you can benefit from advice that is up-to date and foresight that is rooted in personal experience.
I offer comprehensive wealth management. This includes:
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Individualized portfolio development
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Custom risk management strategies
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Estate and succession planning, both business and personal
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Wealth planning for pre-retirees, retirees and those in transition
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Conservative growth tactics and asset protection
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Solutions to address your estate planning needs
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Manulife Securities
At Manulife Securities, we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. Through a network of almost 1,300 advisors located in communities from coast to coast, we can offer an array of solutions and a comprehensive suite of financial products and services to help you invest for your future.
Manulife Securities has $34.4 billion in assets under administration (as of January 31, 2017) and is a wholly-owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.
For more information on Manulife Securities, click here.
Independence
We recognize and support the right of an advisor to work together with the client to find appropriate financial solutions. From a client’s standpoint, you can rest assure that the advice and products you choose are independently recommended by your advisor.
Our values represent our commitment to our clients and their advisors. These key values are part of our strategic planning approach to helping each and every client achieve financial independence.
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