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Services & Solutions

It all starts with a plan

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

Products & Services

BTR Financial Planning

  • Estate Planning
  • Tax Planning
  • Education Planning
  • Retirement Planning
  • Investment Planning
  • Term Insurance
  • Whole Life Insurance
  • Disability Insurance
  • Critical Illness Insurance
  • Segregated Funds
  • Debt Management Solutions
  • Manulife Bank Mortgages
  • High Yield Savings Accounts

Manulife Securities Incorporated

  • Mutual Funds
  • Stocks
  • Bonds
  • Guaranteed Investment Certificates
  • Principal Protected Notes
  • FlowThroughs
  • ETFs
  • Hedge Funds

Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Disability and Critical illness protection
  • Life Insurance


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Investment Solutions

Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts. 

TRY THESE ESTATE PLANNING RESOURCES

Planning for Retirement 

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning. 

CONTACT US TO GET STARTED TODAY!

Planning for Retirement

Banking Solutions

Banking Solutions 

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

LEARN MORE ABOUT MANULIFE BANK

OPEN AN ADVANTAGE BANK ACCOUNT TODAY!

For more information on services and solutions for your financial needs...