Resources – Manulife

We provide financial guidance for your unique goals.

Our wealth management team is committed to integrity, excellence, personalized relationships and respect for family traditions. With solid expertise and total dedication to our clients, we cultivate partnerships based on trust and a deep understanding of each individual’s personal and family aspirations. Each member of our team brings not only in-depth expertise in financial management, but also a heightened sensitivity to our clients’ unique values and objectives.

Planning and Passing on Your Legacy

When it comes to retirement, planning the succession of family wealth is crucial. Explore early estate planning to maximize long-term financial benefits. Working with experienced advisors will help you design the ideal plan for a secure and efficient transfer of family wealth.

Our Services & Solutions for core Businesses

We know that in addition to building successful investment portfolios, investment management is the crux of wealth management, and we also believe that financial strategies and estate planning is essential to growing your wealth in accordance with your values and objectives. That’s why we offer unparalleled, comprehensive wealth management services.

Customized Portfolio

Establishment of goals and required rate of return
Allocation of investments between fixed-income securities and equities, based on goals
Tax-efficient investments
Transparency – our fees are based on a percentage of the investments we administer
Customized performance review

Retirement Planning

Analysis of retirement needs and goals
Detailed cash flow projections
Optimization of disbursement in retirement
Establishment of asset disbursement order
Determination of cost of desired lifestyle

Risk Management

Tax Strategies

Estate Planning

Wills, protection mandates and trusts
Maximization of bequests
Intergenerational transfer
Estate bond
Bequest planning techniques
Charitable giving
Reduction of related costs

Business Solutions

Investment and asset management
Business income tax efficiency
Fringe benefits, group RRSP
Financing for a transition period due to the death or prolonged illness of a key employee
Financing for the buy-sell clause of a shareholder agreement
Business deficit coverage for a period of disability

Your Financial Resources

Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S.

1405 Trans Canada Highway, suite 200 Dorval, Quebec, CA, H9P 2V9

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We provide financial guidance for your unique goals.