10050-112 Street, Suite 700
Edmonton, Alberta T5K 2J1
|Phone:||(780) 488-9889 Ext. 1|
Our goal is to deliver long-term wealth for our clients by growing their money at a superior rate while preserving capital, minimizing taxes, and managing risk.
With this approach, we:
We help you create an effective “life plan” that helps facilitate the creation, growth and preservation of wealth.
We help you identify and set retirement goals, estimate the income needed to meet those goals, and identify the sources from which the necessary funds may be generated.
We invest funds into the proper investment vehicles based on your future goals, time horizon, and priorities. We also consider the safety of those investments as well as the liquidity and level of return to maximize the financial rewards over time.
We assess your situation and help determine what is the appropriate amount of insurance coverage and which insurance products are best suited so that in the event of death, the surviving family can be adequately compensated so they can lead their lives with no compromise in lifestyle.
We help you develop a plan for efficient handling of your estate in the event of death. Estate planning includes administration, disposition, and distribution of an individual’s property and assets. Another facet of estate planning is establishing trusts and various other fiduciary relationships. Perhaps the most well known aspect of estate planning is preparing a will, which will include heirs, or beneficiaries, to your assets. The tax costs commonly associated with the transfer of wealth can be quite high. Therfore, prudent estate planning, regardless of personal net worth, is always advised. Executing far-sighted estate planning will ensure optimal disposition of assets and minimize tax burdens, such as estate, income, and trust taxes.
We help you identify, assess and prioritize your risk.
Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering provides clients with options tailored to fit their financial goals and advanced investment needs. Manulife Securities Incorporated is regulated by the Investment Industry Regulatory Organization of Canada (formerly the Investment Dealers Association of Canada). Products and services include:
Our values represent our commitment to our clients. These key values are part of our strategic planning approach to helping each and every client achieve financial 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 assured that the advice and products you choose are independently recommended by your advisor.
As a wholly owned subsidiary of Manulife Financial, Manulife Securities Incorporated advisors and their clients enjoy the financial strength, security, resources and reputation of the Manulife name that has benefited clients for over 120 years. We are committed to insuring that we continue to earn your trust as you work in partnership with your Manulife Securities advisor.
Advisors of Manulife Securities Incorporated enjoy the functionality and features of premium technology systems. From efficient back-office business processing to enhanced client financial reporting systems, we provide the tools that allow advisors to spend less time on administration and more time focusing directly on clients.
Manulife Securities Incorporated is for your future with a team of dedicated professionals working behind the scenes to provide both advisors and clients with a professional experience.