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Contact Us

10050-112 Street, Suite 700
Edmonton, Alberta T5K 2J1

Phone: (780) 488-9889 Ext. 1
Toll-Free: 877-455-3222
Fax: (780) 482-1099
Email: Bert.Griffin@manulifesecurities.ca

Our Services

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:

  • Create portfolios that manage risk while maximizing long-term performance.
  • Help establish an optimal asset allocation that’s right for your personal situation.
  • Choose a mix of investments that will provide the best possible return for your personal level of risk tolerance .

Wealth Plan

We help you create an effective “life plan” that helps facilitate the creation, growth and preservation of wealth.

Retirement Plan

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.

Investment Plan

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.

Insurance Plan

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.

Tax & Estate Planning

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.

Risk Management

We help you identify, assess and prioritize your risk. 

Manulife Securities Incorporated

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:

  • Stocks
  • Bonds
  • New issues
  • Fee-based wrap program
  • Mutual funds
  • Self-directed plans
  • Masters Private Account Program
  • Group RRSPs
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Money products: daily interest, GICs, RRSPs, RRIFs, and LIFs
  • Monthly savings plans
  • Systematic withdrawal plans
  • Other specialty investment products
  • Banking and mortgage products (on referral basis)
  • Telephone and online banking
     

What sets Manulife apart.

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.

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.

Strength and Stability

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.



Leading Edge Technology


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.



Professional Support

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.

Looking For Us

10050-112 Street, Suite 700
Edmonton, Alberta T5K 2J1

Main: (780) 488-9889 Ext. 1
Toll-Free: 877-455-3222
Fax: (780) 482-1099
Email: Bert.Griffin@manulifesecurities.ca
Find Bert Griffin in Edmonton
Manulife Securities

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.
www.manulifesecurities.ca or Manulife Securities Disclaimers