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Securing your wealth & building your future
The wealth managers at Manulife Securities Oakville are committed to helping clients achieve their financial objectives whether that’s building wealth, managing debt or saving for the future.
Will I have enough to maintain my lifestyle?
How much do I need to fund retirement?
Do I have the right type of investments?
Have peace of mind and establish your legacy
Freedom
Become equipped to choose the lifestyle you want by creating a financial plan that offers you the freedom of choice.
Partnership
Become part of a trusted relationship built on integrity and honesty to determine the financial solution that works best for you.
Independence
Possess the confidence and financial security that comes with having a customized strategy that equips you for life’s unexpected moments.
Financial Planning Guidance
We are here to help
✔︎ Educational seminars that will equip you in the basics of investment and financial planning to help you realize your financial goals
✔︎ Branch resources that include access to banking specialists, legal professionals, insurance and estate advisors, and accountants
✔︎ Succession planning for business owners to maximize the value of your business as part of your retirement and estate planning
Your Financial Success is Our Priority
Services we offer:
✔︎ Investment management
✔︎ Debt management
✔︎ Risk management
✔︎ Estate planning
✔︎ Business succession
✔︎ RRSP
✔︎ Insurance
✔︎ Legal Planning
✔︎ Assistance with Trusts
✔︎ Charitable Giving
✔︎ Retirement planning
✔︎ Tax planning
✔︎ RESP
✔︎ Tax Free Savings Accounts
Simple Path to Financial Success
Develop a complete financial plan
A financial advisor will help you achieve your financial objectives whether that’s building wealth, managing debt or saving for the future.
Have peace and confidence
Be assured your finances are well-managed and are on track for future success.
