Successfully transitioning Families to a work optional lifestyle
Financial Planning*
• Financial Management - Focuses on current and future financial position.
• Asset Management - Focuses on how best to manage assets.
• Risk Management - Focuses on strategies to manage exposure to unexpected financial loss.
• Tax Planning - Focuses on managing current and future tax exposure.
• Retirement Pla
nning - Focuses on financial welfare after employment ends.
• Estate Planning - Focuses on settling final obligations and transferring assets to beneficiaries.
* Insurance Planning - Understanding the risks your family faces and how to protect them.
* Financial Planning Components and descriptions adapted from the Financial Planning Standards Council - " CFP® Professional Competency Profile." Plan Fulfilment or Implementation
• Investment portfolio advice and sales
• Income Protection and replacement programs
• Business Continuity and Succession planning
• Specialized Business and Business Owner products and services
• Ongoing follow up and consultation
SPECIALIZING: In giving my clients the piece of mind that as their life unfolds and their needs evolve that there is a plan, a process, and a structure in place to take care of them. Working out of Swift Current
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Stocks, bonds, and mutual funds are offered through Manulife Securities Incorporated. Insurance products are offered through Mercator Financial Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Securities Legal Disclaimer http://www.manulifesecurities.ca/corporate-disclaimers.html
