Financial planning is the roadmap to a brighter financial future. With values and goals well defined, it helps you make the right decisions in achieving them. Our areas of expertise include risk management (life, critical illness and disability insurance), asset management (mutual funds, segregated funds, ETFs and individual securities), retirement planning, education planning and estate planning.
Our firm specializes in helping Canadian professionals like doctors, dentists, accountants, and lawyers to name a few. We understand the tax challenge that high income earning professionals are facing. And we help you achieve building their wealth in a tax efficient manner. As a CFP designation holder, I subscribe to the financial planning process that FP Canada pronounces. (https://www.financialplanningforcanadians.ca/financial-planning/financial-planning-process-what-to-expect)
Notes:
Wendy Man CFA,CFP, CLU
Financial Planner and Investment Advisor, Manulife Wealth Inc. President and Director, Man & Man Financial Planning Inc. Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds and mutual funds. Insurance products and services are offered through Man & Man Financial Planning Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Additional disclosure information will be provided upon referral. Please confirm with your advisor which company you are dealing with for each of your products and services. Disclaimer: https://www.manulifewealth.ca/clients/en/corporate-disclaimers
