HOW WE WORK TOGETHER

Clarity Meeting

We talk and get clarity on your financial goals and dreams.

Your Financial Road Map

We create a customized financial roadmap tailored to your unique situation. 

Retire with Confidence

Relax and enjoy your retirement with financial confidence. 

LATEST BLOG

Keep up to date with the latest news and helpful websites that share important information related to your business and retirement needs.

Financial Planning

Financial Planning

A financial plan looks at where you are today and where you want to go. It determines your short, medium and long term financial goals and how you can reach them.

Investment Planning

Investment Planning

We all have a different purpose or objective, be it saving for a house, your child’s future education or even for your retirement and we will be able to support you in choosing the most appropriate investments for your own situation.

Insurance Planning

Insurance Planning

Insurance is often thought of as an optional extra in the area of personal and business finance – a “nice to have” which can offer protection if things go wrong but certainly not as an important asset in its own right. However, it’s true to say that intelligent insurance planning is a strategy which can protect the vital asset of your ability to earn an income – perhaps the most important asset that you have.

Swift Current Office

 

1- 877-575-0587

info@wordpress-786011-3037018.cloudwaysapps.com

250 Central Avenue North- Suite 3

Swift Current, SK, S9H 0L2

 

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Mutual funds are offered through Manulife Securities Investment Services Inc. Stock Bonds and mutual funds offered through Manulife Securities Incorporated. Insurance products and services offered through Mercator Financial Inc. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company. Please confirm with your advisor which company you are dealing with for each of your products and services. Financial Planning offered through Mercator Financial Inc. and Manulife Securities Incorporated. Financial Planning services offered by MFDA Advisors through Mercator Financial Inc. who hold the Certified Financial Planners designation. Financial Planning services offered by IIROC Advisors through Manulife Securities Incorporated who hold the Certified Financial Planners designation. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. The Manulife Bank Advantage Account is offered by Chad MacLeod, Norm Tonnies, Travis Cuthbert, Juan Cabrales, Randy Sommerfeld and Mark Jensen through referral arrangement with their Insurance business Mercator Financial Inc. and is separate from Manulife Securities Investment Services Inc. product offerings. Please confirm with your Advisor which company you are dealing with for each of your products and services

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