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.

Do you have enough for retirement?

Do you have enough for retirement?

Many of us dream of the day that we can retire and have the time to ourselves that we have dreamed of for so many years. But, to have a genuinely contented and relaxing retirement, you need to ensure that you have the means to afford it. So, now’s the best time to consider the three critical stages of retirement planning.

How will rising interest rates impact Canadians?

How will rising interest rates impact Canadians?

You’ve likely heard much about interest rates, especially house prices and mortgages. Rising interest rates will impact everyone, whether they are borrowers or savers.
Read our article on how to prepare.

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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