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Simcoe Wealth | Manulife Securities Incorporated

It’s not just about money—it’s about you, family, and community.

The Financial Planners at Simcoe Wealth | Manulife Securities Incorporated work in partnership with you to build a financial strategy that focuses on meeting your personal and financial goals so that you can spend your valuable time where it matters most; with your family or friends, doing the things you love, or giving back to the community.

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, let us help you build a plan to meet your needs and reach your unique goals. We will provide you with expert advice on the best investment products and solutions based on your unique priorities and risk tolerance.

  • Portfolio options and diversification
  • Guaranteed Investment Certificates (GICs)
  • Registered Retirement Plans (RRSP, RRIF)
  • Registered Education Savings Plan (RESP)
  • Tax-free Savings Account (TFSA)

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.

  • Cash Flow Management and Needs Analysis
  • Tax minimization strategies
  • Registered Retirement Plans (RRSP, RRIF)
  • Locked-in Retirement Account (LIRA)

Contact us to get started!

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.

The opinions expressed are those of the author and may not necessarily reflect those of the Advisor and Manulife Securities Incorporated.


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