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Investment Services & Corporate Tax Saving Strategies

Our focus on cash flow and diversification beyond stocks and bonds, preserves capital while building wealth.

@Private Wealth Management Services

Investment & Asset Management
Offered through Manulife Wealth Inc.

  • Goal setting and Required Rate of Return

  • Asset allocation based on personal goals and objectives

  • Ensuring investment selection is inline with goals & risk tolerance

  • Tax efficiency of Investments

  • Fee Analysis

  • Continuous Monitoring and goal checks

Tax Maximization Strategies
Offered through Manulife Wealth Inc.

  • Tax efficiency of investments

  • Tax deferral

  • Tax conversion

  • Passing assets through your estate

  • Income splitting

  • Intergenerational transfer

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  • ​​Tax minimization strategies abide by rules set forth by the CRA and may require us to work along side a Chartered Accountant

Retirement Planning
Offered through Manulife Wealth Inc.

  • Retirement Income Projection and Analysis  

  • Pension Analysis

  • Severance

  • TFSA, RSP

  • Goal Setting

  • CPP and OAS Analysis

Corporation Tax Savings Strategies & Risk Management 
Offered @Private Wealth Management Inc.

  • Corporate Owned Insurance

  • Corporate Immediate Financing Arrangement ( also known as Unlimited Banking)

  • Tax Free Growth Corporate income

  • Capital Dividend Credit Strategies

  • Corporate liquidity Cash Value leveraging access

  • Corporate downside Income protection

  • Asset protection

  • Family protection

  • Corporate Critical Illness - Return of Premium at Death

  • Succession Plan

  • Corporate Leverage

  • Estate protection confidentiality

  • Travel Insurance

Corporations and Businesses
Offered through Manulife Wealth Inc.

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  • Investment and Asset Management

  • Group RSP

  • Tax Efficiency of Business Income

Estate Planning
Offered through Manulife Wealth Inc.

  • Legacy Planning

  • Inheritance

  • Intergenerational transfers

  • Estate Bond

  • Gifting to children

  • Trusts

  • Charitable donations
     

  • Some Estate Planning strategies may require the involvement of a legal professional

Other offerings
Offered through Manulife Wealth Inc.

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  • Capital needs and cash flow analysis

  • Education planning

  • Short-term goal planning

  • Debt management

  • Beneficiary audit

The speed of your success is limited only by your dedication and what you’re willing to sacrifice

– Nathan W. Morris

Manulife Wealth Inc.

Strength and stability of Manulife 130+ years of history Serving ~34 million customers worldwide2 More than C$1.3 trillion assets under management and administration2 40,000 employees globally2 $40.7 million in donations, sponsorships and other types of community investments2

Independence and advice with Manulife Wealth More than 1,000 independent advisors across Canada3 More than $52 billion in assets under administration3 

2 "Manulife annual report 2022," December 31, 2022. 3 As of September 2023. 

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