@Private Wealth Management Services
Investment & Asset Management
Offered through Manulife Wealth Inc.
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Goal setting and Required Rate of Return
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Asset allocation based on personal goals and objectives
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Ensuring investment selection is inline with goals & risk tolerance
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Tax efficiency of Investments
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Fee Analysis
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Continuous Monitoring and goal checks
Tax Maximization Strategies
Offered through Manulife Wealth Inc.
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Tax efficiency of investments
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Tax deferral
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Tax conversion
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Passing assets through your estate
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Income splitting
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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.
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Retirement Income Projection and Analysis
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Pension Analysis
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Severance
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TFSA, RSP
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Goal Setting
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CPP and OAS Analysis
Corporation Tax Savings Strategies & Risk Management
Offered @Private Wealth Management Inc.
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Corporate Owned Insurance
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Corporate Immediate Financing Arrangement ( also known as Unlimited Banking)
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Tax Free Growth Corporate income
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Capital Dividend Credit Strategies
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Corporate liquidity Cash Value leveraging access
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Corporate downside Income protection
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Asset protection
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Family protection
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Corporate Critical Illness - Return of Premium at Death
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Succession Plan
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Corporate Leverage
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Estate protection confidentiality
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Travel Insurance
Corporations and Businesses
Offered through Manulife Wealth Inc.
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Investment and Asset Management
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Group RSP
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Tax Efficiency of Business Income
Estate Planning
Offered through Manulife Wealth Inc.
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Legacy Planning
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Inheritance
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Intergenerational transfers
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Estate Bond
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Gifting to children
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Trusts
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Charitable donations
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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
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Education planning
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Short-term goal planning
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Debt management
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Beneficiary audit
The speed of your success is limited only by your dedication and what you’re willing to sacrifice
– Nathan W. Morris