Resources

To provide answers to frequently asked questions about money, and other life issues, we have assembled a large quantity of online resources. You can either browse the topics below or use our Search Tool above to find articles pertaining to almost any type of financial situation.

If you need additional assistance, please don't hesitate to send us an email or call our office.

Retirement Planning

Retiring Soon? You Can Do It !
Registered Retirement Savings Plans
Registered Retirement Income Funds
Lifelong Learning Plan
Pension Income Splitting

Estate Planning

Caring for your aging parents
Joint accounts
Understanding Your Insurance Needs
Charitable Planned Giving

Balanced Financial Wealth Management is a trade name used to carry on business related to stocks, bonds and mutual funds products only. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Agency. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services.

Resources

Investment Planning

Careers, Education Planning

Tax Planning

Retirement Planning

Estate Planning