Helping you build, manage & protect your financial future

Insurance, Investments, Retirement & Benefits

 

Personal Services

  

Corporate Services

  

 

Offered through Diversified Financial Concepts

  • Personal Planning
  • Personal Insurance Consulting
    • Life Insurance
  • Overhead Expense Insurance
    • Disability Insurance
  • Personal Investments
    • Segregated Funds
    • Guaranteed Investment Certificates
    • RRSP, RESP, TFSA
  • Bank Assisted Concepts and Products*
  • Loans and Mortgages*
  • Health and Dental
  • Travel Insurance

*Banking products and services are offered through referral

Offered through Manulife Wealth Inc.

  • Personal Planning
  • Personal Investments
    • Mutual Funds
    • Guaranteed Investment Certificates
    • RRSP, RESP, TFSA
  

 

  • Planning for Business Continuation
  • Funding for Shareholder Agreements
  • Executive and Key Person Benefit Programs
    • Employee Group Benefits
    • Group RRSP and Pension
  • Individual Pension Plans
  • Bank Assisted Concepts*
  • Loans and Corporate Mortgages*
  • Advanced Estate Planning  Co-ordination
  

 

 

 

 

 

Tim's Reading Corner

  • The Secret Millionaires Club is an animated series that features Warren Buffett as a mentor to a group of entrepreneurial kids whose adventures lead them to encounter financial and business problems to solve. The program teaches the basic of good financial decision making and some of the basic lessons of starting a business.

Introducing Manulife Vitality

Manulife Vitality life insurance can help you Live Healthy, Earn Rewards, and Save Money. For the first time, your life insurance has the potential to save you money and reward you for living a longer and healthier life. And best of all, it's fun and easy - so go out and get living!

Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. in association with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. The Manulife Vitality Program is available with select policies. Please consult your financial representative to learn more and find out of you qualify for this product.

 

Manulife Vitality - get a quote online

Answer just a few questions based on your financial situation today, and find out how much insurance you may need to help protect your family.

Click here to get started.

 

Insurance products are issued by The Manufacturers Life Insurance Company. Vitality and Vitality Status are trademarks of Destiny Health Inc., and are used by The Manufacturers Life Insurance Company and its affiliates under license.

Solutions for Financial Planning - Boots on a staircase with purple flowers growing from them

In the Spring 2024 edition:

Small Steps, Big Impact - Plan ahead for a long, healthy and prosperous life.