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November 2019 Book a Meeting
 
 
Simple Goals for Living Well

This seems to be an increasingly topsy-turvy world with wacky politics and trade wars between the US and just about everyone else. And in Canada we have all just witnessed another hard-fought federal election that ended with a minority government. The question is how to navigate such tricky waters in daily life?

For example, a young client a few years ago agreed to purchase a starter life insurance program. When his insurance was approved, and it was time to deliver the contract, he wanted to wait a few weeks.

At the time, there was a lot of media buzz about...

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What You Don’t Know Could Cost You

The age old saying, ’Ignorance is bliss’, may apply to many things in life. However, when it comes to your finances, ignorance can be absolutely devastating.

Even the government is calling the startling low rate of financial literacy among Canadians an epidemic that can have catastrophic consequences for the nation’s economic future. A lack of knowledge on even the most basic financial matters has already led to a cascade of calamities that will have a far-reaching and long lasting affect on all of us.

Most of these people didn’t plan to fail; the problem is that they simply failed to...

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The Family Meeting

Phillip and Betty want their estate settled as smoothly and cost effectively as possible when the time comes. They have taken a number of steps to make sure this happens.

Phillip and Betty review their wills on a regular basis and make changes as necessary. They have discussed their wishes with each other regarding funeral and burial, and their financial and healthcare issues in the event either loses the capacity to make their own decisions.

They each completed a Personal Estate Record of their important documents and other information required to ease the settling...

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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. Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Beatrice Hale and Manulife Securities Incorporated and Manulife Securities Insurance Inc. ("Manulife Securities") do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Beatrice Hale or Manulife Securities. Mutual funds, stocks, bonds, GICs and financial planning services are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents. The information in this communication is subject to change without notice.
 
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305 Brock Street N. - Whitby, ON L1N 4H8
Ph: (905) 666-1604
 
 
The future belongs to those who believe in the beauty of their dreams.
 
Eleanor Roosevelt