Monarch Insurance & Financial

At Manulife Wealth Inc., we pride ourselves on offering sound, honest, financial advice based on education, knowledge, and experience. Our team is committed to helping you achieve financial freedom by providing easy-to-understand recommendations and implementing them every step of the way. We believe that the decisions you make today can impact your financial future, and we're here to guide you through the process.

Our Process

Our process is designed to provide you with a personalized approach to achieving your financial goals. Whether you're planning for retirement, navigating long-term care, or simply looking to feel more financially assured, we'll work with you to develop a customized strategy that meets your unique needs. Our team of experts will take the time to listen to your concerns, understand your goals, and provide you with actionable advice to help you achieve financial freedom.

Services

From estate and business succession planning to investments and retirement planning, we offer a wide range of financial services to help you feel financially secure. Our team of experienced financial advisors is dedicated to helping you achieve your goals, and we're committed to providing you with the highest level of service and support.

Portfolio Management

At Manulife Wealth Inc., we believe that a well-managed portfolio is essential to achieving your financial goals. Our team of portfolio managers has the expertise to help you create a diversified portfolio that reflects your risk tolerance, investment objectives, and time horizon. We'll work with you to identify your goals, develop an investment strategy, and implement it in a way that aligns with your values and risk tolerance.

Insights

Staying informed about the latest financial trends and market developments is crucial to making informed investment decisions. Our team of experts provides regular insights and articles to help you stay ahead of the curve. From market analysis to financial planning tips, our insights are designed to educate and inform, giving you the confidence to make smart financial decisions.

Client Resources

We believe that your financial life shouldn't be complicated. That's why we've created a centralized hub of resources to help you manage your finances with ease. From investment tools to financial planning calculators, our resources are designed to provide you with the information you need to make informed decisions. Bookmark this page for easy access to all of your financial tools and resources.