B T R Financial Planning

At Manulife Wealth, we understand that financial guidance is not just about money, but about living the life you want. Our team of experienced financial advisors is dedicated to helping Canadians achieve their financial goals and build a brighter future.

Our Services

We offer a comprehensive range of financial products and services tailored to meet the unique needs of our clients. Whether you're just starting out, building your career, or nearing retirement, we can help you feel financially assured. Our services include:

• Investment planning: Our investment dealer dealing representatives offer a wide range of investment products, such as stocks, bonds, and mutual funds.
• Insurance planning: Our life insurance agents provide customized insurance solutions to protect your loved ones and secure your financial future.
• Planning for major life events: We help you prepare for significant life events such as retirement, divorce, or buying a home.
• Wealth management: Our financial planners work with you to create a personalized wealth management strategy that aligns with your financial goals and values.
• Financial education: We believe that financial literacy is key to making informed decisions about your money. We offer educational resources and workshops to help you learn more about personal finance.

Our Approach

Our approach to financial planning is centered around you. We take the time to understand your unique situation, goals, and priorities, and create a customized plan that addresses your specific needs. We believe that financial planning is a holistic process that considers all aspects of your financial situation, from your income and expenses to your investments and insurance needs.

Our Team

Our team of financial advisors is dedicated to providing you with the highest level of service and expertise. Our advisors are certified professionals with extensive knowledge and experience in the financial industry. We are committed to staying up-to-date on the latest financial trends and strategies, so you can be confident that you're receiving the best possible guidance.

Our Process

Our process is designed to be collaborative and client-focused. We take the time to listen to your concerns and goals, and work with you to create a personalized financial plan that aligns with your values and priorities. We are committed to transparency and honesty, and work in your best interests to help you achieve your financial goals.

Our Values

At Manulife Wealth, we value our clients and are committed to providing you with the best possible service and expertise. We believe in the importance of:

• Integrity: We are committed to honesty and transparency in all our dealings.
• Expertise: We are dedicated to staying up-to-date on the latest financial trends and strategies.
• Client-centricity: We believe that our clients are at the heart of everything we do.
• Community: We believe in giving back to our community and supporting local causes.

Client Resources

We believe that financial planning should be accessible to everyone. That's why we offer a range of financial resources and tools to help you manage your finances and achieve your goals. From financial planning calculators to investment newsletters, we've got you covered.