Hanna Financial Group

Welcome to our financial services firm, where we strive to help you make financial decisions with confidence by understanding what money means to you. We believe that money is a tool for living the life you want, and our goal is to assist you in achieving that life. Our team is dedicated to offering sound, honest, financial advice based on education, knowledge, and experience.

Our Team

Our team is comprised of skilled professionals who are committed to contributing positively to the quality of our clients' lives and their financial future. Our advisors include:

• Ted Hanna CFP, CLU, CH.F.C. Life Insurance Agent, Hanna Financial Group Inc. Mutual Funds Representative, Manulife Wealth Inc.
• Patrick Hanna B. Comm., CFP, CLU Life Insurance Agent, Hanna Financial Group Inc. Mutual Funds Representative, Manulife Wealth Inc.
• Sherri Candia Administrative Assistant, Hanna Financial Group Inc. Administrative Assistant, Manulife Wealth Inc.

Our advisors are registered with Manulife Wealth Inc. and offer mutual funds, while insurance products and services are offered through Hanna Financial Group Inc. Banking products and services are offered through referral arrangements with our related company, Manulife Bank of Canada.

Our Commitment to Value

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We prioritize our clients' goals and concerns and work exclusively for their benefit with respect and confidentiality. Our commitment to value is reflected in our clear vision and direction for providing the value of advice, even in the face of ever-changing markets.

Services & Solutions

We offer a variety of financial products and services tailored to meet your specific needs, no matter what stage of life you're in. Our services include:

• Insurance Solutions: We understand that it's not what we have in life, but who we have that matters. With the right insurance solutions, you can protect the ones you love and have peace of mind. Our insurance solutions include life insurance, disability insurance, critical illness insurance, and long-term care insurance.
• Investment Solutions: We offer a range of investment solutions that are designed to help you achieve your financial goals. We take the time to understand your financial situation, risk tolerance, and time horizon to help you make informed investment decisions. Our investment solutions include mutual funds, exchange-traded funds (ETFs), stocks, and bonds.
• Retirement Planning: We can help you plan for a comfortable and secure retirement. We'll work with you to create a retirement plan that takes into account your income, expenses, and goals. We'll also help you choose the right investment vehicles to help you grow your wealth over time.
• Estate Planning: We can help you protect your assets and provide for your loved ones after you're gone. We'll work with you to create an estate plan that reflects your wishes and minimizes taxes.
• Tax Planning: We can help you minimize your tax bill and keep more of your hard-earned money. We'll work with you to create a tax plan that takes into account your income, deductions, and credits.
• Cash Management: We can help you manage your cash flow and make the most of your money. We'll work with you to create a budget, manage your debt, and save for the future.

Client Resources

We believe that financial education is essential for making informed decisions. That's why we offer a one-stop-shop for your financial tools and resources. Our client resources include:

• Financial Calculators: Our financial calculators can help you make sense of your financial situation and make informed decisions.
• Educational Resources: We offer a range of educational resources, including articles, whitepapers, and webinars.
• News and Insights: We provide regular updates on the latest financial news and insights.