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Your world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of advice is more important than ever before. Ray will work with you to identify what's important to you, and help set your goals to give you the confidence in a plan that meets your needs today and for your future.
"Ray Snoei has been our Financial Planner since August 2017, providing my husband and I with ongoing investment advice, retirement financial planning ,and professional support especially during the sale of our house and purchase of a condo in early 2020 and now during COVID19. We appreciate the rapport we have with Ray and his expertise and ability to align our agenda with his agenda to make us feel comfortable with our decisions regarding financial concerns and goals." - D. Jones
"I met Ray many years ago when he came to work for us at Atkinsons and Associates as a financial advisor. When John sold the business a few years later to become the Ontario Director for one of Canada’s largest Group Benefits companies, Ray was the natural choice to not only take over our existing clients, but our own financial portfolio as well. And a brilliant job he did. When John was diagnosed with cancer in 2016, one of the first things we did was to have Ray set up a program for me, that enables me to budget my income monthly. Financial security is huge in our golden years, and I am thankful for Ray’s investment counsel. I trust Ray completely with my finances. Thank you." - S. Atkinson.
"As you know, I moved here from Montreal 4 years ago. My daughter, who has lived in the area for years, arranged a meeting with you. Ray, I have only known you for four years but it was the best choice I have made in years. I was honest with you. I know little about the stock market. You know the whole story and what I need. Ray, you promised to take special care of my account. You have been wonderful and patient when I call – callback as soon as possible and answer my questions. You have even advised me on other matters that have nothing to do with the market. I keep telling you how much I appreciate you but I thought that if I put it in writing you would really believe me – so here it is – Your help and caring are some of the best things that have happened to me since I moved here. Thank you again." - P. Page
We love to hear about your experiences, suggestions and feedback!
Facing the unexpected takes the expertise of a financial professional to help plan for whatever comes along. Even in the most unpredictable times, we have the proven experience to provide you with the knowledge and resources you need to succeed. We work together with our clients, providing them with easy-to-understand recommendations and helping to implement them every step of the way.
To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.
Whether you’re investing for the first time, saving for the future or embarking on retirement, let us help you build a plan to meet your needs and reach your unique goals. We will provide you with expert advice on the best investment products and solutions based on your unique priorities and risk tolerance.
We help people protect what is important to them. With the right Insurance solutions and products, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which may include:
By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. An estate plan needs to align with your whole financial picture, including investments and insurance.
Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.
We want to make it easy for you! Send us your question, request a free consultation, or use the link below to book an Introductory Meeting directly in our calendar.