Latest From Our Blogs & Insights

Not everyone will retire!

Raymond Snoei of Manulife Securities Inc. discusses his approach to creating a financial plan and investment strategy for retirees and folks who may never want to retire.

January 22, 2021

Top Cyber Security Tips to Utilize While Working From Home

As millions of Canadians continue to work from home, it's important that you utilize cybersecurity measures even when you are not at the office. These 8 tips can help keep your work secure.

January 22, 2021

Orillia, Barrie and Muskoka Retirees - 5 Financial Tips For Funding Your Retirement Bucket List

COVID-19 has put a damper on a lot of things this year, but your future plans aren't all canceled. Orillia, Barrie and Muskoka retirees, use these 5 tips to boost your financial security and help fund your retirement bucket list.

Lifestyle Health Wealth

November 23, 2020

Socially Responsible Investing (SRI) Is Trending in 2020. If You Haven't Considered It, Here's What Might Change Your Mind

Orillia retirees - if 2020 has ignited a passion for realigning your wealth with your values, socially responsible investing may be right for you.

Lifestyle Wealth

October 30, 2020

In this issue - Remembrance Day, US elections and historical performance, estate and personal financial organizer

Lifestyle Wealth

October 29, 2020

As with so many other things, the pandemic in 2020 is going to make it difficult to honour those who fought for our freedom.

Remembrance Day is a day for all Canadians to remember the men and women who served and sacrificed for our country. It is a day we encourage every individual, young and old, to pause, to give thanks and to remember.”

Lifestyle

October 26, 2020

Estate and Personal financial organizer - Solutions For Financial Planning*

Great resource to summarize your personal financial information. Life is better when you are prepared. Solutions For Financial Planning, Fall 2020

Lifestyle