Our Values

Respect, honesty, integrity, team work.

Our Mission

Our team is committed to protect your financial assets and to offer risk management solutions designed to meet your objectives and your needs. We use flexible and individual strategies, based on listening, counselling and advanced-planning, that will allow you to safely shape your life the way you want.

Our Method

The key to a well-planned inheritance scheme is to organize your assets in the best and easiest way so as to facilitate their design, use, safe-keeping and allocation. For example, a life insurance could just be the correct tool to proper funds allotment and income tax rebate after death, while meeting the particular requirements and needs of members of your family or beneficiary heirs. Same goes for disability due to an accident or disease.

If your portfolio has to be updated or modified, like cancelling a life insurance, our advice is to call upon experts in their field (accountant, tax specialist, actuary, barrister, etc.).

And don’t forget that planning your personal estate is a work-in-progress: we strongly advise periodical updates to take into account variations in your personal, family and professional life, as well as legal and statutory changes.

Manulife Financial

Manulife Financial is a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. Our international network of employees, agents and distribution partners offers wealth management products and services including individual life insurance, group life and health insurance, long-term care services, pension products, annuities, mutual funds and banking products. We provide asset management services to institutional customers worldwide and offer reinsurance solutions, specializing in property and casualty retrocession.

The Company operates in Canada and Asia through the brand name “Manulife Financial” and in the United States primarily through the brand name “John Hancock“.

To learn more, click here.

In the Fall 2017 edition:
Solutions celebrates 15 years
The family dollar juggling act
Retire happy, stay healthy