Though most of us wouldn’t venture onto a public beach without proper swimwear, many people do enter into an investment strategy without being adequately prepared, or before their investment objectives have been examined. Without identifying investment objectives, you run the risk of losing control over one of your most important assets—your personal wealth.
At Manulife Securities, one of the first things we do is help you to make your investment objectives clear. We understand that your expectations and goals may be different from the next person and should, therefore, be treated in the same personalized manner that we conduct each stage of our wealth management process.
Once your objectives become clarified, we then create a well-designed retirement or investment plan, structured to meet your needs which will drive your investments toward your ultimate goals. We then report back to you on a regular basis to monitor our progress and to ensure that your objectives are met or exceeded over time.
Before you go swimming in the potentially choppy waters of the investment market, allow us to fit you with the security of proper attire.
About Manulife Securities Incorporated
Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers. Our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs.