The Value of a Financial Advisor

If you've ever wondered about the value that working with a professional financial advisor can provide, here's a short video that explains the benefits you'll receive with an advisor in your corner.

 

Explaining two new sections on your Manulife Securities account statements

Your December 31, 2016 account statements from Manulife Securities will include two new sections. One explains how your account's rate of return is being calculated, and the other helps you understand the commissions you pay on your account holdings. Click here to take a look at a guide that explains these two sections in more detail, and please get in touch if you have any questions at all.

How your rate of return is calculated

Many clients wonder how the rate of return on their statements is calculated. Here's a short piece that explains how Manulife Securities calculates rates of return on its clients' holdings. Feel free to get in touch if you have any questions after reading this.

Understanding your returns

There are different ways to calculate investment returns, and this video compares two of the most common calculations and explains where each is appropriate.  Click the image below to watch the video.

 

Group One Planning Solutions

Founded on the basis of client focus planning and advice, we look after our clients as if they were family. At Group One Planning Solutions we are able to offer a full range of protection and investment products and services from Life Insurance Companies, Banks, Mutual Fund companies, Trust companies, and Credit Unions.

Our clients benefit when we combine our teams experience, knowledge and skills with these products and services. We achieve the right solutions for their needs and fulfill the goals and objectives. Most importantly, our goal is to look after and grow with them into the future, that is why we are strategically building a multi-generational team who will be there.

We believe, "Plan First...Invest Second"™ as a plan sets the course and a regular review keeps it on track.

Referrals are our greatest compliment!

 

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Your consolidated portfolio access, 24/7

 

What do you live for?

This video will inspire you to ask yourself this one simple question and make healthy living choices to help you focus on the answer every day.

Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. in association with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. The Manulife Vitality Program is available with select policies. Please consult your financial representative to learn more and find out of you qualify for this product.

Introducing Manulife Vitality

Manulife Vitality life insurance can help you Live Healthy, Earn Rewards, and Save Money. For the first time, your life insurance has the potential to save you money and reward you for living a longer and healthier life. And best of all, it's fun and easy - so go out and get living!

Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. in association with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. The Manulife Vitality Program is available with select policies. Please consult your financial representative to learn more and find out of you qualify for this product.

The Health and Wealth Connection

In 2014, Manulife conducted a study to look at how Canadians feel about their personal financial situation and how that affected their physical and mental wellbeing. They've since updated those findings to gain a deeper understanding of the challenges financially unprepared employees face on a daily basis and shed more light on the role poor finances play on their overall mental and physical well-being. Click here to read more, and be sure to take the Financial Readiness Quiz at the end of the article. If you have any questions after reading this article or taking the quiz, give me a call.

What's your Vitality Age?

Your Vitality Age is a simple calculation which helps you understand more about your health. Your Vitality age may be lower or higher than your actual age and it serves as an indication of your overall health. To learn more and to calculate your age click here.

Vitality is a trademark of Destiny Health Inc., and is used by The Manufacturers Life Insurance Company and its affiliates under licence. Points levels for each Vitality Status and activity are subject to change.

Manulife Vitality - get a quote online

Answer just a few questions based on your financial situation today, and find out how much insurance you may need to help protect your family.

Click here to get started.

 

Insurance products are issued by The Manufacturers Life Insurance Company. Vitality and Vitality Status are trademarks of Destiny Health Inc., and are used by The Manufacturers Life Insurance Company and its affiliates under license.

Working with a professional financial advisor: Worth more than 1%?

Like many investors considering working with a financial advisor, you have probably asked: “What will I get for the fee I’m paying?” The simple answer: a professional dedicated to helping you stay focused on your financial plan to help achieve your financial goals.

Please click here to read more about the significant value you'll receive from working with a professional financial advisor.

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Solutions - Winter 2016

In the Winter 2016-17 edition:
Dealing with debt before retirement
Moving forward without moving out
What to look for when buying travel insurance

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