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Your Personalized Financial Plan

Organize, Integrate & Execute

Planning and Advice

Financial Planning is not a one time exercise. Once established, your plan becomes a living, breathing document. Review and adaption of the plan are as necessary as creating the plan on the first place. Our process ensures that no stone is left unturned.

Your Personalized Financial Plan

Organize, Integrate & Execute


Debt Management

We work with our clients to incorporate strategies to manage and restructure their debt more efficiently.  Managing debt is key when planning for a healthy financial future. This could include:

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Tax Minimization

We work with each of our client’s unique financial situation to reduce and defer income tax. This is generally accomplished by claiming the permissible deductions and credits available through current tax legislation:

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Children's Education Savings

We work with our clients to determine how much capital is required for post-secondary education purposes. This can be a significant expense and the government has provided certain incentives to begin saving early.

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Investment Management

We work with our clients to meet their specific investment goals and to provide the appropriate risk adjusted returns over their lifetime.

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Insurance & Estate

We discuss with our clients the importance of insurance and estate planning. Life, disability and critical illness insurance all play a role in protecting you and your family. Proper estate planning is also critical to ensure your wishes are executed and your family is taken care of.

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Employee Benefits

Benefits are an important part of an employee’s compensation package, but they are rarely understood. We help our clients make sense of their coverage and plug the gaps where needed. We discuss:

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Charitable Gifting

We discuss both the how much, and the how to, when making charitable contributions. 84% of Canadians over the age of 16 donate an average of $446 per year. This is over $10 billion dollars per year.

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Business Planning

Business owners have unique financial needs that should be considered in their long-term planning. We work with business owners to:

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Need Answers?

Don't hesitate to contact me today to bring clarity to your financial questions.

Contact Us

Contact Us
DKWealth@manulifesecurities.ca