What we do for our clients.

We provide the following services.

    • Our Financial Plans Include:

      • Investment Planning

      • Retirement Planning

      • Education Planning

      • Tax Minimization

      • Estate Planning

      • Emergency Planning & Risk Management

      • Planning for Major Purchases

      • Cash Flow Management

    • Other Planning Services:

      • Group Retirement Planning (Employer Pension Plans)

      • Group Benefits (Employer Group Insurance - Health, Dental, Life, Disability etc.)

    • Stocks

    • Bonds

    • ETFs

    • Mutual Funds

    • Separately Managed Accounts

    • Private Equity/Hedge Funds - Offering Memorandum (accredited investors only)

    • Real Estate Investment Trusts

    • Mortgage Backed Securities

    • Segregated Funds

    • GICs

    • High Interest Savings Accounts

    • Life Insurance (Term, Whole Life, Universal Life)

    • Disability Insurance

    • Critical Illness

    • Personal Benefits (Health and Dental)

    • Group Benefits

    • Segregated Funds

    • Annuities

    • Mortgage Protection Insurance

    • Income Protection Insurance

    • Travel Insurance

    • Banking and Lending Provided through Manulife Bank

      • Mortgages (upon referral)

      • Loans

      • Lines of Credit

      • Bank Accounts - Chequing and High Interest Savings (Personal and Corporate)

    Borrowing Disclosure: Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.

  • Mergers and acquisitions (M&A) involve the consolidation of companies or assets through various financial transactions, with mergers combining two entities into one and acquisitions involving one company purchasing another. These strategic moves aim to enhance competitive positioning, expand market reach, and create shareholder value.

    At MPWMI, M&A services are offered strictly on a referral basis and are facilitated through our trusted partner, Manulife Capital Markets. This collaboration ensures clients receive expert guidance and comprehensive support throughout the transaction process.

    • RRSPs (RRIFs)

    • Spousal RRSPs

    • TFSAs

    • RESPs (Individual and Family Plans)

    • RDSPs

    • LIRAs (LRSPs, LIFs)

    • Non-Registered

    • RBC Global Asset Management

    • TD Asset Management

    • CIBC Asset Management

    • Dynamic Funds (Owned By Scotiabank)

    • BMO Global Asset Management

    • Manulife Investment Management

    • Vanguard Investments

    • Black Rock (iShares)

    • PIMCO

    • Mackenzie Investments

    • Edgepoint

    • Capital Group

    • Nine Point Partners

    • CI Investments

    • Many More

    • Manulife

    • Sun Life

    • Canada Life

    • RBC Insurance

    • BMO Insurance

    • Desjardins Insurance

    • Industrial Alliance

    • Empire

    • Canada Protection Plan

    • Equitable Life

    • Assumption Life

    • Foresters

    • Ivari

    • La Capitale

    • Allianz (Travel Insurance Only)

    • And More

If you are interested in learning more, please book an appointment.

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