At Manulife Securities and working with Elliot Baker and his team, we seek to truly understand our clients personal situation and financials goals and we rely on our in-house team of professionals when looking at short-term needs and long term objectives.
We begin the process with:
1. A detailed professionally prepared financial plan that is easy to understand and is tailored to your exact financial goal.
2. We implement strategies that both reduce tax and lower your investment fees.
3. We work only with top ranked research and top performing investment managers.
4. We monitor, keep you informed and meet at your desired frequency to review, re-evaluate and rebalance where necessary to achieve meaningful performance.