Focused WealthCare helps you coordinate your lifestyle and financial goals, through education, best tax practices, sensible investing and insurance solutions that minimize risks and form the basis of your plan.
Customized solutions get you where you want to be, when you want to be there.
With over 60 years of combined experience, we (Michele and David) know how to bring clarity to your your goals and concerns.
As developers of the The Integrated WealthCare Advice Program(R) we have experience with everything from the most common planning concerns to the much more complex concerns of High Net Worth clients.
Once your personal situation is clear, recommendations and implementation are easy steps that will help you sleep at night.
Determining the best approach.
Managing the financial impact when you change paths.
Manulfe Vitality gives you the tools to get healthier and the rewards for reaching your goals. To learn more, visit Manulife.ca/Vitality