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Financial Advisory
Solutions for Business Owners

Navigate the complexities of business ownership with ease. Let us assist you with addressing concerns, such as retirement planning and financial management.

Owning a business is a rewarding, yet demanding experience. At Manulife Securities we recognize the importance of having a comprehensive financial strategy that addresses not only your business and employees' needs, but also your own and your family's.

The Top 3 Things You Should Be Thinking About

Protecting Your Business

You've put in a great deal of effort and dedication into building your business, and being a business owner can be challenging. Therefore, having the right investment and protection strategies is crucial for you and your business. It's also essential to ensure that your retirement plan is suitable for both you and your employees.

Having a Well Thought Out Plan

Importantly, your business can provide a source of retirement income, the foundation for a new business, or a legacy for future generations. It's vital to develop strategies that protect the value of your business and key employees, while also ensuring a smooth transition. Whether you plan to sell your business, pass it down to the next generation, retire, or face unexpected events, it's crucial to have a plan in place.

Focusing on Employees

Providing a retirement savings plan for your employees is not only beneficial for their future, but it can also help you retain and attract top talent. Also, a retirement plan is considered the second most important piece of a benefits package, after healthcare. By offering a retirement plan, you can help yourself and your employees prepare for the future while potentially taking advantage of tax benefits.

How we can help.

Our goal is to understand what's important to you, your family, and your business, so we can help you reach your goals. We believe that a systematic approach is the best way to achieve this.

We understand that you have many priorities, so we offer a range of options to choose from. A buy-sell agreement can help you plan your exit, while life insurance can play a crucial role in protecting the value of your business and providing for your loved ones.


Tax Strategies


Legacy Planning

Contact a financial advisor near you.
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