Organizing your finances can be described as "maximizing all of your available resources to achieve your goals in the shortest possible time."

Here's a process we think might work for you:

  1. Clarify your present situation by collecting and assessing all relevant financial data; assets and liabilities, tax returns, records of securities transactions, insurance policies, wills and pension plans.
  2. Identify financial and personal goals and objectives, and also clarify your financial and personal values and attitudes.
  3. Identify financial problems that can create barriers to your financial independence.
  4. Consider all recommendations and alternative solutions.
  5. Implement the right strategy to ensure that you reach your goals and objectives.
  6. Review and revise your plan to ensure that you achieve your goals.

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Mutual funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Manulife Securities Insurance Agency. Banking products and services are offered through referral.