Articles & Insights

All dealer organizations in Canada such as Manulife Securities require the completion of “KYC” information when opening new accounts. KYC stands for “know your client”.

Investing during times of economic downturn is often challenging for the fearful investor. At the same time, others may look for opportunities. But now is not the time for greed. Now is the time for calculated decision making.

In over 25 years in the business Phil has never seen anything like this before. We are in unprecedented times and there is not one specific reference point or benchmark that we can rely on for comparison. This is not to be interpreted as the worst it has ever been. This WILL come to an end.

These are truly historic times. As the global community grapples with the pandemic beast known as COVID-19, grocery store shortages, and quarantines - the robust bull market that began in March of 2009 has transitioned into a bear market, as of March 2020.

Canadian astronaut Chris Hadfield says space crews view their operations as an expedition, and the same goal-oriented mindset can help people manage being isolated during the COVID-19 pandemic.

What a crazy world we live in. For the last number of weeks, we have been jostling around to find our new normal. I still have my surreal moments… on a daily basis.

A goals-based approach targets financial planning to meet objectives throughout life.

Whether your 20, 30, 50 or somewhere in between learn how to invest at any age to secure a more comfortable retirement.

The title to this year’s economic forecast is…the same as last year. Admittedly, I will fail to earn any creative title credit, but the fact of the matter, there are similarities between 2019 and 2020 with a few exceptions.

Enjoy a make-ahead version of a family-favourite meal.

When considering whether or not you should get life insurance, it’s important to evaluate how many people rely on you for financial support, as well as how much that support entails.