MANION & ASSOCIATES FINANCIAL SERVICES
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Segregated funds
Segregated funds are a timely, private and cost-effective way for your clients to transfer wealth to their loved ones. By naming a beneficiary on their BMO Guaranteed Investment Funds policy, these investments can bypass the costly probate process* upon their death which can save time and money.
Plus, unlike traditional investments, BMO Guaranteed Investment Funds provide a deposit guarantee upon death as well as creditor protection** which can be an integral part of their wealth transfer plan.
Why Critical Life Insurance
Money Stress
Stressed about money? You’re not alone. For more information visit www.mysolutionsonline.ca by Manulife.
Why do I need Insurance?
Build a financially secure future. For more information about BMO Insurance or our products, please consult your insurance advisor
Term 100 Insurance
When should I get Life Insurance?
Insurance doesn’t have to be complicated. Whether you’re looking to get protection for your home, your income, your family or your car, RBC Insurance can help you get it. Just ask this woefully inexperienced baby about life insurance.
A Climate Friendly Approach to Investing
New investment solutions favour companies with strong strategies to reduce carbon emissions.
Four things you may not know about your Advantage Account
When you get a new bank account, most banks ask you to choose between a great interest rate, no fees and the ability to bank the way you want.
With your Advantage Account, you don’t have to choose.