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Financial Planning

Integrated financial planning ensures the financial disciplines of wealth management connect. 

 

These include, but are not limited to:

  • goal setting

  • forecasting and tracking

  • constructing tax-efficient investment portfolios

  • strategic asset allocation

  • tax planning

  • retirement planning

  • estate planning

  • behavioral finance

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A good financial plan is intricate and complex. At EB Wealth, we connect essential elements of financial planning and guide your financial success with intent, according to your financial and non-financial objectives. 

How much income is right for you?

A really important question facing anyone planning for retirement...

The Replacement Ratio - making it personal. 

What percentage of a person’s pre-retirement income will be needed to maintain their lifestyle...

Manulife Securities Investment Services Inc. does not make any representation that the information provided in the 3rd Party articles is accurate and will not accept any responsibility or liability for any inaccuracies in the information or content of any 3rd party articles. Any opinion or advice expressed in the 3rd party article, including the opinion of a Manulife Securities Advisor, should not be construed as, and may not reflect, the opinion or advice of Manulife Securities. The 3rd party articles are provided for information purposes only and are not meant to provide legal accounting or account advice.

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