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At Devin Financial group, we have the experience and expertise to provide you with solid, personalized financial advice to put you in the driver’s seat and set your GPS on the right path to your financial freedom.
Select the below steps to see how we can help you along your path.
Wealth ManagementCustomized & personalized solution that considers your risk tolerance, time horizon, tax efficiency and goals.
Save, invest and grow your wealth with strategies based on your priorities now and as they change over time.
Insurance & Estate PlanningSeveral things can happen while on your journey such as a flat tire or an accident. Safeguard you, your family and/or business is protected from these risks to ensure you arrive safely at your final destination.
Whether you want help covering final expenses or building a legacy, you can protect your family or business. When composing your individualized plan we explore several risks, death, disability and critical illness. These can negatively affect you achieving your financial goals.
Financial PlanWe make sure you have fuel in your vehicle and your seatbelt on, but if you don't know where you're going you will never leave your driveway. Here are the step by step directions to get you to your destination.
Whether retirement is soon or years away, do you know if you’ll be able to live your life the way you’d like?
Your retirement is about so much more than ending a career. It’s about starting something new and making the most of the opportunities ahead.
Review your retirement savings including: pension plans, savings accounts, non-registered investment accounts and registered investments. Then speak to your advisor to have them forecast how much income you’ll likely generate for your retirement.
Are you eligible for other sources of retirement income, such as the Canada/Quebec Pension Plan, Old Age Security or Guaranteed Income Supplement? Calculate what you can expect and when.
Draft a budget of your estimated retirement expenses, remembering to adjust for inflation. Compare this figure against the totals from your financial forecast and additional income sources. Will you be able to afford the lifestyle you want? Should you try to save more or adjust your retirement lifestyle expectations?
Does your investment portfolio reflect your current stage in life? Check with your advisor to make sure your portfolio is on course for meeting your retirement goals.
Make sure you convert your registered savings by the end of the year you turn 71 or you may experience tax implications.
If you’re worried about outliving your savings, consider supplementing any government or employer pensions with investments that can provide additional sources of income once you retire.
Group Benefits & Find a simple, cost effective and tax efficient plan based on the size of your business and your plan members’ needs. Choose a plan to stay competitive as an employer of choice, keep your plan members engaged and productive, and help manage their health and wellness.
Find a simple, affordable and easy-to-manage workplace savings plan, or customize a plan to meet your plan members’ needs. Help your plan members become financially prepared for retirement. Get help attracting and retaining the right talent, and improving your employees’ engagement.
At Devin Financial Group Inc. we strive not only to meet, but exceed, our client expectations in terms of the service, support, and the advice we provide them. Our main objective is to ensure our clients achieve their stated financial goals and that the recommendations we make adhere to them at all times.
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Choose the travel plan that’s right for you. Get help covering unexpected travel expenses. Get help with medical expenses when studying away from home, or help cover emergency medical expenses while visiting Canada.
Save money on your health and dental costs with a Flexcare® health and dental insurance plan or FollowMe® Health individual insurance plan.
Find the account that’s right for you. Bank with confidence through one of the Manulife Bank accounts.
Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week.
Manulife group benefits plan members can now submit their claims online.
Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.
No matter how you envision your retirement, the best way to make it a reality is to develop a plan and stick to it. We can help.
Planning details for your projected major purchases will help estimate the cost and the amount of savings you will need.
Do your homework. How will you ensure that you or your children can continue to focus on school rather than how to pay for it?
Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife.
With the right information, it’s easier to make smart decisions. That’s why we put these resources together.
1The calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.
We'll help you find the right path.
