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Manulife Vitality - Get Fit With Vitality

Feb 07, 2018 07:00 PM - 08:00 PM Eastern Standard Time

The Manulife Vitality program is transforming the way Canadians like you aspire to live healthier and happier!


In the Manulife Vitality program, members can enjoy rewards, including  fitness club discounts, a free wearable device, Amazon gifts cards and an opportunity for discounted premiums.  And with Apple Watch it's even easier for you to enjoy rewards for healthy, active living!  As a Manulife Vitality member, you can get Apple Watch from just $17 and fund the balance by tracking activities to earn Vitality PointsTM.*


Manulife Vitality is a whole new kind of life insurance program that can reward people like you for healthy living.

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Charitable Giving - Building Your Legacy

Jan 24, 2018 02:00 PM - 03:00 PM Eastern Standard Time

Please join as as Ed Brooks with Mackenzie Financial will speaking about charitable giving and covering the following items:

 

- Professional investment management options
- Simplified account setup, record keeping and administration
- Allows you to continue working with your advisor
- Flexible grant making
- Charitable legacy and estate planning
- Donor recognition

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Ladies Night! - Women and Investing - Reaching for Retirement

Nov 08, 2017 07:00 PM - 08:00 PM Eastern Standard Time

Please join us Wednesday November 8th at 7 pm for a night of fun as we welcome Katrina Wilson from Fidelity Investments to come speak with the ladies regarding investing and reaching for retirement.

 

There will also be a door prize for a lucky winner!

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Responsible Investing - Business Owners

Oct 25, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Mike Miller from NEI Investments will be joining us as our next date for seminars is slotted for Wednesday October 25th. We will be running a session in the afternoon that is geared more towards the business community and Responsible Investing. We also have a session in the evening at 7 pm and the focus for this seminar will be on the next generation and responsible investing.

 

NEI Investments were the first in Canada to build a large, comprehensive corporate engagement program that actively works to change the Environmental, Social and Governance (ESG) practices of companies held in our funds to help minimize risk.

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Wealth Transfer Strategies

Oct 11, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

Please join the team of Ecclestone Financial group along with guest speakers Rob Wolf and Jon Hreljac as we discuss the following topics:

- Estate Planning Strategies Related to Retirement Savings

- Common Mistakes

- The Role of the Executor & the Ontario Probabe Process

- Techniques for Excluding Assets from Probate

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What Should You Do With Your Tax Return?

Apr 26, 2017 02:00 PM - 03:00 PM Eastern Daylight Time

We will be continuing our series of seminars on Wednesday April 26th and this month's topic will be "What You Should Do With Your Tax Return"

 

Is receiving a tax refund a good thing?  If you did receive a tax refund, what should you be doing with it?  Our advisors has some tips to use your tax return to progress your financial plan.

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Balancing Expenses

In the Winter 2017/2018 edition:
From new investment approaches to
caring for aging parents,
it pays to keep one eye on the future

Personal Advisor vs. Robo Advisor

Ecclestone Financial Group

Manulife Securities Incorporated

Address: 245 St. David Street North
Fergus, Ontario, CA
N1M 2J8
Business: 519.843.5110
Fax: 519.843.5479
Toll Free: 1-877-941-1903
Email: info@efginc.ca

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