Our self–directed investment accounts are designed for utmost flexibility and can hold an exhaustive range of financial products including:
Guaranteed Accounts (High–interest Accounts and GICs from over 20 Financial Institutions)
Fixed Income Investments (T–Bills‚ BAs‚ Bonds and Preferred Shares)
Investment Funds (Exchange Traded Funds‚ Mutual Funds‚ Pooled Funds and Capital Funds)
Equities (Stocks traded on North American and International exchanges)
Alternative Investments (Hedge Funds‚ Structured Notes‚ LLPs and Flow-through Shares)
Insurance Investments (Segregated Funds‚ Variable Annuities and Annuities)
* Insurance products and services are offered through M3 Financial.
Investment Accounts can be pooled by assets across family members or closely–held companies to simplify reporting and accounting. Furthermore‚ our Investment Accounts encompass all tax structures to suit your financial plan. These include:
Non–Registered Investment Accounts (Cash and Margin);
Trust Accounts (Inter–vivos‚ Testamentary‚ Family‚ Charitable‚ etc…);
Corporate Investment Accounts;
Pension Accounts (LIRA‚ LIF, IPP)
Tax–Free Savings Accounts;
RRSPs/RRIFs
RESPs
We are life–long partners with our clients
M3 Financial Group is a tax focused financial planning firm‚ established in 1979. Our expertise is in innovative wealth accumulation‚ preservation and succession that strategically empowers our clients to achieve their goals.
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The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.
Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Incorporated.
Manulife Securities Incorporated is a Member CIPF
