Welcome To VB Strategic Planning Solutions and
Manulife Securities Investment Services Inc.
 

An independent financial planning firm providing advice since 1986.

Our ideal client is an individual (or couple) looking for leadership and direction with their financial well-being.

We specialize in the areas of risk and wealth management for individuals within 5 years of retirement, or retired.

Our objective is to provide superior service on a one-to-one basis, while entering into a long-standing relationship. We assist in developing a plan to manage cash flow, provide efficient tax management and on-going portfolio analysis. This will lead into estate preparation and implementing a plan to protect those you care about. Our aim is to provide a financially stress-free life while providing peace of mind.

Over the long-term, planning, discipline and consistency will prove rewarding.
 

In need of assistance?

Toll-free: 1-877-943-4377 or E-mail: brenda.montieth@manulifesecurities.ca