Products & Services

The Manson Team provides a full suite of products and services including:
financial planning, estate planning, retirement planning, life insurance, investment planning, travel insurance, disability insurance, and critical illness insurance.

We use strategies or planning to assist our clients with the appropriate needs that they have, identify possible risks and shortfalls, and provide solutions catered to their individual situations.

January begins a new year. It means different things to different people. One thing it means to me is Investment opportunities. Whether you are topping up your TFSA or your RRSP here are 3 options depending on your risk level and expected returns:

1, Very Low Risk
Manulife Bank Advantage account:
It pays 1.55% interest
-No fee high yield savings account
Eligible for TFSA, or RRSP

2, Low Risk
C.I. Select Income Advantage Managed Corporate Class
Eligible for TFSA, RRSP, RRIF, and OPEN accounts

3, Low to Medium Risk
C.I. Portfolio Series Balanced Fund
Eligible for TFSA, RRSP, RRIF, and OPEN accounts

Insurance products and services are provided through Assante Estate and Insurance
Services Inc.