Specializing in Risk Solutions for Valued Customers
At Mitchell Sandham Financial Services, we strive to provide every client with excellent personalized advice and service.
With a thorough understanding of financial, tax, insurance, and other fundamental aspects of the financial planning process, our advisors ensure that each client receives a comprehensive assessment of their current situation and detailed strategies to build wealth and meet their long- and short-term goals.
Your assets: protected, secured, enhanced.
Whether you are a business or an individual, several key factors will contribute to your future financial health:
- Safeguard the assets you currently have and protecting them against unforeseen events.
- Developing and implementing a strong plan to increase those assets.
- Enhancing each asset so that it generates the maximum income over the long term.
Life insurance products and financial services:
- Life Insurance
- Disability Income Insurance
- Critical Illness Insurance
- GICs*
- Individual Pension Plans
- Estate Planning
- Succession Planning
- Buy/Sell and Key Person Insurance
- Tax Shelters
- Financial Planning
- RESPs* and RRSPs*
Manulife Securities Disclaimers
Frank Rood
Mutual Funds Representative
Manulife Securities Investment Inc.
Vivian Chan
Executive Assistant
Manulife Securities Investment Services Inc.
*These products are offered through Manulife Securities Investment Services Inc.