OUR PROCESS by DAN DEVIN FINANCIAL

People often wonder, what is financial planning? The term is often spoken about but it is rarely defined. Is it:

How much do I need to save for retirement?

How much will be left to my heirs?

What happens to my family if something happens to me?

At Dan Devin Financial Services Inc./Manulife Securities Investment Services Inc. we take an integrated approach to financial planning that encompasses Retirement Planning, Estate Planning and Risk Management Planning.

Each one of these is an important pillar if one wants to achieve financial stability. To focus on one and neglect the others would create a plan that does not have the necessary strength to support your financial stability.

To learn more about each element of financial planning, please click on the links below.

Lets build the pillar of your financial stability!

Retirement Planning

Estate Planning

Risk Management

In order to begin your Financial Plan, we require that you complete a Fact Finder. This will provide us with your financial information and also what needs and goals you both have now and in the future. This is a value added service to our existing clients that we provide at no cost to you.

Please click here to download a Fact Finder.

Once completed or if you have any questions, please contact our office. We look forward to going through this process with you.

Privacy Policy | Disclaimers & Disclosure

OBA Disclaimer: Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a meber of the Mutual Fund Dealers Association of Canada ("MFDA"), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.: * Deposit Instruments: GICs, Canada Savings Bonds; * Fee for Service Financial Planning; * Estate Planning; * Tax Planning or Income Tax Preparation; * Insurance: Life, Accident, Sickness, Disability, General. Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.

Website Disclaimer: Manulife Securities Investment Services Inc. is a member MFDA IPC. 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.
Link Disclaimer: Dan Devin Financial Services Inc. and Manulife Securities Investment Services Inc. (“Manulife Securities”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Dan Devin Financial Services Inc. or Manulife Securities. The information in this communication is subject to change without notice.

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