OUR PROCESS by DAN DEVIN FINANCIAL

Would you have a doctor prescribe you medication without first telling them your symptoms? Would you have a mechanic fix your car without first looking under the hood? Why should your expectations about financial advisors be any different?

At Dan Devin Financial Services Inc./Manulife Securities Investment Services Inc. we take great pride in the dynamic process we use with every client. It starts with getting to know each and every one of our clients on a personal level. As a result, we can uncover not only their current situation, but also where they see themselves in the future. This helps to ensure that our clients receive the best solution to meet their needs as well as their goals, while always being aware that they may change over time.

Our goal with every client is to build a strong and solid partnership that lasts a lifetime. Together let’s build the pillars of your financial stability!

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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 member 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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