Your financial situation changes as you age and as you enter new
phases in your life. Many situations can be anticipated and others may be unplanned. A sound financial plan accounts for both planned and unplanned events to ensure that you and your family receive the protection you need, when you need it most.

Click on the links below to learn more about common concerns
facing individuals in each stage of life.

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Marriage Link
Our Team
Life Stages
Contact Us
Planning for Life Stages
+ Marriage
+ Divorce
+ Inheriting Money
+ Caring For A Loved One
+ Critical Illness & Disability
+ Living In Retirement
Divorce Link
Inheritance Link
Caring Link
Critical Illness Link
Living In Retirement Link




















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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Annex Financial Services. Banking products are available through referral.





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