Quirion Financial
Services

1085 Carrick Street
Thunder Bay, ON
P7B 6L9

807-622-3700
1-800-785-2877

Financial Planning

People often make the mistake of handling their various financial activities (insurance, investments, cash flow, etc.) as separate matters, disconnected from one other. But without a coordinated approach, meeting long-term financial goals and objectives can prove tough and risky. Through comprehensive financial planning, your investment, tax, insurance, retirement planning and succession challenges, can be woven together in a personalized strategy designed to meet your goals and objectives.

In today’s complex investment environment, finding the right combination of investment vehicles to meet your financial goals can be a daunting task. Researching stocks, bonds, mutual funds, investigating the style of their managers, and creating the proper blend and balance between them are factors that must be addressed when building your investment portfolio. The time required to build and monitor your portfolio often takes away from developing other areas of your financial plan.

With the guidance of an advisor, investors are more likely to stick to their declared intentions, invest for the long term and potentially enhance their returns. You also tap into the skills, experience and knowledge of a professional. We can help you develop a comprehensive financial plan, work with you on how to spend and save with confidence and protect yourself against emergencies.

Please contact us to schedule an appointment to review your current investment planning initiatives and determine how we can help you achieve investing success.

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any foreign jurisdiction, or in any Canadian jurisdiction where Quirion Financial Services/Manulife Securities Investment Services Inc./Manulife Securities Insurance Inc. is not qualified to effect sales.

Roger Quirion and Manulife Securities Investment Services Inc. and Manulife Securities Insurance 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 [Insert name of Manulife Securities Advisor] or Manulife Securities. The information in this communication is subject to change without notice.

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.