We are committed to being an integral part of your life planning team by helping you make smart financial and estate decisions through our uncompromising integrity, discipline, trust and personalized service. The success of our ensemble team approach is not only measured by performance statistics but also by achieving your financial goals.
Six Steps to a Brighter Financial Future
Herod Financial Services will lead you through this planning process on your road to financial success.
1. Take an Inventory
Discuss your philosophy of investing and risk management. List all your assets, liabilities and cash flow.
2. Set Financial Goals
What are your short, intermediate and long-term lifestyle and financial goals?
3. Identify Potential Obstacles
List things that could hinder your progress.
4. Develop a Written Plan
Together we'll structure a comprehensive custom blueprint for your financial security.
5. Implement the Recommendations
Carry out your plan through a series of action steps to maximize your financial goals.
6. Review and Revise
Consult with your Herod Financial Services advisor on a regular basis to ensure you are on course with your financial plan.
At Manulife Securities, we believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice. Through a network of more than 1,200 advisors located in communities from coast to coast, we can offer an array of solutions and a comprehensive suite of financial products and services to help you invest for your future.
Manulife Securities has $33.3 billion in assets under administration (as of September 30, 2016) and is a wholly-owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States.