OUR MISSION STATEMENT
"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".
Reach your financial goals
Building long-term wealth is simpler than you may think. Investing in mutual funds and working with an advisor can help you reach your financial goals.
Click here to see some interesting facts and figures on this topic.
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.
Manulife Securities Incorporated
Products and Services
Manulife Securities Incorporated is one of Canada’s foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs.
Manulife Securities Incorporated is a member of the Investment Industry Regulatory Organization of Canada (IIROC).
Products and services include:
- New issues
- Fee-based wrap program
- Mutual funds
- Self-directed plans
- Masters Private Account Program
- Group RRSPs
- Monthly savings plans
- Money products: daily interest accounts, GICs, RRSPs, RRIFs, and LIFs
- Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans
- Systematic withdrawal plans
- Other specialty investment products
- Banking and mortgage products (on referral basis)
- Telephone and online banking