4545 Hastings Street
Burnaby, BC, V5C 2K3
Tel604-637-2061
Fax604-299-0884
Manulife Securities

Vancouver Financial Planning for Business Owners

Planning for Your Success

Being a business owner can be very satisfying and fulfilling, yet every day you are faced with many tough decisions and responsibilities. Stratego Financial / Manulife Securities Incorporated can help answer those difficult questions and build you a strong game plan for success. Whether you are trying to choose the right benefits package, reduce your taxes, preserve your capital or grow your wealth for retirement, our financial advisor will guide you every step of the way. We offer consulting and products in the following business areas:

  • Cost Management and Tax Minimization
  • Attracting and Retaining Employees
  • Personal Loans/Lines of Credit/Banking Services upon Referral
  • Contingency Planning
  • Succession Planning and Estate Planning
  • Capital Preservation and Wealth Accumulation
  • Individual Pension Plans
  • Retirement Lifestyle Planning

Ready to plan? Set up a complimentary consultation on your business financial planning and investment needs today.

Our Services for Business Owners:

Manage Costs and Minimize Taxes

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Attract and Retain Employees

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Personal Loans, Lines of Credit, Banking Services upon Referral

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Business Contingency Planning

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Succession Planning and Estate Planning

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Capital Preservation and Wealth Accumulation

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Individual Pension Plans

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Retirement Lifestyle Planning

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