ClearPath Wealth Management Inc.
  • Home
  • Our Team
  • Services
    Our Process
  • Products
  • Tools and Forms
  • Features
  • Contact Us
    • Home
    • Our Team
    • Services
      • Our Process
    • Products
    • Tools and Forms
    • Features
    • Contact Us

Features

  • VIDEO: What is estate planning?

    February 16, 2018 - DA Marketing

    Estate planning is the process where you lay out your instructions as to how your assets should be distributed....

    Continue Reading
  • Increased fee disclosure is paying off for investors

    February 16, 2018 - DA Marketing

    Investor awareness of fees and investment returns appears to be improving in the wake of new disclosure rules....

    Continue Reading
  • VIDEO: Broaden your investment horizons

    February 16, 2018 - DA Marketing

    Taking advantage of the benefits of active asset allocation....

    Continue Reading
  • WATCH: Are you confused about investing?

    February 16, 2018 - DA Marketing

    Don't let investing be confusing. Discover the investment truth with your financial advisor....

    Continue Reading
  • VIDEO: Money role reversals among generations

    February 16, 2018 - DA Marketing

    How to have conversations about support for aging loved ones....

    Continue Reading
  • Broaden your investment horizons

    February 16, 2018 - DA Marketing

    Take advantage of strategic, active asset allocation....

    Continue Reading
Trevor Wells, CPA, CA, CFP
Financial Planner, Manulife Securities Incorporated
trevor.wells@manulifesecurities.ca
Phone: 250-860-6587
Bradley Bickley, B. Comm, CFP
Financial Planner, Manulife Securities Incorporated
bradley.bickley@manulifesecurities.ca
Phone: 250-860-6587
Susan Wells, B. Comm
Marketing Assistant, Manulife Securities Incorporated
susan.wells@manulifesecurities.ca
Phone: 250-860-6587
Manulife Securities
© 2021 Manulife Securities, all rights reserved.

Manulife Securities related companies are 100% owned by The Manufactures Life Insurance Company (MLI) which is 100% owned by the Manulife Financial Corporation a publically traded company. Details regarding all affiliated companies of MLI can be found on the Manulife Securities website www.manulifesecurities.ca. Please confirm with your advisor which company you are dealing with for each of your products and services.

 

Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insuance products and services are offered through ClearPath Wealth Management Inc. Banking products and services are offered through referral. 

 

Manulife and Manulife Securities are trademarks of the Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. 

  • Manulife Securities Disclaimers
  • Privacy Policy
  • Legal
Powered by : Digital Agent
Back to top

Trevor Wells