RHC Financial Services: Wealth Management

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Please Be Aware

The website is intended for use by residents of the Province of British Columbia.

Disclaimer: Important information about mutual funds is found in its simplified prospectus. Obtain one from your Manulife Securities Account Representative and read carefully before investing. Past performance may not be an indication of future returns. Unit values and investment returns will fluctuate.

Investments

Investment Funds

Private Wealth Management
Quality Mutual Funds and RRSP’s
Self Directed RRSP Plans / Wrap Accounts
Non-Registered Investments
Registered Retirement Income Funds, RRIF’s
Segregated Funds / Guaranteed Investment Funds and GIC’s
Sponsored by Manulife Securities (MSIL) www.manulife.ca

Retirement Planning

Economic Overview, Define Objectives
Define Time horizon, Lifestyle Activities
Risk Assessment
Project and Calculate Current Savings, Consider Tax Issues, Investment Mix and Diversification, the Integration of all Assets / Income to Achieve Objectives
Review Government and Pension Programs

Estate Planning

Integration of ALL a person’s assets into a financial plan which will accomplish the persons VISION with the minimum tax impact both during the lifetime and at death in order to maximize benefits, minimize fees and coordinate tax effective distribution.

Business Planning

Facilitate in conjunction with other professional advisors a comprehensive program specific to individual, family and business objectives.