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905-878-5786

Manulife
Robert Lee is an Investment Representative of Manulife Securities Investment Services Inc.

Products & Services
Life Insurance
Mortgage Insurance
Personal Life Insurance
Buy-Sell Funding Life Insurance
Key Person Life Insurance
Collateral Term Insurance
Variable Life Insurance
Universal Life Insurance
DISABILITY INSURANCE
Personal Disability Insurance
Buy-Sell Funding Disability Insurance
Office Overhead Coverage
CRITICAL ILLNESS
Lump Sum Payout
Return of Premium options
Several different plans available

 

 

RRSPs
GIC Plans
Segregated Funds
Mutual Funds
FUNDS

MUTUAL FUNDS

SEGREGATED FUNDS

RESPs
(Registered Education Savings Plan)

20% Grant on First $2500 each year Mutual Funds

ANNUITIES
GIF Select/Income Plus
(variable annuity, 1st of its kind in Canada)
Life Annuities
Prescribed Annuities
Term Certain Annuities
RRIFs & LIFs
GIC Plans
Mutual Funds
Segregated Funds
Debt Services
Simple & convenient banking
All in one banking ( line of credit, savings, chequing)

Booking an appointment with us is the first step in reaching your financial goals. Click here to book an appointment.
Come visit us at our office at 245 Commercial Street, Milton Ontario.