ABOUT SERVICES UPDATES & ARTICLES FAQS CLIENT CENTRE CONTACT CLIENT LOGIN Services & Solutions It all starts with a smart strategy The Value of Advice At Cook & Cooke Financial, we take the time to understand your individual situation, offer unbiased financial advice and recommend the solutions that best meet your unique needs. As an independent financial broker, we are not required to sell specific products or brands and are free to act in your best interest. We have access to a wide variety of products from Canada's top suppliers and leading investment managers. CONTACT US FOR MORE INFORMATION INSURANCE SOLUTIONS Protect what matters most... INSURANCE SOLUTIONS It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind and put precious time back where it belongs – in your hands. We can provide educated advice and expertise in solutions such as: Life & Health insurance Travel insurance Disability and Critical illness protection INVESTMENT SOLUTIONS Grow your wealth... INVESTMENT SOLUTIONS Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise for your needs, including: Registered retirement plans (RRSP, RRIF) Locked-in retirement account (LIRA) Registered education savings plan (RESP) Tax-free savings account (TFSA) ESTATE PLANNING Leave a legacy for your family and estate... ESTATE PLANNING By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax planning, and charitable gifts. TRY THESE ESTATE PLANNING RESOURCES. PLANNING FOR RETIREMENT Grow your future income stream... PLANNING FOR RETIREMENT Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market. Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future, you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, family time or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning. CONTACT US TO GET STARTED TODAY! GROUP & BUSINESS SOLUTIONS Attract and retail the best talent... GROUP & BUSINESS SOLUTIONS Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, such as: Group benefits & Group retirement Group pension Competitive employee benefits Business and key-person insurance BANKING SOLUTIONS Bank anywhere, anytime... BANKING SOLUTIONS Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals. LEARN MORE ABOUT MANULIFE BANK OPEN AN ADVANTAGE BANK ACCOUNT TODAY! ETFs Factor-based ETFs provide lower-cost ways to access financial markets, along with the potential for out-performance. The premise is simple: No single investment factor could sufficiently explain the cross section of expected stock returns. LEARN MORE ABOUT ETFS For more information on services and solutions to your financial needs... CONTACT US TODAY Insightful Videos Understanding investment income When it comes to taxation, not all investment accounts are created equal. Insurance made easy Getting the protection you need is faster and simpler than ever before. Business Succession Build a business succession plan well before it’s needed. Have a question? Ready to schedule a meeting? Request a callback below or leave us a message. SEND Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Mutual Funds are offered through Manulife Securities Investment Services Inc. Insurance products and services are offered through Cook & Cooke Financial. Banking products and services are offered through referral. The Manulife Bank Advantage Account is offered by Ken Carstairs & Vern Brown through referral arrangement with their Insurance business Cook & Cooke Financial and is separate from Manulife Securities Investment Services Inc. product offerings. Please confirm with your Advisor which company you are dealing with for each of your products and services. Manulife Securities is an indirectly, wholly-owned subsidiary of Manulife Financial Corporation (MFC). MFC owns The Manufacturers Life Insurance Company (MLI), a financial services organization offering a range of protection, estate planning, investment and banking solutions through a multi-channel distribution network. MLI owns Manulife Securities Incorporated, Manulife Securities Investment Services Inc. and Manulife Securities Insurance Inc. MLI also owns Manulife Bank of Canada, a federally chartered Schedule 1 bank, which in turns owns Manulife Trust Company, a federally chartered trust company. © 2021 Manulife Securities, all rights reserved. Legal and Disclaimers | Privacy policy Powered by Twenty Over Ten