Teena Simpson

Planning for your future

As a Financial Advisor with Manulife Securities Incorporated (MSI) and a Certified Financial Planner with Manulife Securities Insurance Inc. (MSII), Teena Simpson offers financial planning and insurance services.

Teena's objective as a Financial Advisor is to provide sound financial planning advice to selected clients who want to develop a long-term financial relationship. She utilizes the Six Step Financial Planning Process to ensure that her client's financial objectives are achieved.

Why Choose Teena as Your Financial Advisor
Teena's goal is to build a long-term relationship with you by providing sound investment advice, ongoing communications, and quality service. Together, you will implement a sound financial plan that will help you achieve your financial goals.

To do this, Teena uses the following planning process:

1. Establish client-planner relationship, services provided, service fee payment information
2. Define your investment objectives, financial goals, risk tolerance, and time horizon analysis
3. Analyzing and evaluating your financial status
4. Present financial planning recommendations
5. Implement the financial planning recommendations
6. Monitor and adjust financial planning recommendations

Services Offered:
• Retirement Planning
• Severance Packages
• Education Savings
• Cash Flow management
• *Life, Disability, Critical Illness Insurance
• Mortgage Referral
• On-line access to your portfolio

Teena meets with each of her clients at least once a year, but is always happy to talk whenever you have any questions or concerns.

In addition to meetings, you will receive the following mailings:
• “Planning Ahead” Newsletter (every two months)
• Winter Referral Campaign Postcards (monthly)

 

Manulife Securities Incorporated is a Member CIPF.

Trademark disclosure:
“Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Incorporated / Manulife Securities Investment Services Inc. / Manulife Securities Insurance Inc.”

Website/Canadian Residency Disclaimer:
The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Mutual Funds (no performance data):
Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Insurance Product Disclaimer:
Insurance products and services are offered through Manulife Securities Insurance Inc. (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents.

Link Disclaimer: Link to Third Party Website
Teena Simpson and Manulife Securities Investment Services Inc. and/or Manulife Securities Insurance Inc. (“Manulife Securities”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Teena Simpson or Manulife Securities. The information in this communication is subject to change without notice.