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1. Set Meaningful Goals
Work with Raymond and Simon to figure out where you are today financially, where do you need to be and how you can get there.

2. Use Other People's Expertise
Use the wealth of knowledge and experience of professionals including Raymond and Simon. We assist our clients with a holistic approach to financial planning by creating a board of directors to help meet their goals. We can also put you in touch with other professionals such as lawyers, accountants, bank specialists and money managers.

3. Use Other People's Money
Home ownership works with borrowed money and investing can too.*

4. Pay Yourself First
Very few of us will get rich quickly. Start by saving 10% of your gross income every month. Remember: It's not how much you earn that matters, but how much you keep.

5. Invest and Manage For The Long Term
True investors are those who concentrate on buying businesses rather than stocks. Their three common goals are to: i) preserve wealth ii) grow wealth at an above-average rate of return iii) minimize the impact of taxes.

If you would like to learn more about how to create wealth and secure your future, please contact us.

“You cannot avoid risk, but you can manage it.”

Raymond E. Jackson, CPCA
Senior Financial Advisor,
Manulife Securities Incorporated
Senior Life Insurance Advisor,
Manulife Securities Insurance Inc.

Simon J. Jackson, CPCA
Senior Financial Advisor,
Manulife Securities Incorporated
Life Insurance Advisor,
Manulife Securities Insurance Inc.

*Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.
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Complimentary consultation for wealth preservation and creation. Contact us today!

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Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. Banking products and services are offered by referral.