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Submitted URL: https://www.southsurreyfinancial.ca/
Effective URL: https://southsurreyfinancial.ca/
Submission: On August 29 via api from US — Scanned from US
Effective URL: https://southsurreyfinancial.ca/
Submission: On August 29 via api from US — Scanned from US
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facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog external search brokercheck brokercheck Play Pause #204 – 15350 Croydon Drive Surrey, BC, V3Z 1H4 * Home * Our Advisors * Our Services * Insights & Info * Client Centre * Contact Us * Client Login INDEPENDENT IDEAS. PERSONALIZED SOLUTIONS. See how our advisors can help! CONNECT WITH US TODAY TO LEARN MORE AND KEEP CURRENT ON OUR NEWS. We will never spam you or share your email. Send TAILORED FINANCIAL SOLUTIONS We believe in the strength of independent ideas, leading to personalized financial solutions for our clients. Since inception we strive to build our reputation on the solid foundation of working with our valued clients with the highest degree of honesty and integrity. Please explore our site, read our Blog posts, and we encourage you meet our experienced South Surrey Financial Advisors. MEET OUR ADVISORS Our South Surrey Financial Advisors offer sound, honest, financial advice based on education, knowledge and experience. MEET THE TEAM SERVICES & SOLUTIONS Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs. SEE WHAT WE CAN DO FOR YOU CLIENT RESOURCES Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources. CHECK OUT OUR CLIENT RESOURCES Loading Posts... August 22, 2023 HOMEOWNERS INSURANCE & SWIMMING POOLS: WHAT YOU NEED TO KNOW FOR SUMMER When the weather warms up, it's important to remain up-to-date when it comes to your insurance coverage - especially if you own a pool. August 14, 2023 THE BANK OF CANADA'S MONETARY TIGHTENING: A TIMELINE This blog will outline some of the most monumental policy moves that the Bank of Canada has made over the past few years. August 14, 2023 ARE YOU MISSING OUT ON THESE CANADIAN FEDERAL TAX CREDITS? This blog will talk about tax credits available for Canadians. Read More Featured Articles Stay informed through our Information Station! MEET OUR ADVISORS ALIGNING FIRST-HAND KNOWLEDGE WITH IN-DEPTH EXPERTISE. Our South Surrey Branch of advisors are well-rounded professionals whose breadth of industry knowledge provides distinctive insight to help guide you on the path to financial freedom. We focus on understanding the needs of our clients and on creating solutions that make a difference to their success. Our knowledge and insight enables us to craft a financial solution uniquely tailored to you. Contact an advisor today! CHRIS KITE Read Bio Close CHRIS KITE, CFP Financial Advisor - Manulife Securities Incorporated My mission is to partner with you to create financial comfort; to help and protect your family, and to build a legacy * I endeavour to know and understand your financial situation and provide you with high quality service and advice enabling you to reach your personal goals * I am driven to provide objective and tailored solutions * I am committed to maintaining the highest standards of integrity and professionalism in my relationships with my clients Chris began his journey in the financial services industry with the Victoria office of Investors Group in February 1984. In 1986 he and his wife Alix moved to Vancouver and continued with IG until 1989. Subsequently, and specifically, in order to properly expand investment offerings available to his clients, he moved to the independent side of the business; initially with CM Oliver/Planvest. Over the next decade he moved to HLP Financial (then a part of FPC Investments) and then a short period at Richmond Savings. In 2000 he, along with 4 associates, opened the South Surrey/White Rock branch of Manulife Securities Incorporated Chris lives in Ocean Park with his long suffering wife Alix. Their twin daughters Lauren and Blair live in Victoria and work in education and medical services. Their son Evan is in his final year at UVIC. Alix has been a R.N. since 1983 and currently works at Peace Arch Hospital. On their time away, Chris and Alix enjoy boating, fishing, camping, travelling and they each play a relatively poor game of golf. -------------------------------------------------------------------------------- Bus: 604-531-7695 Ext. 105 | Toll Free: 866-227-1846 | Fax: 604-531-7912 Email: chris.kite@manulifesecurities.ca ERIC ADAMS Read Bio Close ERIC ADAMS, CFP, EPC Financial Advisor Associate - Manulife Securities Incorporated Bus: 604-531-7695 ext. 103 Toll Free: 866-227-1846 Fax: 604-531-7912 Email: eric.adams@manulifesecurities.ca Eric works closely with clients to establish their personal financial goals and then assists in implementing solid, long term strategies to accomplish them. In 2005, Eric graduated from Semiahmoo Secondary School in South Surrey. He started his apprenticeship as a machinist shortly thereafter, and achieved his Red Seal designation in 2014. Eric changed careers in 2015 after being invited by his father to join him in the family financial planning business. Eric has a passion for knowledge and within a few short years he has attained his Certified Financial Planner designation (the industry standard), as well as his Elder Planning Counsellor Designation. Eric provides clients with a reflective and thought-provoking environment where they can make the right choices — both for today and into the future. His core investment philosophy is to strive for the right balance between safeguarding wealth and prudently increasing it. When Eric is not at work, you can find him enjoying the outdoors, and spending quality time with family and friends. FRED JAY WINTERBURN Read Bio Close FRED JAY WINTERBURN, MA, PFP, FMA, FCSI Financial Advisor - Manulife Securities Incorporated Independent Insurance Advisor Bus: 604-531-7695 Ext. 104 Toll Free: 866-227-1846 Cell: 604-454-8802 Email: fred.winterburn@manulifesecurities.ca Fax: 604-531-7912 Since joining the securities industry in 1994 Fred has enjoyed working with his clients helping them reach their financial goals. In addition he has an insurance license in order to help clients protect themselves from the unexpected, secure their wealth and pass on a legacy in a tax efficient manner. Fred completed his Bachelor of Arts (BA) in Political Science at Brock University (St. Catharines, Ontario). He continued his studies at the University of Toronto where he obtained his Master of Arts (MA - International Relations). He has completed the Professional Financial Planning course (PFP) and Financial Management Advisor (FMA). He is a Fellow of the Canadian Securities Institute (FCSI). Fred joined Manulife Securities in 2012 bringing with him extensive knowledge gained by working at some of Canada’s largest financial institutions. He currently lives in South Surrey. His favourite activities are to ski the local mountains and Whistler/Blackcomb and RV’ing throughout the Pacific Northwest. ROBERT E. ADAMS Read Bio Close ROBERT E. ADAMS LLB, CLU, CFP, RFP Financial Advisor - Manulife Securities Incorporated Independent Insurance Advisor - R.E. Adams Financial Services Corp Bus: 604-531-7695 Ext. 27 Toll Free: 866-227-1846 Email: robert.adams@manulifesecurities.ca Fax: 604-531-7912 Rob Adams helps people who have retired or who are planning towards their retirement, as well as Professionals and Business Owners, to protect themselves against the financial risks involved when we live too long, die too soon, get sick or disabled. He enjoys reviewing Estate Plans in order to help clients recognize potential problems before they become family problems and business disasters. Rob can help you to preserve your assets, reduce your income taxes, create a lasting income and retire more comfortably. Clients with family owned businesses especially benefit from Rob’s advice. Rob joined his three brothers and father in the family's Vancouver insurance business in 1980 and he has gained a wealth of knowledge about small business by living it and working it every day. Today, he helps his clients develop estate plans to pass business ownership to the next generation with a minimum of income tax and trouble. His easy to follow guidance makes it easy for his clients to understand what they need to do, and when and how they need to do it. He’ll help you arrange your financial portfolio so it is balanced, easier to manage and so that you can preserve your hard earned sweat equity. This is so that you can be comfortable with your portfolio. Rob and his associates opened their independent, full service financial advisory firm in association with industry leader, Manulife Securities, in South Surrey in 2000. To ensure best advice always, Rob also will consult with your tax specialist and estate lawyers when your situation requires it. Working with Rob means that you will benefit from more than just his wisdom. Rob and his wife Susan live in Surrey, B.C. and have four adult children. Whether it’s an Estate Plan, investment plan, retirement income plan, an overall financial plan or just a competent second opinion, count on Rob Adams. He helps you achieve your goals today, in retirement and for those you love and leave behind. R.W. (BOB) DAVIES Read Bio Close R.W. (BOB) DAVIES, CFP Senior Financial Advisor - Manulife Securities Incorporated Independent Insurance Advisor - R.W. Davies & Associates Ltd Bus: 604-531-7695 Ext. 106 Toll Free: 1 - 866-227-1846 Cell: 604-307-9277 Email: robert.davies@manulifesecurities.ca Fax: 604-531-7912 Born and raised in Halifax, Nova Scotia, Bob relocated to Toronto in 1974. Working as a restaurant consultant with a national firm in both Toronto and Vancouver, he switched career paths, entering the life insurance industry in 1980 with The Imperial Life Assurance Company of Canada. In 1985, Bob joined Regal Capital Planners where he began offering investment products to his clients. In 1991, he relocated to Richmond Savings Investments, now Coast Capital, working in both their Coquitlam and Surrey locations. In 2001, Bob and four other former Richmond Savings financial advisors opened their own financial services office located in South Surrey, British Columbia. Having attained his Certified Financial Planner (CFP) designation in 1989, at this time Bob also started preparing income tax returns for investment and small business clients, to gain a better understanding of this aspect of the financial planning process. Today, with more than 38 years experience in the financial services industry, Bob is a Senior Financial Advisor with the South Surrey office of Manulife Securities Incorporated. Bob is able to offer his clients a variety of financial products, including life, disability, critical illness and long term care insurance, mutual funds, exchange traded funds, term deposits and individual securities. Bob is prepared to partner with those expressing a strong desire to achieve their financial and lifestyle goals and assist them to do so with honesty and integrity. A past member of the Kinsmen Club of Aldergrove, Bob has also been associated with Big Brothers of Langley and has volunteered with the South Surrey Food Bank. Bob and his wife Patricia have resided in Surrey for more than 30 years and have two beautiful grown daughters, Heather and Megan. WARD BERTRAM Read Bio Close WARD BERTRAM CFP Financial Planner - Manulife Securities Incorporated Independent Insurance Advisor Bus: 604-531-7364 Fax: 604-531-7695 Email: ward.bertram@manulifesecurities.ca You know how entrepreneurs invest so much time and effort into their businesses that the two become almost indistinguishable? Well, at some point, either by design or by accident, the individual and the business will separate. What Ward does is partner with entrepreneurs and the other members of their professional advisory team to ensure that however that separation occurs, their business and family goals remain intact. OUR SERVICES & SOLUTIONS PROVIDING THE VALUE OF ADVICE Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future. We provide our clients with independent ideas and personalized solutions that best meet their unique financial situations. FINANCIAL MANAGEMENT A complete analysis of your current financial picture with recommendations on how to best structure your financial affairs in order to live the life you want today while achieving your goals for the future. RETIREMENT PLANNING An action plan to meet the funding requirements to achieve your retirement goals. Will you have the income you need to retire and do the things you want to do? Can you retire when you want to? RISK MANAGEMENT A comprehensive needs analysis assessing your exposure to personal risk in the areas of premature death, disability, critical illness and long term care and an action plan to offset potential risks for your family and estate. INVESTMENT & ASSET MANAGEMENT A personal investment strategy that identifies your target asset allocation, based on your investment objectives and your risk tolerance. TAX & ESTATE PLANNING Working in conjunction with your tax and legal advisor, an action plan is developed to reduce the amount of tax you pay and to enable the distribution of your estate according to your wishes with the minimum tax cost. EDUCATION PLANNING An action plan to meet the funding requirements for your children’s/grandchildren’s education CLIENT RESOURCE CENTRE FINANCIAL CALCULATORS & RESOURCES NEED ANSWERS? Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail? Don't hesitate to reach out to us today, we're happy to help! ✉ CONTACT US COVID-19 – BENEFITS AND SERVICES ↗ From the Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak. MANULIFE VITALITY We want you to live your longest, healthiest life. That’s why there’s Manulife Vitality - a program that can reward you for all of the little things you do to stay healthy. Learn more SIGN IN TO YOUR ACCOUNT ↗ SIGN UP NOW FOR VITALITY ↗ Learn your Vitality Age ↗ CLIENT LOGINS For more information on Manulife, visit www.manulife.ca GROUP BENEFITS ONLINE Manulife group benefits plan members can now submit their claims online. SUBMIT A CLAIM ONLINE ↗ GROUP RETIREMENT ONLINE Manulife group retirement members can log in to their account here. SIGN IN ONLINE ↗ MANULIFE'S MOBILE APP The only app you need to manage your Group Benefits and Group Retirement plans with Manulife. For more information on Manulife Bank, visit www.manulifebank.ca THE ADVANTAGE ACCOUNT Start earning a high interest rate on all your money with a combined chequing and savings account. OPEN YOUR ACCOUNT ↗ INTERNET BANKING LOGIN Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week. CLIENT LOGIN ↗ MANULIFE BANK MOBILE Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today. Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation. GOVERNMENT OF CANADA For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada MY SERVICE CANADA ACCOUNT Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS). Sign in to My Service account ↗ CRA MY ACCOUNT My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online. Sign in to CRA My Account ↗ CRA MY BUSINESS ACCOUNT My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts. Sign in to My Business account ↗ *Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act. FINANCIAL RESOURCES TAX TIPS & TOOLS Try these helpful links and articles to learn more about your taxes. CRA Tax Tips ↗ CRA Filing your Taxes Q&A ↗ Charities and Giving ↗ Homeowner tax credits you should know about ↗ Understand your notice of assessment ↗ Source: Government of Canada HELPFUL LINKS * Manulife Canada * Manulife Bank * Canada Revenue Agency * Canadian income tax rates * CPP retirement pension * Investopedia * Financial Post * Financial Literacy * Investing basics: Getting started * Manulife Current Bank Rates * Retirement Planning * Find a Manulife Bank form * Credit reports and scores * ESTATE PLANNING TOOLS There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below. WILL PLANNING WORKBOOK ↗ Estate Planning Questionnaire for Business Owners ↗ Checklist of Executor’s Duties ↗ Why Do I Need A Will? (Brochure) FINANCIAL TOOLS & CALCULATORS We are here to help. Contact us to help explain your results and what they mean for your situation. INSURERIGHT NEEDS CALCULATOR ↗ Use your financial information today to help decide how much insurance you may need. INSURERIGHT QUICK QUOTE ↗ Find out how much insurance you may need to help protect your family. BUDGET PLANNER TOOL ↗ Create your customized budget and receive personalized tips to improve your finances. MORTGAGE CALCULATOR ↗ Determine what you can afford, and estimate what your expected payments may be. FINANCIAL GOAL CALCULATOR ↗ Calculate how to pay down your debt and reach your financial savings goals. RETIREMENT INCOME CALCULATOR ↗ Estimate your retirement income, employer pensions and other sources of income. RETIREMENT SAVINGS CALCULATOR ↗ Find out how much you will need to save for your retirement savings goal. TAX-FREE SAVINGS CALCULATOR ↗ See how your savings can grow faster inside a TFSA than in a taxable investment. *These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer. INSIGHTFUL VIDEOS & MAGAZINES The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age. With everything going on, you may be thinking about your coverage … so we thought we’d take a minute to talk about how insurance works. STAY IN TOUCH HOW MAY WE HELP? REACH US AT (604) 531-7695 OR EMAIL US BELOW. LOOKING FOR DIRECTIONS TO THE OFFICE? VIEW MAP BELOW... Which advisor do you want to talk to? -- select an option -- Chris Kite Eric Adams Fred Jay Winterburn Robert E. Adams R.W. (Bob) Davies Ward Bertram Not Sure Name* Email* Phone Message * Required Send WE'VE MOVED! Visit our new office , with parking off of 32nd Ave, or Croydon Dr. LOCATION #204 - 15350 Croydon Drive | Surrey, British Columbia | V3Z 1H4 OFFICE HOURS M– Th: 8:30 A.M. - 4:00 P.M. F: 9:00 A.M. - 3:00 P.M. PHONE Tel: 604-531-7695 or Toll Free: 866-227-1846 Fax: (604) 531-7912 FOR GENERAL INQUIRIES CONTACT: Elizabeth Molnar elizabeth.molnar@manulifesecurities.ca SOUTH SURREY BRANCH #204 – 15350 Croydon Drive, Surrey, BC, V3Z 1H4 Tel: 604-531-7695 Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered, by R.W. (Bob) Davies through R.W. Davies & Associates Ltd., by Fred Winterburn an independent Insurance Advisor, and by Robert Adams through R.E. Adams Financial Services Corp. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral. 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. © 2023 Manulife Securities, all rights reserved Legal and Disclaimers | Privacy policy Powered by Twenty Over Ten Let's Get Started