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BILL NOBLE
FINANCIAL ADVISOR
* Home
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Creating a sound foundation for your finances
LET'S GENERATE THE ROAD MAP FOR YOUR FUTURE
Contact Us
HAVE A
QUESTION?
REQUEST A CALLBACK OR LEAVE US A MESSAGE.
We will never spam you or share your email.
Send
PRINCIPLES OF WEALTH CREATION
Understanding that you have a variety of choices when it comes to your financial
future, we appreciate the trust you put in us to assist you. Using the Five
Principles of Wealth Creation, Bill and his team endeavor to assist people in
achieving the success they desire for their financial future. Starting with
laying a solid foundation and building with strength and security for your
future.
Whether it is retirement strategies, estate strategies, saving for your
children's education, or setting up a tax effective income stream, we can help
you reach your goals. With our flexible and consultative approach, you can be
confident in the knowledge that you have the tools necessary to take you to the
place you wish to be in the future. Find out how the Five Principles of Wealth
Creation can help you.
Remember, if you don’t know where you are going, any road will get you there!
Let Bill help you eliminate the noise that so often detracts us from fulfilling
all of our goals and dreams.
OUR LATEST INSIGHTS
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August 24, 2021
PROTECTION ESSENTIALS - SOLUTIONS FOR FINANCIAL PLANNING*
Health and dental insurance that fits your life. Solutions For Financial
Planning, Spring 2021
August 24, 2021
5 MYTHS ABOUT GENERATIONAL WEALTH YOU'VE LIKELY HEARD
Preserving wealth for generations to come is no easy feat, but there are some
assumptions that just aren't true.
August 3, 2021
VALUE VS. GROWTH INVESTING: WHAT’S THE DIFFERENCE?
The stock market cycles through periods of favoring value investments over
growth investments and vice versa. Here's the key difference between the two,
and what may be an ideal option for your portfolio.
LET'S MEET THE TEAM
BILL NOBLE
Financial Advisor with Manulife Securities Incorporated.
Life Insurance Advisor - Manulife Securities Insurance Inc
Bill Noble is a Financial Advisor with Manulife Securities Incorporated and a
Life Insurance Advisor with Manulife Securities Insurance Inc. Bill has been
with Manulife Securities Incorporated for over 17 years, bringing with him 8
years of experience working for a major Canadian Financial Institution. Bill
enjoys helping clients who understand that wealth is patiently created over time
as demonstrated by some of the worlds’ most successful business owners.
Bill believes in that having a sound intellectual framework for investing is
vital. And in that respect, he firmly believes that knowledge is power, and the
more you understand and know about your investments, the less likely you are to
deviate from the strategies that create wealth. Bill adheres to a strict
investment philosophy identified in the Five Principles of Wealth Creation,
which he ensures his clients fully understand.
Creating a sound foundation for your finances will generate the road map for
your future. Together, we will identify the strategies that will best fit your
needs as they relate to Retirement Savings, Taxation, Education Saving, Estate
Strategies and Life Insurance. Bill will tailor his advice to meet your
specific circumstances. Each client is unique, as such, no one solution fits
all.
MARY MIEHM
Administrative Assistant - Manulife Securities Incorporated
Mary began her financial service career 27 years ago working for Canada Trust
as a Customer Service Representative, working her way through the company in
various capacities. She finished her career at TD/Canada Trust working as a
Sales and Service Administrator.
Mary is friendly, energetic and dependable. She enjoys meeting new people and
getting to know them. Bill and Mary worked together for Canada Trust 18 years
ago and have reunited to work with each other once again.
SEE WHAT WE CAN DO FOR YOU
PRODUCTS AND SERVICES
SERVICES
* Investment and wealth management
* Tax strategies
* Risk management (for insurance needs)
* Retirement analysis, projections and forecasting
* Education strategies
* Debt reduction
* Business succession strategies
* Estate and legacy strategies
PRODUCTS
* Most publicly traded investments are available
* Fixed income products including:
* GIC's, Bonds, Managed and Pooled Products
* Equity investments including:
* Stocks, ETF‘s, Managed and Pooled Products, New Issues, Flow-Through
Limited Partnerships
* Banking products are offered through referral arrangement
MANULIFE SECURITIES INSURANCE INC.
* Life (term, whole life, universal, mortgage, etc.)
* Critical Illness
* Disability (individual and business overhead)
* Long-term Care
* Individual and Group Benefits
* Travel
* Health Benefits
ACCOUNT TYPES
* Investment and wealth management accounts:
* Registered (RSP's, RIF's, TFSA‘s, RESP's, RDSP's, LIRA's, etc)
* Non-registered, corporate, trusts (formal and informal), not-for-profits and
others.
* Most accounts are self-directed to accommodate most publicly traded
investments available in the market place
* Fee based accounts and investment savings accounts (for both personal and
business)
PREMIER INVESTMENT PROGRAM
What is the Premier Investment Program?
The Premier Investment Program is a fee-based account that offers a range of
investment services and the ability to hold a wide variety of investment
products including mutual funds and individual stocks and bonds. Virtually every
investment offered at Manulife Securities can be held in a Premier plan.
In addition to transparency, objectivity and accountability – the hallmarks of
a fee-based account – the Manulife Securities Premier Investment Program can
benefit my clients in a number of ways:
* You pay for advice, not trades – transactions are incidental and are not the
differentiating factor in assessing the value I offer
* Advisor compensation is completely transparent and agreed upon, and because
the costs associated with trades or other services are reduced or eliminated,
you can fully understand what you’re paying for your investments
* The fee-based solution provides the medium for developing a strong,
customized portfolio at a cost that is generally less than the cost
associated with traditional mutual funds
* Fees can be paid outside of your client's portfolio; this means your
portfolio return need not be reduced to pay fees and assets can grow faster
* When a fee is paid for investment advisory services on a portfolio outside of
an RRSP, the fee is generally tax deductible
* Because compensation can be based on portfolio value, fees will rise or
decline based on the performance of the portfolio; this assures you that my
primary interest is the growth of your portfolio
CONTACT US
While every conversation is different, you should expect to cover some general
information and get a sense of what it’s like to collaborate with us.
Name*
Email*
Phone
Message
* Required
Send
BILL NOBLE
FINANCIAL ADVISOR,
MANULIFE SECURITIES INCORPORATED
LOCATION
3027 Harvester Road Suite 503
Burlington, Ontario, CA
L7N 3G7
PHONE
Phone: 289-337-8900 Ext. 315
Toll-Free: 888-719-6168
CONTACT
bill.noble@manulifesecurities.ca
Bill Noble - Financial Advisor
3027 Harvester Road Suite 503, Burlington, Ontario, L7N 3G7
Phone: 289-337-8900 Ext. 315
Toll-Free: 888-719-6168
Stocks, bonds and mutual funds are offered through Manulife Securities
Incorporated. Insurance products and services are offered through Manulife
Securities Insurance Inc. Manulife Securities related companies are 100% owned
by The Manufactures Life Insurance Company (MLI) which is 100% owned by the
Manulife Financial Corporation a publicly traded company. Details regarding all
affiliated companies of MLI can be found on the Manulife Securities website
www.manulifesecurities.ca. Please confirm with your advisor which company you
are dealing with for each of your products and services.
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