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Services and Solutions


The Value of Advice

Your world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of advice is more important than ever before. We will work together to identify what's important to you, and help set your goals to give you the confidence in a financial plan that meets your needs today and for your future.

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Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, let us help you build a plan to meet your needs and reach your unique goals. We will provide you with expert advice on the best investment products and solutions based on your unique priorities and risk tolerance.

  • Portfolio options and diversification
    • Mutual funds
    • ETFs
    • Stocks
    • Guaranteed investment certificates (GICs)
    • Bonds
  • Registered retirement plans (RRSP, RRIF)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)


Investment Solutions with Simcoe Wealth Manulife in Barrie, ON

Planning for Retirement with Simcoe Wealth Manulife in Barrie, ON

Planning for Retirement

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. There’s one factor that plays a role in every successful retirement — good planning.

  • Cash flow management and needs analysis
  • Tax minimization strategies
  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)


Life Insurance

It’s not what we have in life, but who we have that matters. Protect the people you love with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands.  

We offer competitive insurance solutions through Canada’s top carriers. After performing a needs analysis, we will work with you to develop a proficient and comprehensive insurance plan. You can feel at ease knowing the appropriate coverage will be available should anything happen to you.

  • Term life insurance and mortgage protection
  • Whole life Insurance and Universal
  • Disability and critical illness protection
  • Life annuities and term-certain annuities
  • Variable annuities
  • Segregated funds

Learn more ➥

Insurance Products through Simcoe Wealth Manulife in Barrie, ON

Banking Solutions

Banking Solutions

Banking today is about instant access – whether you’re paying with a tap, transferring money, 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 goals.