I’m a member of Manulife’s Advisory Services team, providing comprehensive financial planning support to advisors participating in the Planning Oriented Advisor Program (POAP). The focus of the POAP is to support and grow the number of advisors who incorporate financial planning within their practice in order to help clients achieve their goals and plan for their future, and it’s part of Manulife’s support for bringing the benefits of financial planning to Canadians.
I provide our POAP advisors with support with financial planning and with NaviPlan. I can help advisors with all stages of the financial planning process, from positioning with clients, fact finding, determining client situation, input into NaviPlan, analysis of the plan, making suggestions and recommendations, reporting, presenting to clients, and taking action.
I am not currently licensed to sell any financial products, and I do not work with clients of my own.