Mudge Financial

Our Commitment At Mudge Financial, we are committed to providing individually tailored financial plans and prudent strategies for investing that will guide you towards your investing and retirement goals. About Us We offer a unique approach to meeting client needs in that we are a team of three Advisors working together to help people reach all of their individual investment goals and objectives. We employ a consistent personalized planning process that we firmly believe in and our philosophy of growing and preserving wealth over time does not change. Like our team, every client experience is unique whether you are just starting in your investment planning or looking to preserve your growing estate. As we partner with you, our focus is not just on where you are now, but where you would like to be in the future as you create a lasting legacy. What Sets Us Apart Our values represent our committment to our clients and their advisors. These key values are part of our strategic planning approach to helping each and every client achieve financial independence. Independence We recognize and support the right of an advisor to work together with the client to find appropriate financial solutions. From a client's standpoint, you can rest assured that the advice and products you choose are independently recommended by your advisor. Strength and Stability As a wholly owned subsidary of Manulife Financial, Manulife Securities, advisors and their clients enjoy the financial strength, security, resources and reputation of the Manulife name that has benefited clients for over 120 years. We are committed to ensuring that we continue to earn your trust as you work in partnership with your Manulife Securities advisor. Leading Edge Technology Advisors of Manulife Securities enjoy the functionality and features of premium technology systems. From efficent back office business processing to enhance client financial reporting systems, we provide the tools that allow advisors to spend less time on administration and more time focusing directly on clients. Professional Support Manulife Securities is with you every step of the way with a team of dedicated professionals working behind the scenes to provide both advisors and clients with a professional experience. Our Value Proposition It begins with recognizing the importance of getting to know the client. This is achieved through qualitative and quantitative information gathering and discussing as follows: Investor profiling questionnaire Financial Planning data collection Verifying your insurance needs Professional investment plan process Selecting the Advisory relationship that bests fits you Choosing the right investment strategy for you Our ongoing commitment and reviews

Address: 3 Robert Speckway Suite 200 Mississauga, Ontario, CA L4Z 2G5 Canada

Phone: +1 905 896 9060
FAX: +1 905 366 0990