Pat Brennan - Manulife Securities Ottawa

What We Do Discover What We Do Differently What We DoWorthwhile goals take time and planning to reach. To bring our clients’ long-term goals closer, we help them analyze their current financial situation and create a consolidated, cohesive financial strategy. Over time, we work with them to implement strategies to take care of their investment, income and asset protection, will and estate planning, banking (through referral), and borrowing needs. On a regular basis, we review the progress our clients are making towards their goals and make whatever adjustments required to their overall financial strategy. Investment Planning We have access to the required expertise to provide our clients with an in-depth investment strategy that addresses all of their needs and goals. Retirement Planning Registered retirement products, including RRSPs, RRIFs and annuities. Also, read about our process and strategies to help you secure your financial future. Estate Planning Detailing everything that you need to know about developing an overall strategy to guide all your estate planning decisions. Insurance Planning Insurance solutions help define your complete financial strategy and deliver on our Client Commitment to provide you with recommendations that encompass your entire financial picture. Education Planning Guidance on how to maximize the value of your Registered Education Savings Plans (RESPs), and information about other options.

Address: 222 Somerset Street West, Suite 100 Ottawa, Ontario K2P 0A7, Canada

Phone: +1 613 594 3493
FAX: +1 613 594 3483