Nick Devere-Bennett, CLU, TEP
Manulife Securities Investment Services Inc.
- Nick has been recommending insurance and investment vehicles designed to help his clients achieve their goals since 1989.
- With a reputation for outstanding client care, Nick has built a large block of satisfied clients in the Peterborough, Lindsay & Haliburton areas.
- His professional designations include CLU (Chartered Life Underwriter), and TEP (Tax & Estate Practitioner), making him a trusted adviser with indepth knowledge in the areas of life & health insurance, wealth accumulation & group employee benefits.
Estate planning is a major concern for many clients, and organizing their affairs in the most tax efficient manner is one of the areas where Nick can help.
- Estate Organization
- Wealth Accumulation
- Insurance Planning
Take a few minutes to sit down with Nick to discuss where you are now, and where you would like to be in 10 years, 20 years, as well as how you would like your estate to be handled. Contact Us for more information on our services. |
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When was the last time you reviewed your estate, economic and insurance affairs?
Most of us are busy maintaining a lifestyle... we don't take the time to properly plan for tomorrow.
That's why we use a client driven planning service. It's a simple, yet effective method to help people identify their financial priorities and stay on the right track.
Take twenty minutes...
I will show you the type of work I do and you can decide.
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