Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
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    • Home
    • About Us
    • Our Services
      • Your Business
      • Financial Planning
      • Estate Planning
      • Investment Management
      • Risk Management
    • Forms & Links
    • FAQ
    • Contact Us
    • From around the Web
    • Client Login
  • Home
  • About Us
  • Our Services
    • Your Business
    • Financial Planning
    • Estate Planning
    • Investment Management
    • Risk Management
  • Forms & Links
  • FAQ
  • Contact Us
  • From around the Web
  • Client Login

Useful Forms, Tools and Links

Manulife Links

Manulife Wealth Investor Portal Manulife Bank

Canada Revenue Agency

For your tax statements, Installments and refund information
My Account - IndividualsMy Account - Business

Service Canada

Obtain information on CPP, OAS, EI
My Account LoginRetirement Calculator

Tools and Downloads

Employment Transition RoadmapExpense Budget

Estate Planning Links

Will Planning WorkbookEstate Planning For Business Owners QuestionnaireExecutor Duties ChecklistBuy Sell Agreements Checklist
IIROC - Know your advisor Report
CFP Logo Embed: https://api.accredible.com/v1/frontend/credential_website_embed_image/certificate/11
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Bogdan Stetic HBSc, CIM®,CFP®, CEPA 

Financial Planner and Investment Advisor

Manulife Wealth Inc.


Life Insurance Advisor

 Manulife Wealth Insurance Services Inc.



Tel: 289-337-8900 ex. 306

Fax: 289-337-8909

Toll Free: 1-866-719-6168


 503-3027 Harvester Rd, 

Burlington Ontario L7N 3G7 

  

Bogdan Stetic and Manulife Wealth Inc and/or Manulife Wealth Insurance Services Inc. (“Manulife Wealth”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Bogdan Stetic or Manulife Wealth. The information in this communication is subject to change without notice. 


 

Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, mutual funds and financial planning. Insurance products and services are sold through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services


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