Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
  • 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
  • More
    • 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

Managing your Risks

Our comprehensive financial planning process includes a thorough review of potential risks to your financial plan. By identifying vulnerabilities and potential challenges, we can provide you with the necessary information to make informed decisions on how to address these risks.  Some of the key aspects we will consider during the review process include: 

Contact Us Today
Disability insurance - Picture of a heart and ECG

For Everyone

According to Statistics Canada 2017 Survey on Disability, almost 1 in 5 Canadians of between the ages of 15 and 64 currently have a disability. Without adequate coverage, a disability can significantly impact a financial plan. We can build a risk management plan that can ensure that your plan remains in tact no matter what challenges arise.

Life Insurance - Family running in a meadow

For Families

 A proper risk management strategy is key to ensuring that your family's financial future is protected.  By having a risk management plan in place that addresses your loved ones' needs in the event of your unexpected passing, you can have the peace of mind knowing that they will be ok. 

Business Insurance- Entrepreneur leaning in a door

For Business Owners

 As a business owner, you know that the success of your business depends on your ability to manage risks effectively. In the event of unexpected events like injury to you or one of your key employees, your business operations can be disrupted, causing significant financial stress. We can implement risk management strategies with you so that you can ensure the continued operation of your business in any circumstance.

Business Insurance - Partners shaking hands

For Business Partnerships

 To ensure the continuity of a business, it is essential for business partnerships and multi-owner small businesses to have plans in place that address the possibility of a partner being unable to contribute due to illness or death. This requires a comprehensive risk management plan that includes special strategies to address such scenarios. These measures help to ensure the smooth transfer of ownership and the continuity of the business in the event of unforeseen circumstances 

Long term Care - Woman on beach in sunset

For Retirement Planning

 With increasing life expectancy in Canada, retirement planning must consider for the potential need of assisted living. Without proper planning, individuals may have limited choices in how they spend their final years. We will create a comprehensive risk management strategy that includes long-term care options, guiding you on policy types and selecting the one that fits your needs. This enables you to make informed decisions and have peace of mind, knowing you have full control over your future and retirement. 

Insurance for Taxes - Tower of coins

For Estate and Tax Planning

 

Estate planning is a critical part of ensuring that your legacy is passed on effectively. Taxes play a significant role in this process, and it's essential to consider their implications carefully. We can work with you to create strategies that can minimize the impact of taxes on your estate so that your legacy wishes are fulfilled.

Estate planning Insurance - an empty park bench in the fall

For Efficient Charitable Giving

 
Charitable giving is becoming a more essential part of many people's financial plans.  One can ensure to bequeath a specific amount to their favorite charity, while ensuring that the rest of their estate still goes to their children with the use of insurance. 

 

 

Want to Know More?

Contact Us Today

Additional Services:

Travel Insurance

Health and Dental insurance

Health and Dental insurance

Travel Insurance - an airplane flying into the sunset

Whether you're planning for your dream vacation or you are expecting visitors from outside of Canada, we can ensure that unforeseen events do not put a dent in your financial plan.

Contact us for more Info

Health and Dental insurance

Health and Dental insurance

Health and Dental insurance

Health and Dental Insurance - Doctors holding a piggy bank

Don't have company benefits?  Sign up Today for your own personal health and Dental insurance.


Contact us for more info
IIROC - Know your advisor Report
CFP Logo Embed: https://api.accredible.com/v1/frontend/credential_website_embed_image/certificate/11
  • Home
  • Contact Us

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


Copyright © 2024 Bogdan Stetic - All Rights Reserved

  

Legal and Disclaimers | Privacy policy