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Personalized Financial Planning

to Meet Your Needs


Request a call ➠See how we can help! ➠

Make the best financial decisions for your future

with Mona Anthony, CFP® CPCA  & Alana Wiper, CFP®
Manulife Wealth Inc..

Helping you to achieve your goals by providing unbiased financial advice, so you can make informed financial decisions that you can feel confident in. When you work with an independent, experienced Advisor, it means you gain access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. Let us help you reach your goals now, and in the future.

✉ Start the Conversation ➥


Mona Anthony, CFP® CPCA

Senior Mutual Funds Advisor, Financial Planner
Manulife Wealth Inc.

Life Insurance Advisor,
Manulife Wealth Insurance Services Inc.

Alana Wiper, CFP®

Mutual Funds Advisor, Financial Planner
Manulife Wealth Inc.

Life Insurance Advisor,
Manulife Wealth Insurance Services Inc.


Kimberley McCullough

Administrative Assistant
Manulife Wealth Inc.



A tailored experience

Your financial needs and goals are unique, that is why we strive to provide our clients with a custom and personalized approach to their financial strategy. Backed by trusted experience and expertise, we focus on developing the right solutions for you, at the right price.


Who we help.


Individuals & Families

Individuals and families seeking customized solutions to ensure they plan, build and transfer their wealth securely.


Businesses

Small to large companies looking to grow their wealth, retain employees, and ensure the longerm success and cash flow of their company.  


Professionals

Professionals at any stage of their careers looking to streamline investments and assets to better focus on their unique practice, succession plans or tax-saving strategies.


✉ Start the Conversation today ➥


Services & Solutions

Our expansive product offering provides our clients with a comprehensive suite of quality options tailored to fit their financial goals and advanced investment needs.  


Investment Solutions

Sound financial advice makes all the difference. We believe in providing hands-on expertise and tailored solutions to help build and protect your wealth for generations.


Insurance Solutions

Designed to help you protect what matters the most, our advice and products can bring solutions across Health and Life Insurance, Critical Illness and Travel Insurance.


Retirement Planning

Navigating the complex world of retirement planning is challenging. Get the guidance you need as you approach retirement, enter it, or live it every day, to maximize your government benefits and retirement income.


Estate Planning

You work hard to accumulate assets and we can help make sure they're passed on to the people you selected and in the manner you intended.


Tax Planning

Paying too much tax hurts. We can help identify strategies that will help you minimize the amount of tax paid for yourself or your business.


Business Solutions

Whether you are a small or large business, we will meet with you to assess your needs and explain your options to ensure the best growth and security for your business and Key employees to help further your personal financial goals.


Group Plans

Increase loyalty for your business while retaining the best talent with cost effective and tax efficient plans that can help protect employees, minimize turnover and increase satisfaction.


Banking Solutions

In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.



Financial Tools & Calculators

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight
Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford, and estimate what your expected payments may be.

Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S., Asia and Europe, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.


Learn more about Manulife Wealth Inc.LEARN MORE ABOUT MANULIFELEARN MORE ABOUT MANULIFE INVESTMENT MANAGEMENT



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Mona Anthony, CFP®, CPCA
Alana Wiper, CFP®

Manulife Wealth Inc.

4 - 194 Talbot St E,
Leamington ON N8H 1M2

Phone: 519-326-9919
Fax: 519-326-6165
mona.anthony@manulifewealth.ca
alana.wiper@manulifewealth.ca