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Creating a sound foundation for your finances 

Let's generate the road map for your future


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Principles of Wealth Creation

Understanding that you have a variety of choices when it comes to your financial future, we appreciate the trust you put in us to assist you.  Using the Five Principles of Wealth Creation, Bill and his team endeavor to assist people in achieving the success they desire for their financial future.  Starting with laying a solid foundation and building with strength and security for your future.

Whether it is retirement strategies, estate strategies, saving for your children's education, or setting up a tax effective income stream, we can help you reach your goals. With our flexible and consultative approach, you can be confident in the knowledge that you have the tools necessary to take you to the place you wish to be in the future.  Find out how the Five Principles of Wealth Creation can help you.

Remember, if you don’t know where you are going, any road will get you there!  
Let Bill help you eliminate the noise that so often detracts us from fulfilling all of our goals and dreams.


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Let's Meet The Team

Bill Noble Photo

Bill Noble

Financial Advisor with Manulife Wealth Inc..

Life Insurance Advisor - Manulife Wealth Inc. Insurance Inc

Bill Noble is a Financial Advisor with Manulife Wealth Inc. and a Life Insurance Advisor with Manulife Wealth Insurance Services Inc. Bill has been with Manulife Wealth Inc. for over 17 years, bringing with him 8 years of experience working for a major Canadian Financial Institution.  Bill enjoys helping clients who understand that wealth is patiently created over time as demonstrated by some of the worlds’ most successful business owners.

Bill believes in that having a sound intellectual framework for investing is vital.  And in that respect, he firmly believes that knowledge is power, and the more you understand and know about your investments, the less likely you are to deviate from the strategies that create wealth.  Bill adheres to a strict investment philosophy identified in the Five Principles of Wealth Creation, which he ensures his clients fully understand.

Creating a sound foundation for your finances will generate the road map for your future.  Together, we will identify the strategies that will best fit your needs as they relate to Retirement Savings, Taxation, Education Saving, Estate Strategies and Life Insurance.  Bill will tailor his advice to meet your specific circumstances.  Each client is unique, as such, no one solution fits all. 

Mary Miehm Photo

Mary Miehm

Administrative Assistant - Manulife Wealth Inc.

Mary began her financial service career 27 years ago  working for Canada Trust  as a Customer Service Representative, working her way through the company in various capacities.  She finished her career at TD/Canada Trust working as a Sales and Service Administrator.

Mary is friendly, energetic and dependable. She enjoys meeting new people and getting to know them.  Bill and Mary worked together for Canada Trust 18 years ago and have reunited to work with each other once again. 










See what we can do for you

Products and Services


Services

  • Investment and wealth management
  • Tax strategies 
  • Risk management (for insurance needs)
  • Retirement analysis, projections and forecasting
  • Education strategies
  • Debt reduction
  • Business succession strategies
  • Estate and legacy strategies

Products

  • Most publicly traded investments are available
  • Fixed income products including:  
    • GIC's, Bonds, Managed and Pooled Products
  • Equity investments including:  
    • Stocks, ETF‘s, Managed and Pooled Products, New Issues, Flow-Through Limited Partnerships
  • Banking products are offered through referral arrangement

Manulife Wealth Insurance Services Inc.

  • Life (term, whole life, universal, mortgage, etc.)
  • Critical Illness 
  • Disability (individual and business overhead)
  • Long-term Care 
  • Individual and Group Benefits
  • Travel 
  • Health Benefits 

Account Types

  • Investment and wealth management accounts:   
    • Registered (RSP's, RIF's, TFSA‘s, RESP's, RDSP's, LIRA's, etc)
    • Non-registered, corporate, trusts (formal and informal), not-for-profits and others.
  • Most accounts are self-directed  to accommodate most publicly traded investments available in the market place
  • Fee based accounts and investment savings accounts (for both personal and business)

Premier Investment Program

What is the Premier Investment Program?

The Premier Investment Program is a fee-based account that offers a range of investment services and the ability to hold a wide variety of investment products including mutual funds and individual stocks and bonds. Virtually every investment offered at Manulife Wealth Inc. can be held in a Premier plan.

In addition to transparency, objectivity and accountability ­– the hallmarks of a fee-based account – the Manulife Wealth Inc. Premier Investment Program can benefit my clients in a number of ways:

  • You pay for advice, not trades – transactions are incidental and are not the differentiating factor in assessing the value I offer
  • Advisor compensation is completely transparent and agreed upon, and because the costs associated with trades or other services are reduced or eliminated, you can fully understand what you’re paying for your investments
  • The fee-based solution provides the medium for developing a strong, customized portfolio at a cost that is generally less than the cost associated with traditional mutual funds
  • Fees can be paid outside of your client's portfolio; this means your portfolio return need not be reduced to pay fees and assets can grow faster
  • When a fee is paid for investment advisory services on a portfolio outside of an RRSP, the fee is generally tax deductible
  • Because compensation can be based on portfolio value, fees will rise or decline based on the performance of the portfolio; this assures you that my primary interest is the growth of your portfolio

Contact Us

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

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