We are life–long partners with our clients
M3 financial is a tax–focused financial planning firm‚ established in 1979 and affiliated with Manulife Securities Incorporated. Our expertise is in innovative wealth accumulation‚ preservation and succession that strategically empowers our clients to achieve their goals.

The foundation to a successful financial future is building security to protect against unforeseen and unfortunate events. We carefully assess our clients’ security needs by looking at debt obligations‚ income needs replacement‚ health costs and access to medical specialists. Our role is to ensure our clients have adequate protection in the event of death‚ a critical illness‚ age–related care and loss of capacity to work.