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Your SUCCESS is Our SUCCESS

GROW & PROTECT YOUR MONEY

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Guiding you to financial success

Our job is to keep our clients focused on their personal situation and how we can progressively improve it over time and to remind you of the things you need to do to fulfill your stated hopes and dreams.

With a team of independent, tenured Advisors - you can trust that you are in good hands to make informed and confident decisions for your financial future.



Trusted Advice

Our team of professionals each has a specialized area of knowledge and expertise to meet your unique financial needs and goals.

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Confident Decisions

Our Advisors have the range of expertise and the comprehensive offering of products and services to meet your individual or business needs.

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We believe in the value of sharing financial knowledge, tools and resources to make your financial journey simpler.

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Building strong client relationships to help you obtain financial success.

The media in general has a tendency to take an idea or story and run with it until the original context or point is lost in a wave of misinformation, taking a form of its own. At that point, the idea can become very dangerous to you as an individual working to build your own financial wealth and assets. 

Most people want to be wealthy, or at least financially independent. The road to financial success is not without the occasional detour or pot hole. When plans are interrupted by unforeseen events, don't give up. It isn't sufficient just to want - you've got to ask yourself what you are going to do to get the things you want.

We believe there is no better way to serve the needs of Canadian investors than by providing access to independent, unbiased financial advice.
Through our network of  advisors we provide a suite of financial products and services to help you invest for your future.

Our professional and experienced advisors can help guide you along the right path.

Contact us today to get started

Marty Bailey Photo

Marty Bailey

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Marty Bailey

MUTUAL FUNDS ADVISOR - MANULIFE SECURITIES INVESTMENT SERVICES INC.

LIFE INSURANCE ADVISOR  -  MANULIFE SECURITIES INSURANCE AGENCY

Telephone: (604) 987-3372 
Toll Free: 1-877-987-3372 
Fax: 604-980-4422
Investment Products: martin.bailey@manulifesecurities.ca
Insurance Products: marty@martybailey.ca

Your success is my success:

I take great pleasure in building strong client relationships and go to great lengths to adjust my work schedule to accommodate for my client’s busy life-styles. I dedicate myself to working with my clients’ to define their financial goals, explore their options and help them obtain financial success.

My business beliefs are as follows:

Let us first bear in mind why people invest in the first place,whether it is bond funds or stock funds or other assets. Generally, with some exceptions, people invest their saving to provide them with income and growth over time, with the primary objective being to protect their hard earned savings first and then earn a return..

I believe that over time:

Active share portfolio managers can provide a basic element to beating the market that the market or broad economy cannot provide and that is being concentrated in high value securities diversified in many asset classes. The key to retaining wealth is being diversified.  Mutual funds are a great way to invest but simply do not offer guarantees.

Segregated funds provide guarantees, creditor protection and estate protection.


Mutual funds are offered through Manulife Securities Investment Services Inc.  Segregated funds and Insurance products are offered through Manulife Securities Insurance Agency.  Manulife Bank products are offered through referral.

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Delayne Staples

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Delayne Staples

Executive Assistant to Marty Bailey, Mutual Fund Assistant – Manulife Securities Investments Services Inc
Life Insurance Assistant – Manulife Securities Insurance Agency


Direct Telephone: (604) 987-3372  
Toll Free: 1 (877) 987-3372  
Investment Products:  delayne.staples@manulifesecurities.ca
Insurance Products: delayne@martybailey.ca

Our mission is to ensure that no one feels like a number when they become our client. Clients often ask me how do I have a large number of client relationships but still find time to make them feel they are my only client. Our secret weapon to providing excellent client service is Delayne managing the information flow making sure all queries are promptly addressed. 

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Ron O'Grady

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Ron O'Grady

INVESTMENT FUNDS ADVISOR - MANULIFE SECURITIES INVESTMENT SERVICES INC.

INSURANCE REPRESENTATIVE - MANULIFE SECURITIES INSURANCE AGENCY

Telephone: (604) 987-3372  
Direct Line: (604) 984-8216
Toll Free: 1 (877) 987-3372  
Fax: (604) 980-4422
Email: ron.ogrady@manulifesecurities.ca


Ron demonstrated his unique style of financial investment counselling long before starting with Manulife Securities Investment Services Inc. and Manulife Securities Insurance Agency. As a bank manager he went out of his way to get to know his customers and their individual circumstances.

Ron used every opportunity to get out of the bank to visit the small business owners and professionals where they worked. He knew how important early decisions could be in later years and never tired of advising people to put their money to work as early as possible.

So the move to financial counselling is a natural for Ron as it allows him to focus all his energies on helping people to plan for their future.

It has always been important to Ron that as wide a range of services as possible be offered to his customers. To that end, Ron is unrelenting in his research of investment opportunities. That constant research led him to an alliance with industry leaders, such as Manulife Securities.


Mutual funds are offered through Manulife Securities Investment Services Inc.  Segregated funds and Insurance products are offered through Manulife Securities Insurance Agency.  Manulife Bank products are offered through referral.

Anna Valarao Photo

Anna Valarao

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Anna Valarao, CFP

Financial Advisor at Manulife Securities Incorporated

Life Insurance Advisor at Manulife Securities Insurance Agency


Direct Telephone: (778) 945-0333  
Toll Free: 1 (877) 987-3372  
Fax: (604) 973-0247 
Email: anna.valarao@manulifesecurities.ca


Anna is presently a financial advisor with Manulife Securities Incorporated and a co-founding partner of Vancouver-based Buntain Wealth Inc. Anna is a highly educated, experienced financial professional specializing in personal finance, multi-generational family wealth, legacy, and investment planning.

Anna's commitment to her client's best interests is the constant theme in her many years as a financial professional. Her core strengths lie in her passion about building relationships & delivering sound financial advice giving clients the framework and confidence to grow and enjoy their wealth. 

Anna has gained over 20 years of experience & knowledge with leading financial companies based in the UK, US and Canada. Anna holds the Certified Financial Planner (CFP) designation, a Qualifying Member of the Million Dollar Round Table (MDRT) since 2004.


Products and Services disclaimer: Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated.  Segregated funds and Insurance products and services are offered through Manulife Securities Insurance Agency & Buntain Wealth Inc.  Manulife Banking products are offered through referral.

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Veronica Loat

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Veronica Loat

Executive Assistant to Anna Valarao


Telephone: (778) 945-0333
Toll Free: 1 (877) 987-3372
Fax: (604) 973-0247
Email: v.loat@manulifesecurities.ca

Sean O'Hara Photo

Sean O'Hara

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Sean O'Hara

Mutual Funds Representative - Manulife Securities Investment Services Inc.

Phone: 604-987-3372
Direct line: 604-990-3570
Fax: 604-980-4422
Email: sean.o’hara@manuilifesurities.ca

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Dan Maclean

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Dan Maclean

MUTUAL FUNDS ADVISOR  -  MANULIFE SECURITIES INVESTMENT SERVICES INC.

Direct Telephone: (604) 987 3372  
Toll Free: 1 (877) 987-3372  
Fax: (604) 980-4422
Email: daniel.maclean@manulifesecurities.ca





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Services & Solutions



Providing the value of advice 

Markets are continually changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your financial goals, giving you added confidence in your financial decisions for yourself, your business and your family.



Segregated Fund Solutions

Choose the guarantees and investments that fit your needs best today - Segregated funds combine the growth potential of investment funds with insurance protection. Investing in segregated funds provides many insurance backed benefits such as:

  • Maturity guarantee—upon maturity, 75% to 100% of your investment is guaranteed back to you.
  • Guaranteed death benefit
  • Increase the size of your legacy 
  • Provide quick and private access to proceeds to inheritors


Insurance Solutions

It’s not what we have in life, but who we have that matters. Protect the people you care about most with easy-to-understand insurance options that offer peace of mind and put precious time back where it belongs – in your hands. Your life insurance and financial needs won’t always be the same. Today, you may be looking for simple, permanent protection—but it’s nice to know you have the option to enhance your coverage in the future

  • Health Insurance
  • Life Insurance
  • Travel Insurance
  • 3-in-1 life, disability and critical illness protection
Learn more about Insurance from FSCO 


Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. We will give you the strategies and tools to save, invest and grow your wealth based on your priorities now and as they change over time.

  • Registered retirement savings plan (RRSP)
  • Registered retirement income fund (RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Learn move about the basics of investing from GOC


Tax and Estate Planning

Take steps to protect, save and grow your wealth. You’ve worked hard to build significant assets for yourself and your family — assets you want to protect, grow and pass on.

  • Manage your banking and investments with personalized services tailored to your needs
  • Take an integrated approach with teams of tax, estate, accounting and legal experts working for you
  • Develop and implement wealth management strategies based on your goals

Try these Estate Planning Tools



Goals-Based Investing for Retirement 

Goals-Based Investing focuses on helping you meet your income goals, not about performing against a stock market.

  • Driven by advanced analytics that illustrate what your retirement spending needs could look like in the future
  • Designed to provide you with a higher degree of confidence in the projected minimum income it pays out, and the potential  to grow your future income stream

Finally, a way to look forward to retirement with optimism? Now, that’s different. Contact us today to learn more.


Insightful Videos

Manulife Vitality is a program that helps you make little changes today that will have a real effect on your health tomorrow. To learn more, visit Manulife.ca/Vitality

It can be difficult to stay invested during volatile markets, especially when headline news and pundits forecast a wild ride for financial markets.

Philip Petursson, Chief Investment Strategist provides his views on U.S. equities.

Financial Resources

Your financial life doesn't have to be complicated.

We know that managing your money can be challenging. 

Our goal is to help you improve your financial well-being and assist you in making smart financial decisions. These free financial resources can help get you on the right path.

Group Benefits Online

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE

Group Retirement Online

Manulife group retirement members can log in to their account here.  

SIGN IN ONLINE

Get Manulife's Mobile app

Manulife Mobile is the only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Advantage Bank Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT

Internet Banking Login 

Manulife Bank provides its customers access to their bank accounts 24-hours a day, seven days a week.

CLIENT LOGIN

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.

Savings/Retirement Calculator

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Provided for illustration purposes only. The Savings/Retirement Calculator results are based on the information you provide and assume that the annual interest rate over the specified years will not change. Actual rates may vary and will affect the maximum Future value.


Credit Card Payment Calculator

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Provided for illustration purposes only. The Credit Card Payment Calculator results are based on the information you provide and assume that the interest rate on your credit card will not change. Actual rates may vary and will affect the calculated monthly payment. The credit card monthly payment amount does not include any additional fees charged by your credit card company.


Bank Loan Calculator

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Provided for illustration purposes only. The Bank Loan Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

Auto Loan Calculator

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Provided for illustration purposes only. The Auto Calculator results are based on the information you provide and assume that the annual interest rate over the life of your loan will not change. Actual rates may vary and will affect the monthly payment. The loan payment amount does not include any additional fees charged by the provider of your loan.

Estate Planning Tools

There are many decisions you will have to make when you draft a Will. If not thoroughly considered, some of these decisions can have unintended consequences. Try the Will Planning Workbook and Will Planning Checklist below.

Will Planning Workbook
Will Planning Checklist

The calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

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