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Your SUCCESS is Our SUCCESS

GROW & PROTECT YOUR MONEY

Our professional team is dedicated to working with you to define your financial goals


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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.

Meet the Advisors


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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Modern Support

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

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Questions?

Don't hesitate to contact us today to bring clarity to your financial questions.



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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 Wealth Inc.

LIFE INSURANCE ADVISOR  -  Manulife Wealth Insurance Services Inc.

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 fund dealing representatives ("mutual fund advisors") registered with Manulife Wealth Inc. offer mutual funds.  Segregated funds and Insurance products are offered through Manulife Wealth Insurance Services Inc..  Manulife Bank products are offered through referral.

Travis Bailey Photo

Travis Bailey

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Travis Bailey

Mutual Fund Advisor – Manulife Wealth Inc.


Direct Telephone: (604) 987-3372
Toll Free: 1 (877) 987-3372
Email: travis.bailey@manulifesecurities.ca

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

Delayne Staples Photo

Delayne Staples

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Delayne Staples

Executive Assistant to Marty Bailey, Mutual Funds Advisor – Manulife Wealth Inc. Investments Services Inc
Life Insurance Assistant – Manulife Wealth Insurance Services Inc.


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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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


The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.


With everything going on, you may be thinking about your coverage … so we thought we’d take a minute to talk about how insurance works.

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.



CLIENT LOGINS


Manulife Logo

For more information on Manulife, visit www.manulife.ca

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 ↗

Manulife's Mobile App

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.

Manulife Bank Logo

For more information on Manulife Bank, visit www.manulifebank.ca

Manulife Bank Accounts

Find the account that’s right for you. Bank with confidence through one of the Manulife Bank accounts.

OPEN YOUR ACCOUNT ↗

Internet Banking Login

Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week.

CLIENT LOGIN ↗

Manulife Bank Mobile

Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.

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.

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.


Government of Canada

For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada

My Service Canada Account

Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).

Sign in to My Service account ↗

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

Sign in to CRA My Account ↗

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.

Sign in to My Business account ↗


*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.


FINANCIAL RESOURCES


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 ↗

Estate Planning Questionnaire for Business Owners ↗

Checklist of Executor’s Duties ↗

Why Do I Need A Will? (Brochure)



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.

InsureRight Quick Quote ↗

Find out how much insurance you may need to help protect your family.

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.

Financial Goal CALCULATOR ↗

Calculate how to pay down your debt and reach your financial savings goals.

Retirement Income Calculator ↗

Estimate your retirement income, employer pensions and other sources of income.

Retirement Savings Calculator ↗

Find out how much you will need to save for your retirement savings goal.

Tax-free Savings Calculator ↗

See how your savings can grow faster inside a TFSA than in a taxable investment.

*These 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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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. Fill out the convenient form below, email an advisor or call us today to learn more and start your journey to financial freedom.

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Call 604.987.3372