With over sixty-five years of combined business and financial planning expertise, partners Russ McEdwards CFP and Paul Whitwell CFP offer in-depth knowledge of the products in the market. We are able to match the individual objectives and needs of our clients to personalized strategies which ensure the financial goals of each client are met.

Helping clients make important decisions about risk management, asset accumulation, and strategic planning is an integrated multi-disciplinary process and often requires specialists in various fields. 

We work closely with our clients’ legal and accounting advisors when developing and implementing a financial plan, so that every step is taken to achieve and maintain financial security for our clients and their families.

McEdwards & Whitwell Financial Planning Inc..Manulife Securities Investment Services Inc. is committed to keeping ahead of an ever-changing marketplace so that our clients are well informed of the options available to them.

The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.

Insurance products and services are offered through McEdwards & Whitwell Financial Planning Inc.

Manulife Securities Investment Services Inc. is registered as a Mutual Fund Dealer, or its equivalent, with the provincial securities commissions and as such our Advisors are entitled to sell mutual funds and other approved securities as permitted under our registration. They may also be able to provide other services or products to you through their own business. As a member of the Mutual Fund Dealers Association of Canada (“MFDA”), Manulife Securities Investment Services Inc. is obligated to disclose to you that you may be dealing with companies other than Manulife Securities Investment Services Inc. when purchasing services or products from your Associate (remuneration to your Associate may also come from various sources depending on the services or products purchased). For example, your Associate may offer any one or more of the following through a separate business, which would not be the responsibility of Manulife Securities Investment Services Inc.:

* Deposit Instruments: GICs, Canada Savings Bonds;
* Fee for Service Financial Planning;
* Estate Planning;
* Tax Planning or Income Tax Preparation;
* Insurance: Life, Accident, Sickness, Disability, General.

Please be sure that you have a clear understanding of which company you are dealing with for each of your services and products. Your Associate would be happy to provide any clarification you require.