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Investment &
Asset Management

Investment & Asset Management
Estate Planning
Retirement Planning
Insurance Planning
Additional Services

Initial Client Discovery

Asset Allocation Determination

Investment Search & Selection

Re-balancing Portfolio as Required

Portfolio Reviews and Meeting

DAVID WHITTEMORE FINANCIAL SERVICES
156 Provost Street, New Glasgow, NS B2H 2P7
Phone: 1-902-752-5750
Fax: 1-902-752-5751

Investment dealer dealing representatives ("Investment advisors") registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered by Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.

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