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Welcome

Through Manulife Securities Incorporated,
Mudge Financial is a retirement planning team
that prides itself on premium, personalized
service and performance.

Our Commitment

At Mudge Financial, we are committed to providing individually tailored retirement plans and prudent strategies for investing that will guide you towards your investing and retirement goals.


Sound financial advice

We are proud to offer unbiased financial advice to businesses, individuals and families; offering an array of solutions and a comprehensive suite of financial products and services to help you invest for your future. We work with you to build a financial strategy that focuses on what you want to do, when you want to do it, what it will cost and when you can likely afford it.  

Sound financial advice makes all the difference, that’s why we strive to provide educated and experienced advice,  providing hands-on expertise to help our clients build and protect their wealth for generations.

CONTACT US TODAY TO GET STARTED

About Us

We believe every client is as unique as the very financial goals
and objectives they are seeking to achieve. 


As such, we employ a consistent personalized planning process that we firmly believe in and our philosophy of growing and preserving wealth over time does not change.

This approach is effective whether you are just starting in your investment planning or looking to preserve your growing wealth. As we partner with you, our focus is not just on where you are now, but where you would like to be in the future as you create a lasting legacy.


What Sets Us Apart

Our values represent our committment to our clients and their advisors. These key values are part of our strategic planning approach to helping each and every client achieve financial independence.

Independence

We recognize and support the right of an advisor to work together with the client to find appropriate financial solutions. From a client's standpoint, you can rest assured that the advice and products you choose are independently recommended by your advisor.

Strength and Stability

As a wholly owned subsidary of Manulife Financial, Manulife Securities, advisors and their clients enjoy the financial strength, security, resources and reputation of the Manulife name that has benefited clients for over 120 years. We are committed to ensuring that we continue to earn your trust as you work in partnership with your Manulife Securities advisor.

Leading Edge Technology

Advisors of Manulife Securities enjoy the functionality and features of premium technology systems. From efficent back office business processing to enhance client financial reporting systems, we provide the tools that allow advisors to spend less time on administration and more time focusing directly on clients.

Professional Support

Manulife Securities is with you every step of the way with a team of dedicated professionals working behind the scenes to provide both advisors and clients with a professional experience.

 

 

Our Value Proposition

It begins with recognizing the importance of getting to know the client. This is achieved through qualitative and quantitative information gathering and discussing as follows:

  • Investor profiling questionnaire
  • Retirement Planning data collection
  • Verifying your insurance needs
  • Professional investment plan process
  • Selecting the Advisory relationship that bests fits you
  • Choosing the right investment strategy for you
  • Our ongoing commitment and reviews
Burke Mudge Photo

Burke Mudge

B.A., RIS, CPCA

Financial Advisor
Manulife Securities Incorporated
Life Insurance Advisor
Manulife Securities Insurance Inc.

Gerry Mudge Photo

Gerry Mudge

CPCA, B.Sc PH (Honours)

Financial Consultant
Mudge Financial

Our Products & Services

Products and Services

  • Stocks, bonds, mutual funds, Guaranteed Investment Certificates (GIC)
  • Monthly Cash Flow Analysis
  • Registered Retirement Savings Plan (RRSP), Registered Retirement Income Fund (RRIF)
  • Life Income Fund (LIF), Locked in Reitrement Account (LIRA)
  • Tax Free Savings Account (TFSA), Registered Education Savings Plan (RESP)
  • Initial Public Offering (IPO), Private Placements, Limited Partnerships, Exchange Traded Fund (ETF)
  • Retirement and Estate Planning
  • Group Benefits
  • Life Insurance, Disability, Travel, Ciritcal Illness, Long-term Care
  • Healthcare Benefits for Individual and Associations
  • Segregated Funds, Annuities, Guarenteed Income for Life
  • Real Estate Investing, Investigate Debt Reitrement Solutions and other Manulife Bank Products (through referral)
  • Leveraged Investing
  • Advantage and business Advantage Savings Accounts
  • Fee Based Planning The Premier Investment Program

Life & Health Insurance

Health & Dental Insurance

Having the right coverage is crucial, and we're making it simple with insurance plans that are easy to understand and easy to buy. Save on costs not covered by your current plans and help protect yourself and loved ones.

Get a Free Quote or Apply Online ↗

Introducing Manulife Vitality

Manulife Vitality life insurance can help you Live Healthy, Earn Rewards, and Save Money. For the first time, your life insurance has the potential to save you money and reward you for living a longer and healthier life. And best of all, it's fun and easy - so go out and get living!

Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. in association with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. The Manulife Vitality Program is available with select policies. Please consult your financial representative to learn more and find out of you qualify for this product.

Manulife Vitality - get a quote online

Answer just a few questions based on your financial situation today, and find out how much insurance you may need to help protect your family.

Click here to get started.

What do you live for?

This video will inspire you to ask yourself this one simple question and make healthy living choices to help you focus on the answer every day.


Insurance products are issued by The Manufacturers Life Insurance Company. The Vitality Group, Inc. in association with The Manufacturers Life Insurance Company provides the Manulife Vitality Program. The Manulife Vitality Program is available with select policies. Please consult your financial representative to learn more and find out of you qualify for this product.

Group Plans

Group Retirement | Deferred Profit Sharing Plans

A Group Registered Retirement Savings Plan (RRSP) helps plan members save for retirement by deferring income tax on their contributions and savings growth. Employees' contributions are deducted from their taxable income, reducing the income tax they pay. Income earned within a RRSP, including interest, dividends and capital gains, is not taxed until the money is withdrawn.

A RRSP is not subject to pension standards legislation, however, the plan must be registered with CRA.

We are able to work alongside all fund companies as well as our own Group Platform.

A Manulife Group RRSP offers lower investment management fees (IMF'S) than those of individual savings products. As well, Manulife offers access to leading fund managers not generally available to individual investors, plus a diversified fund line-up.

Manulife offers serveral Group RRSP options - including FutureStepTM, a savings plan geated to small and medium-sized businesses.

What's In It For The Employer?

A cost-efficient method of providing plan members and their families with medical coverage and financial protection; a competitive edge in the job market - help attract and retain loyal employees, reduce turnover; a tax deduction; enhanced productivity, help reduce lost time with a healthy workforce; helps to build employee morale; a program that is easy to understand and administer; fast and fair claims services, and prompt and friendly customer service assistance.

What's In It For The Employee?

Sense of security, less worry about medical and financial matters; meaningful incentive to join and stay with a company; affordable coverage solution, and premiums paid are non-taxable.

Group Benefits

For most entrepreneurs, running their own business can be a personally satisfying experience, but not without its challenges. Small business owners, in particular, worry about attracting the talent they need to succeed, as experienced people are hard to find and entice away from bigger companies. Offering the same perks can be a stretch for many small business owners who grapple with tight budget constraints. For the employee, a salary increase is impacted up-front by a variety of payroll taxes and employee income taxes. However, with a group benefits plan, employees in all provinces except Quebec recieve health and dental benefits tax-free and employer contributions are deductible as a business expense.

Manulife Bank

A Painless Way To Cut Back On Expenses

With the current economic uncertainty, many people are looking for ways to reduce expenses. A relatively painless way to reduce your monthly expenses is to have a second look at the way you're managing your debt.

Over time, most of us take out a variety of loans for different purposes. These can include things like credit card debt, car loans, home renovation loans and, of course, the mortgage. And if you have more than one loan, you're most likely paying a different interest rate on each loan. One of the easiest ways to reduce your monthly interest costs is to consolidate your debt at the lowest rate. Typically, your lowest-rate debt will be a loan that is secured by an asset, such as your home.

If you have sufficent equity built up in your home, consider switching to a product that allows you to access your equity, such as home-equity-line-of-credit. Then, use this line of credit to repay your higher-interest loans. In this way, you'll be bringing all of your debts together into a single account, at a single rate. Some line of credit products even allow you to track debts seperately within the account so you can continue to keep track of interest costs and repayment seperately. Not only will debt-consolidation save you interest but it will make it easier for you to keep track of what you owe and how you're progressing in paying it down.

Reducing your monthly expenses is one way to deal with economic uncertainty - and it doesn't have to be paintful. By borrowing smarter you can reduce your interest costs and increase your cash flow each month.

If you'd like to learn how to reduce your monthly interest costs, we will refer you to our Banking Consultant from Manulife Bank.


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