Services - For Individuals - Investments

Financial Plans
Let us help you develop a long-term plan.

We incorporate proactive management strategies by recommending personal plans, investments and products to help meet goals.

Recommendations on investment choices
Asset allocation advice
Risk/reward analysis of current holdings
Portfolio rebalancing
Debt reduction strategies
Tax planning strategies

Mutual Funds*

Retirement Planning

RRSP's* - personal, spousal, locked-in and self-directed

Tax Free Savings Accounts*

Registered Education Savings Plans*

Registered Disability Savings Plans*

Private Wealth Management

Fee Based Planning

GICs and High Interest Savings Accounts

* Investment products and services offered through Manulife Securities Investment Services Inc.

Investments
To explore the best alternatives for you, we ask you to complete the following Information Request Form. The information gathered below will be used solely for internal client management purposes. We will contact you promptly to determine how we can be of service to you.

Information Request Form

Name:
Phone:
Email:

Personal Financial Plans		Yes	No
	Do you have a Financial Plan?
	Have you defined your goals?
	Would you like to review your current plan or put a plan in place?

Investments		Yes	No
	Are you saving?
	Have you reviewed your savings portfolio to ensure it is consistent with your goals?
	Do you have a defined strategy
	Would you like to review your action plan or develop a personalized strategy for investing?

Would you like an introduction or review of any of these plans or products?
--if yes, please select which plan or product.

Nobrega Financial / Manulife Securities Investment Services Inc.
1401, 10104 - 103 Avenue NW
Edmonton, Alberta, Canada T5J 0H8
Phone: (780) 945-2895
Fax: (780) 420-6655
Email: info@nobregafinancial.com
Web: www.nobregafinancial.com

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.

Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated.

Manulife Securities Investment Services 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.

This material is not to be construed as an offer or solicitation. The securities mentioned may not necessarily be considered suitable investments for all clients. Contact your Investment Advisor to discuss your individual investment needs.

Borrowed Money (& Leverage):
Using borrowed money to finance the purchase of securities involves greater risk than a purchase using cash resources only. If you borrow money to purchase securities, your responsibility to repay the loan and pay interest as required by its terms remains the same even if the value of the securities purchased declines.

Manulife Securities Investment Services Inc. is committed to protecting your privacy and the confidentiality of your personal information. A copy of our privacy policy is available upon request. If you have any questions about this policy, please call us at 1-800-991-2121.

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