COVID-19 and Day-To-Day Business at 360 Private Wealth Management/Manulife Securities Incorporated
Recognizing the current situation with the COVID-19 pandemic, we want to make sure all client households understand we are open for business and ready to meet everyone’s investment and planning needs during this exceptional time.
Given our licensing and the benefits of technology, it is important to note in the interest of minimizing person-to-person contact, we can accomplish many day-to-day investment account activities without the need for clients to come into the office. Depending on the circumstances we can process investment purchases and sales based on telephone approval. We can receive deposits to your Manulife Securities investment account from your bank account and deposit proceeds from your Manulife Securities investment account to your bank account via Electronic Funds Transfer (EFT). We can email appropriate documents to you for signature where required and have you return the signed forms as a scan copy and process the forms accordingly. Where required, we will connect by phone to reconfirm details on any signed documents prior to processing.
While I am connected to the office and to clients during the business day, in my absence, where necessary, you may hear from a second Manulife Securities Incorporated advisor, Tyler Fehr, who is on call to confirm any trades when I am unavailable to do so.
This is an exceptional time. This said, it will pass and, in all likelihood, things will revert to a state of normality again as has been the case in past exceptional events. We are monitoring the situation and staying up to date on the most recent developments and stand ready to provide any help and guidance you or your family might need.
Contact us if you need any assistance or if you have any questions or concerns.
David J. Luke, CFP, RFP, CLU, CH.F.C., CIM | Financial Advisor
360 Private Wealth Management | Manulife Securities Incorporated
Unit 1 – 25 Scurfield Boulevard, Winnipeg, MB R3Y 1G4
Main Office 204.925.5868 | Direct 204.925.2073| Fax 204.925.2263 | Toll Free 844.688.3656