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At Manion & Associates our team has more than 50 years of experience helping people reduce their financial stress. We provide full service financial planning including Retirement Planning, Investment Planning, Insurance Planning, Estate Planning, Tax Planning and Cash Management. When you work with Manion & Associates you work with ALL of us.

Our Financial Services
  • Retirement Planning
    • Do you know when you're going to retire?
    • Do you know how you will retire?
    • Do you know what's beyond retirement?
  • Investment Planning
    • You've worked hard for your money, shouldn't it now work hard for you?
  • Insurance Planning
    • How will your family get by if you have a Critical Illness such as Cancer or a Stroke?
    • With your death or disability, how will your family pay the bills?
  • Estate Planning
    • Who will get the biggest chunk of your estate on your passing, your family or the government?
  • Tax Planning
    • Do you pay taxes?
    • Are you paying the least amount of tax?
  • Cash Management
    • Do you need a strategy to get out of debt and start saving money?
Our Business Services
  • Business Plan & Grant Proposal Writing
  • Marketing Plan Development
  • Human Resource Support
  • Employee Benefits
  • Sales Support & Training
  • Finding Funding for your Business
  • Mentoring & Coaching
Testimonials

Since I have been in practice for the past 26 years, I'm sure that I have been bombarded with every investment scheme and saving plan. Not one of these so-called consultants have taken the time, nor made the effort to introduce and make themselves available to discuss financial goals with my wife and myself. However, your firm and you in particular, took the time and effort to help us plan an investment portfolio which will, in years to come, satisfy our requirements so that we may be able to achieve financial independence. Thank you for your effort on our behalf.

James B. Norquist
Barrister and Solicitor
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Monday
Nov292010

Perception becomes Reality

At Manion & Associates Financial Services our mission is to provide Service, Integrity and Knowledge to assist our clients with finding balance in their lives today while planning for the future. We are proud to announce that Manion and Associates Financial Services is expanding its services to offer results-driven business development tools that will increase the sales, productivity and efficiency of our clients businesses, truly giving them a "Work Life Balance".

We understand the uniqueness of each client's business and the new "Business Solutions" division, headed by Dean Barbour, will concentrate on bringing five (5) decades of business knowledge and understanding to your business, regardless of the type, style or size of your business. Whether you are exploring a business idea, ready to go into the global market or maybe considering downsizing or selling your business, you will always know you have a high level of service, with integrity and knowledge.

It is important that your company work with a firm that can back up its success. We are the right choice.

Business Solutions

We offer an initial complementary consultation that allows each client to leverage our knowledge and ensure the relationship works for them. We understand that each company has different goals and objectives and we can develop and implement a customized program to meet your needs whether you are creating a new business, bringing a product to the market or developing an advertising and promotions campaign.

Our services include:

  • Business Plan & Grant Proposal Writing
  • Marketing Plan Development
  • Human Resource Support
  • Employee Benefits
  • Sales Support & Training
  • Finding Funding for your Business
  • Mentoring & Coaching 
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