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THE RIGHT SOLUTION

We find the right solution for you and provide you with the utmost in service.

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Helping you achieve financial freedom

When it comes to your financial future, the decisions you make today can change the course of your life.

Choosing the right financial strategy, considering long-term care, preparing for retirement and navigating these complex matters can quickly become overwhelming.  Our process provides you with easy-to-understand recommendations so you can make financial decisions with confidence - and we will help you implement them every step of the way.

Meet Udo

We pride ourselves in offering sound, honest, financial advice based on education, knowledge and experience.

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Services & Solutions

Whatever your stage in life, we can help you feel financially assured with a variety of financial products and services to meet your specific needs.

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Client Resources

Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.

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The Value
of a Financial Advisor

If you've ever wondered about the value that working with a professional financial advisor can provide, here's a short video that explains the benefits you'll receive with an advisor in your corner. 



“An investment in knowledge pays the best interest.”

--Benjamin Franklin

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Meet Udo

Attention to Details - Commitment to Trust

Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit.

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Udo Renner Photo

Udo Renner

Financial Advisor, Manulife Wealth Inc.

   

Udo has been in the Financial Services Industry since 1980 and sells Life Insurance, Segregated Funds, Mutual Funds, Critical Illness, Disability & Group.  

Udo was Rookie of the Year for Canada with Monarch Life in 1981.  In the past Udo had obtained a 5 Star Master Builder status, the highest level of achievement within the Master Builder program, Manulife's most prestigious award and recognition program worldwide.  Udo joined an exclusive group of 115 representatives across Canada who have reached this level of achievement in the 50-year history of the Master Builder program. This program recognizes outstanding advisors who have made substantial contributions to the development and expansion of the company. 


Services & Solutions

The Value of Advice

Your financial world is constantly changing and understanding how or if it affects you can be overwhelming. That’s why the value of financial advice is more important now than ever before. We aim to help simplify your goals, giving you added confidence in your financial decisions – now and in the future.

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Insurance Solutions

Insurance Solutions

It’s not what we have in life, but who we have that matters. With the right Insurance solutions, you can protect the people you care about most with easy-to-understand options that offer peace of mind. We can provide educated advice and expertise for solutions tailored to your needs. Some of which include:

  • Travel, Life and Health insurance
  • Disability and Critical illness protection

Investment Solutions

Whether you’re investing for the first time, saving for the future or embarking on retirement, we can help you enjoy today while you prepare for tomorrow. Save, Invest and grow your wealth with strategies based on your unique priorities. We can provide educated advice and expertise in solutions such as:

  • Registered retirement plans (RRSP, RRIF)
  • Locked-in retirement account (LIRA)
  • Registered education savings plan (RESP)
  • Tax-free savings account (TFSA)

Investment Solutions

Estate Planning

Estate Planning

By planning for tomorrow today, you can retain more of your assets, protect your estate and leave a legacy for your family or loved ones. Depending on your unique situation, there are different ways to achieve your estate planning goals, including business succession, wills, beneficiary designations, powers of attorney, insurance, trusts, tax strategies, and charitable gifts. 

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Planning for Retirement 

To enjoy your retirement, you’ll need a steady source of income and a plan uniquely tailored to you. We'll help you understand where your money will come from and when you’ll be able to access it, so you can gain confidence in the potential to grow your future income stream. Whether your focus is travel, leisure, or reaching new goals, there’s one factor that plays a role in every successful retirement — good planning.

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Planning for Retirement

Group and Business Solutions

Group and Business Solutions

Find simple, cost effective and tax efficient plans to attract and retain the best talent. Stay competitive as an employer and keep your plan members engaged by helping manage their health and wellness. Whether you are a small or large business, we will meet with you to assess your needs and explain your options, some of these could include:

  • Group benefits & Group retirement
  • Group pension
  • Competitive employee benefits
  • Business and key-person insurance

Banking Solutions 

Banking today is about instant access – whether you’re paying with a tap, transferring money, or depositing a cheque or looking for mortgage options. In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your financial goals.

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Banking Solutions

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Stay in Touch

While every conversation is different, you should expect to cover some general information and get a sense of what it’s like to collaborate with us.

To help prepare for this meeting, you should have a basic idea of your current financial picture and financial goals. How are things now? Do you have any concerns? What do you hope to accomplish in the next few years and longer term?  

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