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The smartTrak Investment Plan by Cornwall Wealth Management

smartTrak is a no-nonsense approach to helping Canadians save and invest their money.

smartTrak benefits include:

  • High quality investment choices
  • Simple administration and ease of access
  • Low cost

smartTrak means more of your money stays invested, allowing you to grow your wealth and ultimately meet your goals.

smartTrak puts you on the right path, using the right investments, on the right platform at the right cost.

smartTrak - Investing made smarter.

Cornwall Wealth Management Group

We Care. It’s Personal.

The smartTrak Investment Plan combines the talents of Manulife Financial, Proteus Performance, and Cornwall Wealth Management.

You can access your investments directly online or by phone to Manulife Financial.

The Team at CWMG can guide you and support you with our knowledge and ability so you can make the right investment choices. We are just a phone call away.

smartTrak includes: RRSP, TFSA, LIRA, RRIF, LIF and non-registered accounts. You are able to transfer and consolidate all of your investment assets to and from the plan.

Benefits of the smartTrak Investment Plan

You receive:

  • Semi-annual statements direct from Manulife Financial.
  • 24/7 online access to your account information at www.cornwallwealth.ca.
  • Dedicated service line at the Manulife Financial Call Centre at 1-888-727-7766.
  • Online planning tools so you can keep your financial future on track.
  • Dedicated support from a Cornwall Advisor for investment choices.

Getting onTrak with smartTrak is easy

  1. Contact your Wealth Advisor at Cornwall Wealth Management.
  2. Complete the application forms and investment options with our office.
  3. Once you receive your welcome letter from Manulife Financial, log on to our website to register and begin to monitor your retirement savings and utilize the many planning tools.

    You are now on the right path with smartTrak!

 

* This is not Manulife Securities business.

Administered by:

Manulife is a leading Canadian-based financial services group. Manulife has been providing financial protection and wealth management products and services to millions of clients and have funds under management totaling over 637 billion dollars.

Delivered by:

We provide you, our client, with the guidance and confidence needed to achieve your goals. Our commitment is to enhance the financial well-being of our clients.

Sponsored by:

Proteus is a leader in the field of investment consulting and governance. They currently work with over 100 public, not for profit, corporate and trusteed clients with assets under their stewardship of over $18 billion dollars. They are independent of investment management firms, insurance companies or plan custodians thereby providing unbiased advice.

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