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Knowledge for Wealth

Listen. Educate. Plan

Meet our team

Commitment to Value

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.

Contact us today to get started
Aaron R. Martin Photo

Aaron R. Martin

Senior Investment Advisor
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Aaron R. Martin, CIM

Investment Advisor - Manulife Securities Incorporated

Life insurance agent - manulife securities insurance inc.

Email: Aaron.Martin@manulifesecurities.ca

Aaron believes in building trustworthy relationships with his clients and is committed to seeing them succeed and meeting their individual financial goals.

After graduating from the University of Toronto, Aaron began his career in finance, building investment portfolios and servicing high net worth clients at UBS Wealth Management, a European based wealth management firm. Aaron then joined Fidelity Investments, a top-tier Global Asset Manager where he would spend almost a decade as District Vice-President. Throughout his time at Fidelity, he gained valuable knowledge and experience working with all types of clients and products to build investment portfolios designed to meet clients’ goals.

Aaron has completed his Conduct and Practices Handbook, his Canadian Securities Course, Investment Management Techniques course, Portfolio Management Techniques course, as well as holds his Canadian Investment Manager (CIM) designation through the Canadian Securities Institute. Aaron is also a Licensed Life Insurance Agent in the province of Ontario.

When he’s not in the office, Aaron enjoys spending time with his wife, Kirsten, and two young children, Scott and Scarlett. You can always find him participating in some sort of functional fitness activity, or on weekends at the local hockey arena volunteering as a coach for his kids’ teams.


 


Bruce Vaillancourt Photo

Bruce Vaillancourt

Senior Financial Advisor
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Bruce Vaillancourt, CFP CPCA

Senior Financial Advisor - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.

Email: bruce.vaillancourt@manulifesecurities.ca

For the past 25 years, Bruce has been helping clients achieve their financial goals. Bruce believes strongly that education forms the foundation for a successful financial plan, both his education and helping to educate clients on the financial markets and portfolio strategies. In 2003, Bruce earned the accreditation of Certified Financial Planner, an internationally renowned qualification and gold standard for Financial Planners. Bruce handles his practice with integrity and care. He builds relationships with his clients and cares deeply about their success. 

Prior to building his financial advisory practice, Bruce built, owned and managed one of the first Tim Horton’s locations in Canada. In his spare time, Bruce enjoys spending time with his eight grandchildren. Bruce and his wife Cathy can be found hosting their family at home or at their cottage in Haliburton and they enjoy travel and skiing.

Carol Churchill Photo

Carol Churchill

Assistant Investment Representative
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Carol Churchill

Assistant Investment Representative, Manulife Securities Incorporated

Email: carol.churchill@manulifesecurities.ca

A consummate professional with keen attention to detail, Carol has been with Vaillancourt Wealth Management since 2006 and in a Sales Assistant role since 2013, when she completed her Canadian Securities Courses. Carol is responsible for all client service and is passionate about excellence and quality customer care. 

Carol and her husband David have two grown children and enjoy travelling and walks with their golden doodle, Riley. Carol’s love for music has recently given her the opportunity to lead worship annually in a conference setting, and to regularly volunteer and share music at a senior’s residence in her community.

Linda Warman Photo

Linda Warman

Receptionist
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Linda Warman

Receptionist

Linda joined Vaillancourt Wealth Management 5 years ago. She provides administrative support to provide a positive client experience. Linda enjoys working in the financial profession and looks forward to growing and learning with Bruce and the whole team at Manulife. 

In her spare time Linda enjoys camping with her family, hiking, biking and yoga.

Our Process

The Financial Chapter

A solid process to help support your financial goals


chapter 1:The introduction meeting

  • Get to know us
  • Understand your goals and objectives
  • Request appropriate documents
Analysis icon

chapter 2: Analysis

  • Review Chapter 1 notes and documents
  • Research and compile recommendations

Chapter 3: Recommendation Plan

  • We review analysis from Chapter 2
  • Discuss and choose direction
  • Finalize your plan

Chapter 4: Action

  • Vaillancourt Wealth Management team follows up on all action items identified in Chapter 3
  • Implement your plan.

Chapter 5: Regular Review

  • Schedule reviews to monitor your investment and retirement plan



"Bruce is very knowledgeable and he knows what is important to us.  Bruce and his team provide vision and direction.  This allows us to continue a nice lifestyle."

- S.B.

"Bruce is very moral and has good values.  He helps us stay on course and our investments continue to grow."

- J.M.

"When it comes to investments Bruce explains everything clearly so we can make the right choices.  We feel we never have to worry."

- J.S.

Our Services

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.


For more information on services and solutions for your financial needs...

Contact Us Today


Resources


NEED ANSWERS?

Can't find what you are looking for? Do you have questions about the tools and resources below, or would like more detail?
Don't hesitate to reach out to us today, we're happy to help!

✉ CONTACT US

Government of Canada: Benefits to help Canadians and businesses facing hardship as a result of the COVID-19 outbreak.


MANULIFE VITALITY


We want you to live your longest, healthiest life. That’s why there’s Manulife Vitality - a program that can reward you for all of the little things you do to stay healthy. Learn more

SIGN IN TO YOUR ACCOUNT ↗
SIGN UP NOW FOR VITALITY ↗
Learn your Vitality Age ↗



CLIENT LOGINS


Manulife Logo

For more information on Manulife, visit www.manulife.ca

Group Benefits Online

Manulife group benefits plan members can now submit their claims online.

SUBMIT A CLAIM ONLINE ↗

Group Retirement Online

Manulife group retirement members can log in to their account here.

SIGN IN ONLINE ↗

Manulife's Mobile App

The only app you need to manage your Group Benefits and Group Retirement plans with Manulife.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.


Manulife Bank Logo

For more information on Manulife Bank, visit www.manulifebank.ca

The Advantage Account

Start earning a high interest rate on all your money with a combined chequing and savings account.

OPEN YOUR ACCOUNT ↗

Internet Banking Login

Manulife Bank provides its customers access to their bank accounts 24-hours a day, 7 days a week.

CLIENT LOGIN ↗

Manulife Bank Mobile

Deposit cheques at work, pay bills at the store, and send money without leaving home. Download the Manulife Bank app today.

Click to go to the Google Play Store to download the Manulife Mobile app. Click to go to the Apple Store to download the Manulife Mobile app.

Manulife Bank deposit rates are subject to change. Visit manulifebank.ca/rates for additional details. Manulife Bank of Canada is a member of Canada Deposit Insurance Corporation.


Government of Canada

For more information on the Government of Canada, visit www.canada.ca - The official website of the Government of Canada

My Service Canada Account

Apply, view and update your Employment Insurance (EI), Canada Pension Plan (CPP), Canada Pension Plan Disability (CPP-D) and Old Age Security (OAS).

Sign in to My Service account ↗

CRA My Account

My Account is a secure portal that lets you view your personal income tax and benefit information and manage your tax affairs online.

Sign in to CRA My Account ↗

CRA My Business Account

My Business Account is a secure online portal that provides an opportunity to interact electronically with Canada Revenue Agency (CRA) on various business accounts.

Sign in to My Business account ↗


*Some of the content through these links may be subject to the copyright of another party. Where information has been produced or copyright is not held by the Government of Canada, the materials are protected under the Copyright Act, and international agreements. Information posted by the Government of Canada is subject to the Copyright Act.


FINANCIAL RESOURCES





FINANCIAL TOOLS & CALCULATORS

We are here to help. Contact us to help explain your results and what they mean for your situation.



*These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.

INSIGHTFUL VIDEOS & MAGAZINES


The Canada child benefit is a tax-free monthly payment made to eligible families to help them with the cost of raising children under 18 years of age.


With everything going on, you may be thinking about your coverage … so we thought we’d take a minute to talk about how insurance works.

Contact Us


Bruce Vaillancourt 

Senior Financial Advisor

Email Bruce

Aaron R. Martin 

Investment Advisor

Email Aaron

Carol Churchill 

assistant investment representative

Email Carol

Vaillancourt Wealth Management