Adapt Financial Offers Full Financial Planning for Yellowknife, Northwest Territories and the Yukon.

We are the North’s full-service financial planner. We also service clients from all across Canada.

We pride ourselves in offering an unmatched level of service to our clients. This results in a level of comfort and trust that you do not get from regular bank advisors.

Many of them become life-long clients and even if they move away, we are happy to continue supporting them through all the stages are life.

We are Manulife Advisors, and we have access to everything you may need under this trusted and reputable brand.

Our Services Include

Investments
Our full line up of investment options gives almost everyone a solution, depending on their needs. We are driven by performance for all of our clients.

Our investment options include:
- TFSA: Tax-sheltered investment option with tax-free withdrawal
- RRSP: A long-term simple and flexible option to generate tax-sheltered return
- Non-Registered: Invest as much or as little as you want. Non-registered funds are suitable for short, medium and long-term savings.
- Segregated Funds: This broad line-up offers access to growth potential, estate planning and protection features to meet a broad range of investment needs
- Manulife Private Investment Pools (MPIP): This program has additional features designed for investors with a minimum $100,000 investment. This includes lower management fees, increased reporting and tax efficient growth and income potential.
Insurance
We offer a variety of insurance solutions:
- Life insurance to cover final expenses, help secure your family’s income or to help build a legacy, life insurance is a key piece of your financial plan
- Living benefits help cover your expenses in the case of an unexpected illness or injury
- Health and dental insurance provides coverage for health and dental costs
- Travel insurance gives you piece of mind whenever you leave the country
Employee Health Benefits and Group Retirement Plans
Give your staff health benefits they need to help take care of their health and wellness, including:
- Life and AD&D
- Disability
- Dental and healthcare
Give staff group retirement options, including:
- Defined Contribution Plans: A tax-deferred savings option for employees to accumulate tax-free until retirement
- Group RRSP: Generates tax-sheltered returns
- DPSP: Share a portion of your company’s earnings with your employees and is flexible depending on how profitable your business is
- Group TFSA: Helps participants grow their savings in a tax-sheltered investment vehicle. Withdrawals can be made at any time and are tax-free.
Banking
Manulife has great banking options, including:
- Bank accounts: Personal and business high-interest savings accounts
- Credit cards: Get cash back rewards, purchase protection, and travel with perks with Manulife’s Visa Infinite and Visa Platinum cards
- Mortgages: Flexible personal and small business mortgages and mortgage insurance
- Loans: Leverage your savings, investment and spending power with lines of credit, investment loans and RRSP loans

Where Smart Money Grows

Our Funds Do Better

We’ve invested years of learning and worked hard to get access to high-performing funds.

Our solid investment strategy has paid off for clients as we consistently out-perform industry averages and the global index. We are fully transparent on the historical returns our funds have secured and regularly provide all our clients with this information.

Service Fees

We understand that investing has become a complex activity with many choices. While there may be many ‘no-fee’ investment options, what matters most is the return your portfolio brings. We stand by our investment products and expertise and are proud to show you how our funds perform compared to the global average.

Shawn and Barry are professional, honest and knowledgeable. They did a great job helping me customize my life insurance needs, as well as establish an investment portfolio that is far exceeding my expectations! I am now on track for a very comfortable retirement.

– Rob