Bocking Financial Solutions

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• Are you 25-45 years old? Buying your first home?
• Are you 45 years old? Thinking about long-term planning?
• Not sure who you should speak to? Do you have general questions about your finances?

Companies We Represent

Disclosure Statement

We represent several companies, but place the majority of our business as follows:

Life Insurance, Disability Insurance, Critical Illness Insurance Manulife Financial Great West Life Transamerica Life Canada Life	Employee Benefits Manulife Financial Great West Life Desjardins Financial Security
GIC’s, Segregated Funds and Bank Products Manulife Financial Manulife Bank National Bank ING Bank Standard Life	Mutual Fund Companies (Dealer - Manulife Securities Investment Services Inc) Invesco Trimark Manulife Mutual Funds Fidelity Investments CI Investments Dynamic Funds Mackenzie TD Mutual Funds Franklin Templeton Investments RBC Funds AGF Mutual Funds

Relationship with Companies we represent

• No company, listed above, holds an ownership interest in our business, nor do we hold an interest in any listed company.

Conflict of Interest

• In our duty to disclose any conflict of interest with you as our client, we confirm that there is no conflict of interest in regards to the proposed sales transaction that you are considering, and that our overall recommendation takes into consideration and is based on our analysis and assessment of your current financial and security needs.

Compensation

• If you choose to purchase a product through us, we will be, in most cases, paid a sales commission by the company that provides the product you purchase. We may receive a renewal (or service) commission if you keep that policy/account in force.  We may also be eligible for additional compensation, depending on various factors such as the volume or persistency of business that we place with a particular company during a given time period.

Neil and Peter Bocking are licensed as Life and Health Insurance Agents in the Province of Ontario. Neil is also registered through Manulife Securities Investment Services Inc., as a mutual funds sales representative, for mutual funds in the Province of Ontario.