Home About Lisa Financial Services   - Insurance   - Investments   - Planning   - ManulifeOne Quick Service Info Appointments Locate Us Privacy & Confidentiality Disclaimers		QUICK SERVICE INFO This page is dedicated to saving you some time and effort with respect to keeping your banking, mortgage, insurance and investment financial records up to date -- for example, when you change your personal or business address. Click here for Manulife Related Contact Numbers Click here for Other Companies' Contact Numbers How to change your banking and address information When you move, one of the most time consuming tasks is to look up and contact all the companies who need to continue to send you financial updates of your records -- to the correct address. Please follow the link above for the customer service numbers if you have any of the following requests or changes: Address changes Changes to your personal information Changes to your beneficiary designation Reporting death claims Banking changes Auto Pay changes Payment changes Questions about fees Partial withdrawals Request for values Questions about historical activity When calling please have the following information for security purposes: Account number Existing address on the account Date of birth SIN Number
~ Email Lisa or call 519-268-0737 ~ The information contained herein is for Ontario residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which WorldSourceFinancial Management Inc. or its Advisors are not appropriately licensed or registered or where any product or service is not eligible for sale. Details are available on request. Worldsource Financial Management Inc., sponsoring mutual fund dealer Additional products and services provided through Lisa Marques Financial Services