Our mission
Provide our clients with a one-stop extensive
wealth management experience.
Provide our clients with a one-stop extensive
wealth management experience.
With diligent analysis, meticulous attention to detail and effective communication, we help our clients set and reach their financial objectives with peace of mind.
In addition to building effective investment portfolios, we guide our clients through the complex environments of taxation, law, retirement planning, estate planning and charitable giving. To do so effectively, we cooperate with accountants, lawyers, notaries and other professionals to ensure nothing is left to chance.
We make it a point to act at the centre of clients’ finances, as their personal Chief Financial Officers (CFO), essentially providing them with a personal family office experience. Working with us means truly having a team in your corner to face every chapter of your financial journey.
Our team is comprised of highly trained advisors and support staff. As a full practice firm, we are licensed to provide investment, insurance and financial planning advice.
Our group is proud to be part of the Manulife Wealth Inc. network.
Manulife Wealth Inc. has $57.9 billion* in assets under administration and is a wholly owned subsidiary of Manulife Financial – a leading Canada-based financial services group with principal operations in Asia, Canada and the United States. To learn more about Manulife Wealth, please visit www.manulifewealth.ca
Manulife Wealth Inc. is a Member of the Canadian Investor Protection Fund (“CIPF”). To learn more about the CIPF, please visit www.cipf.ca.
* as of December 31st 2020
