Clear, concise advice for a complex activity

 

A comprehensive approach to wealth management is where we shine. Our process involves putting cash resources to their best use‚ minimizing tax, and setting distinct benchmarks and objectives for feedback. Our service excellence is attributed to frequent communication with our clients‚ forward-looking strategies adopted on an ongoing basis, and the determined focus on our clients’ best interests.

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We develop true and meaningful partnerships with our clientele; they expect the best and we deliver it!

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Our unrestricted and extensive product access provides clients with choices tailored to fit their financial goals and advanced investment needs.

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Additionally‚ our clients take comfort in that we are not incentivized to promote proprietary financial products. We receive no preferential treatment, nor do we receive any additional compensation or reward from our partners to motivate the sale of specific investments that may occur in many brokerage firms or that is inherent with many portfolio managers.
 

Our partners

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​​We manage our investment business through Manulife Wealth Inc., a Canadian regulated investment dealer. 

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​Manulife Wealth Inc. offers a competitive fee platform‚ full access to capital markets and unparalleled ethical integrity in the Canadian marketplace. Our model of full transparency‚ 24/7 online access to accounts, along with complete activity and tax reporting ensures no assets are forgotten‚ no transaction contains an error and no opportunity is wasted. 

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Regulated by the Canadian Investment Regulatory Organization  (CIRO), Manulife Wealth advisors can provide access to stocks, bonds, new issues, mutual funds, exchange-traded funds, self-directed plans, registered accounts, separately managed and fee-based accounts, investment savings, guaranteed deposits, principal protected notes, monthly savings plans and systematic withdrawal plans.

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Furthermore we maintain strong partnerships, based on customized financial products, and ongoing economic and investment strategy support, with many leading financial institutions such as, but not limited to:

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BMO Capital Markets

Manulife Bank and Trust

National Bank Solutions

Scotia Bank Institutional

RBC Structured Notes

TD Structured Notes

 

CI Financial

Fidelity Investments

Harvest ETFs

BlackRock iShares

NEI Investments

Purpose Investments

Vanguard