As an Advisor with Manulife Wealth Inc., I help individuals and families with their Investment Portfolio's & Financial Strategies, safeguarding capital from unnecessary taxes & increasing the probability of growth. As a member of one of the largest Portfolio Management teams with Manulife Wealth Inc. across Canada, you have the peace of mind our fingers remain on the pulse of the market, allowing us to build brick by brick the other pillars of wealth management with you:
Minimizing unnecessary Taxes
Securing family Income
Corporate Planning
Estate Transfers
Our strategies are cemented in a philosophy that is simple to follow and easy to understand.
Benchmarks: To track and monitor your Portfolio performance
Systematic Processes & Tools: You know why a Financial Strategy is executed, and the next action
Consistent Communication: Working together to differentiate between signal & noise
Each strategy is tailored specifically to your needs, and situation. I am proud, humbled by what I do, and consider myself fortunate to be given the opportunity to nurture financial clarity with those who decided to call myself and the team, their Advisors. If you would like to know how I spend time outside the office, I could go on with family stories, my voracious appetite for books, traveling, being physically active, and lending a hand at various non-for profit organizations around Toronto among other things. With that said, having a chat about Economics, Trade Wars, Revolutionary Technologies, new Canadian Tax Law changes to businesses, what to do in the next big Market Crash, taking CPP/OAS early/late, and maximizing dollars you make & save to do what you dream of in the future is always an activity that puts a smile on my face. Send me a message, It would be a pleasure to have a conversation with you.