A Disciplined Approach to Wealth Management

Our team is committed to helping clients make informed decisions with clarity and confidence while building long-term relationships based on trust and consistency.

Strategic Upgrade

Who We Work With

Pre-retirees and retirees

Business owners and professionals

Families seeking long-term wealth guidance

Our Team

Our Professional Team

Shayan Hamdani

(CIM)

Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Trusted Wealth Management inc.
Director & President, Trusted Wealth Management Inc.

Michael Sanson

(CIM, CIWM, FCSI)

Senior Financial Advisor, Senior Portfolio Manager
Life Insurance Advisor, Manulife Wealth Life Insurance Services Inc.

Joel Borges

Investment Advisor,
Manulife Wealth Inc.

Omar Baqa

Financial Advisor, Manulife Wealth Inc.

Sukhi Dhaliwal

Executive Assistant,
Manulife Wealth Inc

Jackie Walton

LIFE INSURANCE ADVISOR, GUIDED WEALTH MANAGMENT LIMITED

Susan Troke

Assistant Investment Representative

Sukhi

Assistant Investment Representative

Core Values

Our Core Values and Philosophy

Discipline

Maintaining a structured and consistent approach across all market conditions.

Transparency

Clear communication and thoughtful guidance so clients can make confident decisions.

Partnership

Working closely with clients as their priorities, goals, and circumstances evolve.

Our Process

Our Structured Approach

Understanding your priorities, current financial position, and long-term objectives.

Developing a coordinated approach that aligns investments with income needs, risk tolerance, and long-term goals.

Implementing the strategy through investment selection, account structuring, and risk management solutions.

Monitoring and adjusting your strategy as markets and life circumstances evolve.

Start the Conversation

Start the Conversation Today

Schedule a consultation to review your current strategy and explore opportunities to strengthen your overall financial position over time.

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