We provide financial guidance
for your unique goals.

Our wealth management team is committed to integrity, excellence, personalized relationships and respect for family traditions. With solid expertise and total dedication to our clients, we cultivate partnerships based on trust and a deep understanding of each individual’s personal and family aspirations. Each member of our team brings not only in-depth expertise in financial management, but also a heightened sensitivity to our clients’ unique values and objectives.

Planning and Passing on Your Legacy

When it comes to retirement, planning the succession of family wealth is crucial. Explore early estate planning to maximize long-term financial benefits. Working with experienced advisors will help you design the ideal plan for a secure and efficient transfer of family wealth.

Our Services & Solutions for core Businesses

We know that in addition to building successful investment portfolios, investment management is the crux of wealth management, and we also believe that financial strategies and estate planning is essential to growing your wealth in accordance with your values and objectives. That’s why we offer unparalleled, comprehensive wealth management services.
Customized Portfolio
Retirement Planning
Risk Management
Tax Strategies
Estate Planning
Business Solutions

Your Financial Resources

Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S.