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My practice at Manulife Securities Incorporated is ideal for investors who want a one-on-one relationship with a dedicated and professional Investment Advisor. You will receive comprehensive and personalized investment advice while staying involved in the key decisions about your portfolio.
I will work with you to develop a customized investment strategy - one that's right for you and your family's unique needs and goals.
I build strong relationships by listening to your needs, sharing information, recommending investment opportunities and maintaining ongoing contact. All this ensures that your investment strategy remains flexible enough to move with you through each stage of your life.
Helping you develop and manage your investment portfolio is just the beginning of what an Investment Advisor can offer you. As a member of Manulife Securities Incorporated I can call on all the resources needed to help you develop fully integrated wealth management solutions. This can encompass retirement planning, estate planning, financial security for your family, tax management, and many other key areas of your financial future.