At Pinto Marques Wealth Management our vision is to understand you.
We work with you to create a tailored plan to achieve your unique personal, family, and financial goals to bring you lifelong financial security and peace of mind.
Our Investment Philosophy
Once we have an understanding of your goals and comfort with risk, we construct diversified portfolios favouring securities that provide income in the form of interest and/or dividends. Combining fixed income securities such as government and corporate bonds with dividend paying equities has historically delivered long-term positive returns with reduced volatility compared to the broader markets. Securities that pay a consistent stream of income are an integral part of our portfolio construction. Manulife Wealth Inc. is one of Canada’s foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs.