your unique personal, family, and financial goals.
Our vision is to understand you.
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.
About
PINTO • MARQUES WEALTH MANAGEMENT
We help families and business owners meet their life goals and financial objectives by providing a comprehensive approach to financial management. Here’s what we do for our clients.
Services
We Provide
You’re covered in these areas to name a few. Click any of the below Services to view all of our focus areas.
Investment
MANAGEMENT
The only proven asset management philosophy is the one that takes emotion out of the equation
Alternative
INVESTMENTS
We pride ourselves on being able to offer our clients a wide range of investment solutions
Risk
MANAGEMENT
Creating an effective financial plan also involves identifying and mitigating risk.
Retirement
PLANNING
Planning for retirement isn’t just about contributing to your RRSP or group pension plan.
Estate and Legacy
PLANNING
Estate planning involves wealth preservation and the orderly transfer of assets during your lifetime or upon death.
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