Joe Pinto, CFP

Senior Investment Advisor | Manulife Wealth Inc.

Life Insurance Advisor | Manulife Wealth Inc. Insurance Inc

Since 1987, Joe has remained a fully engaged independent advisor specializing in comprehensive financial planning.  Joe is a Senior Investment Advisor with Manulife Wealth Inc., a full-service investment dealership, and a Life Insurance Advisor with Manulife Wealth Insurance Services Inc.  Joe and his team emphasize the development and implementation of goals and values based plans.

Joe works closely with business owners, individuals and families as their primary Financial Planner.  Joe’s focus is ensuring lifelong financial security by advising on and managing tax-effective investments, insurance and estate planning solutions based on each individual’s financial situation, goals and risk tolerance.

As an Investment Advisor, Joe also holds the most internationally recognized designation, that of Certified Financial Planner (CFP). Joe is a member in good standing of the Financial Planners Standard Council (FPSC) and the Financial Advisors Association of Canada (Advocis), adhering to their respective code of ethics and standards of practice. 

Richard Marques, CFP, CIM

Associate Portfolio Manager & Senior Investment Advisor | MANULIFE WEALTH INC

Independent Insurance Representative

Richard began working in the financial services industry in 2007 where he traded stocks, bonds, and options on behalf of retail investors. 

In 2008 he began working as a Financial Planner for one of the big five banks, where he established his goals-based financial planning and wealth management strategies.  Richard was in the advisory role for 5 years where he worked with clients and their families creating and implementing plans and portfolios to help them achieve their long-term financial goals.  While in this role, Richard earned his Certified Financial Planner (CFP) designation through the Financial Planning Standards Council and remains a member in good standing.

In 2013, Richard was presented with an opportunity that would change his and his family’s life and have a significant impact on his career.  Richard had the rare chance to switch from the advisory side of the business to the manufacturing side, where he quickly worked his way up to the role of District Vice President at Manulife Investments. This role gave Richard an outstanding perspective on the business in that he worked closely with Investment Advisors, Financial Planners, and Insurance Advisors at all major firms across Ontario and Manitoba.  During this period of time, Richard earned his Certified Investment Manager (CIM) designation.

Despite knowing Joe Pinto since childhood, it was only during this time at Manulife that Richard and Joe began conversations about one day working together.  Richard made the decision to return to the advisory side of the business when Joe offered him the opportunity to join his practice at Pinto Wealth Management, Manulife Wealth Inc..  In 2016 Pinto Marques Wealth Management was formed.

Olga Santos

Assistant Investment Representative | Manulife Wealth Inc. 

365 Evans Avenue, Suite 203, Toronto, ON M8Z 1K2
Phone 416-259-8222 ext:252
Direct 416-646-3114
Fax 416-259-8202
Toll Free 877-676-6686

Email olga.santos@manulifesecurities.ca

Jordan Batt

Associate Advisor | MANULIFE SECURITIES INCORPORATED

Jordan is the newest member of the Pinto Marques Wealth Management team, having joined us in October of 2022. He was born and raised in the GTA and has lived coast-to-coast from Vancouver Island to Nova Scotia, most recently returning home to the Toronto area.  

Jordan graduated from Dalhousie University with a Bachelor of Management, and has since gained experience in various roles within large corporate, and small start-up, organizations across Canada. Through these diverse endeavors, Jordan has built out his skills and knowledge in Account Management, Data Analytics, Operations, and Retail Banking capacities.

A natural problem-solver with a passion for Wealth Planning, Jordan is inspired by helping clients navigate the complexities of investing, while enabling them to make well-informed decisions as they face intricate personal and financial situations. By understanding clients’ unique individual circumstances, family structures, and financial goals, Jordan maintains deep relationships with clients to provide holistic advice and comprehensive financial plans.

Jordan is registered as an Associate Advisor with Manulife Wealth Inc. and is continuously furthering his knowledge within Wealth Management and Financial Solutions Planning, with his sights set on the Certified Financial Planner designation (CFP) in the coming years.

Aside from his career, Jordan has many hobbies that mostly involve feeding his passion for the outdoors, such as playing golf, fishing, and skiing. Jordan re-charges by playing piano, watching the Toronto Raptors and catching up with close friends and family across Canada. 

365 Evans Avenue, Suite 203, Toronto, ON M8Z 1K2
Phone: 416-259-8222 ext:251
Fax: 416-259-8202
Toll-Free: 877-676-6686

Email jordan.batt@manulifesecurities.ca