Joe Pinto, CFP

Senior Investment Advisor, Manulife Wealth Inc.

Life Insurance Agent, Manulife Wealth Insurance Services 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

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 301, 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@manulifewealth.ca

Jordan Batt

Associate Advisor, MANULIFE WEALTH INC.

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

Jordan graduated from Dalhousie University with a Bachelor of Management and has gained experience in a variety of roles across both large corporations and small start-ups throughout Canada. These diverse opportunities have helped him develop valuable expertise in Account Management, Data Analytics, Operations, and Retail Banking.

A natural problem-solver with a passion for Wealth Planning, Jordan is driven by the opportunity to help clients navigate the complexities of investing and support them in making well-informed decisions. He focuses on understanding each client’s unique circumstances, family structures, and financial goals in order to provide meaningful guidance and build long-standing relationships.

Jordan holds the title of Associate Advisor with Manulife Wealth Inc. and is continuously furthering his education in Wealth Management and Financial Solutions Planning, with plans to pursue the Certified Financial Planner (CFP) designation in the coming years.

Outside of work, Jordan enjoys spending time in nature—whether it's golfing, fishing, or skiing. He also recharges by playing piano, watching the Toronto Raptors, and catching up with friends and family across Canada.

365 Evans Avenue, Suite 301, Toronto, ON M8Z 1K2
Phone: 416-259-8222 ext:251
Fax: 416-259-8202
Toll-Free: 877-676-6686

Email jordan.batt@manulifeweath.ca