Comprehensive Wealth Management
Getting the right investment advice is a key part of managing your wealth. But it’s just one part of a bigger picture. You may also require assistance with your finances or taxes, help planning your retirement, or guidance on how to structure your estate in a tax-efficient manner. Because these various aspects of managing wealth are all interconnected, it is important to take a coordinated approach. We will create a total wealth management strategy in partnership with your tax and legal advisors to address your various financial concerns at each stage of your life:
Accumulating Wealth 
Growing your assets for future goals like retirement
Protecting Wealth
Maintaining your assets to protect your financial well-being
Converting Wealth
Creating an income stream to support your ideal retirement lifestyle
Transferring Wealth
Creating a lasting legacy for your family or other beneficiaries
Services Designed For Your Needs
Catering to the needs of individuals, families, corporations and businesses through: 
Includes specialized services for Businesses Owners:
- Business Risk and Insurance Management
- Business Investment and Asset Management
- Group Savings Plans (e.g. RRSP, TFSA etc.) for Owners and Employees
- Estate and Tax Strategies for Business Owners
- Group Life & Living Benefit Insurance, Health & Dental Plans for Owners and Employees
* Banking Products and Services are offered through referral.
Make Informed Decisions
Making sense of today’s ever-changing financial markets isn’t easy. But having the right perspectiveon where the markets are going is essential to succeed as an investor.
Helping Sunil provide the perspective you need is Manulife’s “Best in class” approach to research whereby he has access top tier third party research Provider and Partners. Third party research providers include:
