Senior Investment Advisor, Manulife Securities Incorported
Life Insurance Advisor, Manulife Securities Insurance Inc.
As a Certified Financial Planner, I find many who are concerned about planning for retirement, asking how much money is enough for retirement, and seeking conservative, tax-preferred investments and income. To answer these questions, I use a financial planning approach to help you define and achieve your personal goals. To meet your needs, I offer a full range of solutions, including ETF's, stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and life insurance, I focus on continuous service, fee transparency, and building long-term relationships. My experience, education, and empathy will build your confidence in your retirement plans. Please contact us if you would like to arrange a meeting.
Diana Kancko has served clients and Advisors in Financial Services for over 20 years, and makes sure your accounts are running smoothly. Diana reviews documents, processes and follows up all account opening, deposits, trades, and transfers. Diana has good knowledge of securities regulations and requirements and the latest Manulife policies and procedures. Diana also assists in planning and organizing client events, seminars, and newsletters. Diana prepares for Advisor-client meetings and portfolio reviews, schedules appointments, and answers administrative questions. If she doesn't have the answer to your question, she will get it for you!