To share ideas and best practices, we are now serving our clients as a Joint Advisor team. You will appreciate our similar approach to financial planning, investment solutions, and client service, and the ability to bring our specialties together for you. Our team includes:
Senior Investment Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.
Many Canadians today are concerned about planning for retirement, asking how much money is enough for retirement, and seeking conservative, tax-preferred investments and income. As a Certified Financial Planning professional, Elaine uses a financial planning approach to help you define and achieve your personal goals. To meet your needs, sheoffers a full range of solutions, including ETF's, stocks, bonds, mutual funds, GIC's, Guaranteed Income plans and life insurance. Elaine has over 25 years of experience, and is focussed on client relationships, service, and transparency. Her experience, education, and empathy will build your confidence in your retirement plans. Elaine lives in Grimsby with her husband David, where they spend their spare time hiking the Niagara escarpment, playing tennis, or performing with Lincoln Concert Band.
Life Insurance Agent, Manulife Securities Insurance Inc.
David B. Wyatt has over 20 years of experience in the financial services industry and has received several awards in recognition of his help to clients. David holds a Certified Financial Planner (CFP) designation and provides expert professional planning services. David also adheres to a professional Code of Ethics and fulfills annual continuing education requirements to remain aware of current planning strategies and financial trends.
David Wyatt is a resident of the Town of Wainfleet, where he and his wife Terry, raised their two children and enjoy the tranquility and easy pace of life in the country. David spends much of his spare time working his hobby farm and landscaping the 6.75 acres. He is proud of his new home which he designed and built, with a lot of help from friends and family.
David is very active in his community, and has served as Past President of the Wainfleet Fall Fair for 9 years and was an elected Alderman for the Township. He loves working within the community promoting its diversity and rich history.
Katlin has been with our Manulife office since November 2016, after a freelance career in photography. She is a bright mind, bringing a fresh perspective for holistic finance , goals-based investing, cash flow and debt management. Her passion to help others manage their investments is one that has extended from her own financial journey and education.
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!
Terry has been working in the financial industry since 1984, first in the Insurance Industry then with a major Brokerage firm.
After starting a family she returned to the work force as an Executive Assistant to David Wyatt in 1995. She coordinates all administration, servicing and managing client accounts.
Terry ensures that our clients receive an outstanding service experience. If you have any questions she will ensure that the appropriate member of our team responds to your inquiry.