$9 B
In assets under administration by
Diligence Wealth Management*
Largest
Branch under
Manulife Wealth Inc.
20+
Years of experience
as of March 2024
The Investment Revolution
Alongside his impressive track record, Francis is also known for his recent association with Forbes, which enabled him to publish his book “The Investment Revolution” now ranked #1 best seller on Amazon. Available in English on Amazon.ca and in bookshops.
Our clients
- Business professionals
- Health professionals
- Families and future generations
- Retirees
Building your family legacy
Our approach is essentially collaborative and transparent. Unlike traditional banking institutions, we do not attempt to sell financial products to our customers, but instead provide them with knowledgeable guidance and advice. We believe in common interests, where our success is intimately tied to the success of our customers. As trusted partners, we aim to build long-term relationships based on mutual trust and respect.
Our mission
We wake up every day with the mission of accompanying our customers in the creation of their financial future, taking into consideration their family aspirations and personal goals. Proximity to our customers is at the center of our practice. We are always available and easily reachable because we understand the importance of responding quickly and effectively to our customers' financial needs and concerns.
Our values
PROXIMITY
We are committed to being accessible and available to our customers, always ready to respond to their needs quickly and efficiently.
TRANSPARENCY
We are honest in all our interactions, providing clear and comprehensive information to help our customers make informed decisions.
DILIGENCE
We act with diligence in all our operations, ensuring that every request is handled meticulously and professionally, to the highest quality standards.
AUTHENTICITY
We adopt a neutral and objective opinion in our advice, focusing on educating our customers rather than selling them financial products.
TRUST
Our relationships are based on mutual trust and respect. We are committed to build long-term partnerships with our customers, based on open and honest communication.
Promise of guidance
Our team is committed to provide superior service through attentive follow-up and frequent communication with our customers. We schedule regular meetings to discuss your needs and adjust our approach. Our meetings will offer:
In-depth overview
We get to know you personally and understand your financial aspirations through an in-depth analysis of your situation.
Tailor-made goals
Together, we define financial objectives that reflect your short- and long-term dreams and values.
Ongoing support
By your side every step of the way, we adjust our strategy in response to your needs and market fluctuations.
Relationships built on trust
We base our relationship on transparency, open communication and personalized advice, so that you can achieve your financial goals with complete confidence.