Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S., Asia and Europe, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.
Advantages
Tax efficiency
At the portfolio level (elimination of taxable income generated by your non-registered portfolios, disbursement of RRSP portfolios, etc.).
Asset protection
In the event of a drop or correction of the markets, thanks to a negative correlation in the portfolio.
Portfolio optimization
In order to surpass indexes.
Investment performance
Depending on asset allocation and market volatility.
Francis Gingras Roy
CIM®
Senior INVESTMENT ADVISOR,
Manulife Wealth Inc.
Since his early days in the industry, Francis Gingras Roy has stood out remarkably year after year and has earned several honourable mentions, including participation in the Circle of Excellence and the President's Circle of Manulife Wealth Inc.. Indeed, thanks to his vision and work ethic, he ranks among the best in the country.
His mission is to help as many Canadians as possible to reach and surpass their financial goals. He specializes in asset management for
individuals with significant wealth, management companies and family trusts. Among his clients, we find both active and retired professionals.
SUCCESS
HIGHLIGHTED THROUGH SEVERAL PRESTIGIOUS AWARDS