MODERN FINANCIAL ADVISORY
WITH TRADITIONAL WEALTH MANAGEMENT
Build wealth, plan for retirement and get actionable financial advice; but with custom portfolios, personalized plans, and continuous communication.
Rated 5/5 Stars on Google, Yelp, and Trust Analytica
The All-In-One Advisory
People who work with financial advisors have x3 higher net worth and x4 more investable assets than those who don't.
We make your investments work more efficiently for you and your future by optimize your account structure, and when possible, reduce fees and lessen your potential tax liability.
Quality investment management is about having an evolving plan to mitigate and manage risk, identify opportunities, and understand your potential future needs.
All of our clients have online access to their investments. They can view investments, income received, fees paid, and the performance of their accounts at Manulife Securities Incorporated.
We curate, monitor and adjust your investments based on changing conditions and goals. The strategy is executed by professionals who are experts in investment management.
Replace your bank financial advisor with our uniquely tailored advisory services.
Some people may decide to change advisors simply because they have outgrown the capabilities of their existing advisor and prefer someone with better expertise.
THE BANK'S ADVISOR
Convenient advisory but limited.
...but what are you really paying for?
• Can help you better understand your financial goals and save money.
• Use standardized computer questionnaires to make investment recommendations.
• Can get you deals on credit cards, credit lines, and bank accounts.
• Help with applications, paperwork, and other administrative tasks.
THE TYPICAL INVESTOR
Do it yourself.
Free, but costly.
...and learn from making mistakes.
• Spend hours trying to filter through research.
• Try buying 'hot' tips that your family and friends suggest.
• Need to set aside time manage your life savings.
OUR FINANCIAL ADVISORY
The Complete Package
You get what you pay for.
• Active review of your current circumstances to learn and identify what to accomplish.
• Develop an actionable and evolving solution that's personalized to your objectives.
• Continuously looking to minimize tax implications of investments and optimize after-tax investment returns.
• Analyze and upgrade existing portfolio composition, risk assessment, and restructure based on a dedicated investment methods.
• Leveraging constant flow of economic and stock based research to create actionable advice.
• Recurring communication with market memos and quarterly reviews to keep you updated.
• Unparalleled Access to investment solutions around the world, not limited to bank products.
• Includes constant access with unlimited consultative time with a dedicated, always-available, financial advisor.
Gianluca's Investor Update
A glimpse into a letter from your Manulife Securities Financial Advisor Gianluca Folino. Keeping you updated on all things finance, markets, and economics.
A snippet from the Q4 2022 Quarterly Review
While the world heads into an economic slowdown and institutions pile into the US dollar as a safe haven asset, this constant flow of demand adds to US dollar’s strength. Combine that with the Federal Reserve raising rates and it gives the US dollar the power to now maintain its relative strength against other currencies, which has been putting pressure on other central banks to raise rates too, otherwise, they risk a currency collapse/devaluation versus the US dollar. As a result of this global interest rate raising battle, you’ll find over 80% of global central banks now raising their rates into a recession; all in hopes of softening inflation and maintaining their relative value. However, while inflation gets less bad, keep in mind this is the first time since the 70s that the world as a whole is facing higher inflation. So even if rates don’t go higher, as long as they remain elevated, they can potentially worsen the global growth slowdown and take us from an inflation recession to a profit recession.
Written by Gianluca Folino, CIM
Financial Advisor, Manulife Securities Incorporated
Life Insurance Advisor, Manulife Securities Insurance Inc.
Where we create value for you.
We're not just an investment advisory. We carry out industry leading research and global economic insights that give us our unique edge.
With our low minimums, no fixed rate annual fees, and free ongoing client advisory, more of your money stays where it belongs: in your pocket.
With a Manulife Securities advisor, your plan and our strategies are crafted for you. Where your life's goals are our prime focus.
Free Consultation with a Financial Advisor
Finding a great financial advisor is important. Get to know who we are and how we can help you.
Book a time to visit our office at Manulife Securities in Mississauga or schedule in a phone call. The consultation is completely free.
Meet a financial advisor
Get to know Gianluca, your Manulife Securities Financial & Investment Advisor, and what he can do for you.
Ask the right questions, and gather a stronger understanding of how financial advising can help you achieve your goals.
Identify what your financial objectives are.
Ask us questions, lots of them. The more you have, the more we can help.
Establish the next steps.