Associate Portfolio Manager, Financial Advisor - Manulife Wealth Inc.
Life Insurance Advisor - Manulife Wealth Insurance Services Inc.
Since joining the financial services industry in 1998, Marc’s commitment to his clients has driven him to develop an expertise in managing the wealth management issues for successful family businesses, professionals, executives and trusts. With his background as a Professional Engineer, Marc has also attained his Canadian Investment Manager (CIM) Designation.
Marc is a past Chairman for Big Brothers of Burlington & Hamilton Wentworth, and was the founding Co-Chair of the Halton Poverty Roundtable in 2010. The Roundtable continues to successfully engage community members, leaders from the business and non-profit sectors, from government, education, faith communities and those living in poverty to collaboratively leverage the Region’s resources to begin to eliminate poverty in Halton through collective impact.
Financial Advisor - Manulife Wealth Inc.
Independent Life Insurance Agent
BobbieJoe brings to our team a wealth of knowledge in compliance and risk management from 10 years’ experience as an Auditor. BobbieJoe has a background in finance and accounting and worked for 15 years in the gaming industry before moving to the financial services industry in 2017. BobbieJoe is an Associate Financial Advisor with a strong focus on our teams administration and Life Insurance, her industry knowledge and broad range of skill sets allow her to make significant contributions to our team.
BobbieJoe enjoys researching, public speaking and is a former Brant Toastmasters member.
Marketing Assistant - Manulife Wealth Inc.
Matthew is completing his BCom Degree at McMaster University in the DeGroote School of Business and has been focusing on the financial services industry throughout his schooling, taking specialized courses and a finance focus. Matthew has completed his CSC course and is pursuing becoming a licensed advisor as the next step in his wealth management advancement.
Administrative Assistant - Manulife Wealth Inc.
John Thomas (J.T.) brings to our team his extensive knowledge in client service from his 6 years working for Costco Canada. As our Administrative Assistant, J.T.’s client first approach, positive attitude and enthusiasm for always learning, has given him the skills that make him to be a key part of our team. New to the financial services industry, he is excited to join the industry, and ensure clients receive an exceptional experience.
Insurance and Estate Planning Specialist - Manulife Wealth Insurance Services Inc.
As an insurance and estate planning specialist who holds his CFP and CLU designations, Vern brings together experience and knowledge in assisting clients from all walks of life to ensure a bright and secure future. Vern designs advanced life insurance solutions for tax smart retirement income, succession planning for small businesses and overall wealth maximization for clients by implementing tax mitigation strategies. Sharing insights gained through 31 years of experience working with clients is what enables Vern to deliver industry leading client solutions. Vern’s focus is on providing clients with customized, comprehensive insurance solutions that perfectly complement your holistic financial plan.