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.
Financial Advisor- Manulife Wealth Inc.
Matthew brings a steady, client-first approach built on experience working with individuals and families across the region. He takes the time to help clients clearly understand their financial picture and works closely with them to build personalized strategies that support their long-term goals. Matthew remains committed to continuous professional development, pursuing additional industry designations to deepen his expertise and deliver even greater value to clients.
Investment Assistant - Manulife Wealth Inc.
John Thomas (J.T.) is an integral part of our team, bringing years of hands-on experience supporting our clients and advisors as our Investment Assistant. His client-first approach, positive attitude, and dedication to continuous learning have made him a trusted resource for clients and a key part of how our team delivers 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.