50 Best Wealth Management Companies in British Columbia

Mobius Planning is a top 10 financial advisor and wealth management company. Client reviews clarify that Bily has considerable experience providing financial planning services to Canadians aged 55 and older. Comments detail that Bily is accessible, attentive, and able to explain complicated financial and retirement issues in simple, clear ways. Mobilus has satisfied customers wh more...

Mobius Planning is a top 10 financial advisor and wealth management company. Client reviews clarify that Bily has considerable experience providing financial planning services to Canadians aged 55 and older. Comments detail that Bily is accessible, attentive, and able to explain complicated financial and retirement issues in simple, clear ways. Mobilus has satisfied customers who have had personalized, deliberate conversations that have simplified their financial lives and demystified retirement planning. For Bily’s experience and thoughtfulness, wealth is prioritized over income. Clients recommend the personalized planning process, the commitment to tax-efficient strategies, and the deep understanding of various retirement options.

Novella Wealth is committed to getting the client's best results possible. The firm has been around for nearly 10 years and serves multiple Canadian provinces. In today's turbulent market, Novella Wealth has established itself as one of the top Vancouver integrated wealth management and financial services providers. The firm’s communication and trust ensure long-term relationshi more...

Novella Wealth is committed to getting the client's best results possible. The firm has been around for nearly 10 years and serves multiple Canadian provinces. In today's turbulent market, Novella Wealth has established itself as one of the top Vancouver integrated wealth management and financial services providers. The firm’s communication and trust ensure long-term relationships with clients. This commitment is evidenced by the many 5-star ratings and personal recommendations. Kinson and his team tailor wealth management, retirement planning, and tax-saving solutions to the individual needs of clients. Kinson’s deep financial expertise, client-first approach, and dedication to laying a firm foundation for the family's financial future help to build further confidence and make the company one of the top ten wealth management and financial advisory firms in Vancouver.

Sunny Kalsi is ranked in the top ten as a highly regarded mortgage broker and wealth management advisor due to his exceptional customer service. Sunny's insightful, customized, and ethical care ensures his clients' needs are being properly attended to. Clients regularly cite his in-depth knowledge, transparent communication, and responsiveness, even available 24/7 to make sure c more...

Sunny Kalsi is ranked in the top ten as a highly regarded mortgage broker and wealth management advisor due to his exceptional customer service. Sunny's insightful, customized, and ethical care ensures his clients' needs are being properly attended to. Clients regularly cite his in-depth knowledge, transparent communication, and responsiveness, even available 24/7 to make sure clients stay on pace with their financial decisions, especially when life gets tough. Many also find him trustworthy, committed to serving clients, and more to exceed client expectations. It's his business that emerges victorious when dealing with a financial challenge. His combined anxiety management with sound advice build his reputation as a competent agent. Many clients support their findings and augment Sunny's story by noting that he is real, dedicated, and truly has the clients' best interests at heart.

4 Pillars Consulting Debt Relief Specialist is ranked in the top ten list because they exemplify exceptional client satisfaction and outstanding service delivery in debt relief. They routinely offer up to 80% debt reduction and provide customized, debtor-only solutions. The organization’s claims that they are available nationwide, locally owned, and offer a great customer experi more...

4 Pillars Consulting Debt Relief Specialist is ranked in the top ten list because they exemplify exceptional client satisfaction and outstanding service delivery in debt relief. They routinely offer up to 80% debt reduction and provide customized, debtor-only solutions. The organization’s claims that they are available nationwide, locally owned, and offer a great customer experience complement their claims. Client testimonials routinely praise the organization’s committed, experienced, and supportive help from advisors, such as Ali and Gurinder, assisting people through the company. 4 Pillars is a well-known organization because they handle debt relief issues and communicate with clients clearly. They also have strategies that guarantee financial improvement.

RGF Integrated Wealth Management is a top-rated financial advisor because of its wealth management strategy and excellent customer service. The company’s unique service strategy and tailored financial solutions also separate it from its competitors. The company's approach is to learn everything about the clients, including their financial goals and personal circumstances. That w more...

RGF Integrated Wealth Management is a top-rated financial advisor because of its wealth management strategy and excellent customer service. The company’s unique service strategy and tailored financial solutions also separate it from its competitors. The company's approach is to learn everything about the clients, including their financial goals and personal circumstances. That way, the firm can develop custom financial plans that assist in achieving their goals. Customer reviews consistently show that clients trust the firm's advisors, especially Bryn Hamilton and Tara Ennevor, for their professional and personal approach to delivering comprehensive financial advice and updates.

Arts Of Finance Services Inc. is among the top ten because of its exceptional client-centric approach, extensive experience, and Sandeep Jawandha's unrivaled expertise. The agency has delivered more than ten years of financial planning and investment advice. It also has built a reputation for strategic advice, ethical practices, and personal relationships with its customers. Jaw more...

Arts Of Finance Services Inc. is among the top ten because of its exceptional client-centric approach, extensive experience, and Sandeep Jawandha's unrivaled expertise. The agency has delivered more than ten years of financial planning and investment advice. It also has built a reputation for strategic advice, ethical practices, and personal relationships with its customers. Jawandha's clients praise her in-depth information and commitment to finding the best product for their requirements, even if it means they have to pay for it. Her kindness and her ability to build carefully. The company consistently shines in high-touch customer care situations and superior industry knowledge, quickly solidifying its position in the market.

Royale British Columbia Financial Inc. is ranked as a top 10 financial advisory company in the Bay Area by helpful content, stellar online reviews, and a wealth of experience. The 30+ years of expertise are represented by Frank Akhavan, who regularly receives accolades for providing top-notch personalized financial advice, making technical topics understandable, and creating det more...

Royale British Columbia Financial Inc. is ranked as a top 10 financial advisory company in the Bay Area by helpful content, stellar online reviews, and a wealth of experience. The 30+ years of expertise are represented by Frank Akhavan, who regularly receives accolades for providing top-notch personalized financial advice, making technical topics understandable, and creating detailed planning solutions. Many reviews laud the company's superior client relations, speed, and frankness when it comes to insurance and investing recommendations. Every client's experience shows that Royale BC Financial is the best decision for all your financial needs.

Monic Financial Group is listed among the top ten financial institutions because of its exceptional client service, customized investment strategies, and knowledgeable team. Starting from 2015, Monic Financial has helped the clients to engage in and manage wealth management through individual sessions, webinars and tax talks where they provide detailed information in personalize more...

Monic Financial Group is listed among the top ten financial institutions because of its exceptional client service, customized investment strategies, and knowledgeable team. Starting from 2015, Monic Financial has helped the clients to engage in and manage wealth management through individual sessions, webinars and tax talks where they provide detailed information in personalized attention. The clients trust Charlene, Kenny, Richard and others, and trust their efficient wealth management, fast response and clarify whether it is about a portfolio allocation or tax implication. There is no pressure on clients to invest and they are offered the best possible practices in wealth management, and encouraging the family members for a more sustainable financial future. The journey in wealth management is demystified making clients mentally strong to encounter more investing decisions. Their culture of transparency and helpfulness has made them to become a top financial company in Canada.

Sands & Associates - Licensed Insolvency Trustees is one of the top 10 debt relief companies. Sands & Associates provides personalized debt relief solutions tailored to each client’s specific needs. The company has a dedicated team of professionals, including debt advisors like Lilian Chung who use their expertise to guide clients through complex situations. The Sands & Associat more...

Sands & Associates - Licensed Insolvency Trustees is one of the top 10 debt relief companies. Sands & Associates provides personalized debt relief solutions tailored to each client’s specific needs. The company has a dedicated team of professionals, including debt advisors like Lilian Chung who use their expertise to guide clients through complex situations. The Sands & Associates team provides excellent customer service, provides non-judgmental counseling, and works hard to set clients on the path to recovery. Their commitment to accomplished professionals is reflected in the positive reviews, which consistently praise their compassionate, respectful approach and outstanding performance.

Crius Financial Services Corp earned a spot in the top ten ranks. The company has a broad range of services. This covers life and health insurance, long-term investments, and personalized financial planning. Since its inception in 2005, Crius has continuously raised the bar with its commitment to client satisfaction and customized services. Although the firm has faced some feedb more...

Crius Financial Services Corp earned a spot in the top ten ranks. The company has a broad range of services. This covers life and health insurance, long-term investments, and personalized financial planning. Since its inception in 2005, Crius has continuously raised the bar with its commitment to client satisfaction and customized services. Although the firm has faced some feedback challenges, many clients commend its dedicated and professional advisors like Liya and Diana, who provide expert support and personal attention over the years. The organization's professionalism and effectiveness in dealing with its clients' financial well-being have solidified its status as a top-tier entity in the financial services sector.

Sarabia Wealth Solutions Ltd. is in the top ten list because of its outstanding client professionalism, customization, and customer service. The company’s founder, Carlo Sarabia, has received huge praises for making it a point to use innovative financial strategies to help clients achieve their overall financial well-being, which extends beyond the initial sale. This article als more...

Sarabia Wealth Solutions Ltd. is in the top ten list because of its outstanding client professionalism, customization, and customer service. The company’s founder, Carlo Sarabia, has received huge praises for making it a point to use innovative financial strategies to help clients achieve their overall financial well-being, which extends beyond the initial sale. This article also notes that the company's clients have been around for almost two years and that they are still getting satisfactory services. The company qualifies for the top ten list by maintaining a professional approach, working for the customer’s best interests, and modeling strong results with good work. The personalized service and targeted focus according to client needs and objectives have made this company one of the most trusted financial consulting firms.

Gentai Capital Corporation regularly appears in the top ten lists of companies in Canada to work with. Several customers can attest that Gentai Capital Corporation has exceptional customer service, outstanding success, and professional assistance. Moreover, the company has developed steady investment returns and a reputation as a reliable investment partner for over 10 years. Se more...

Gentai Capital Corporation regularly appears in the top ten lists of companies in Canada to work with. Several customers can attest that Gentai Capital Corporation has exceptional customer service, outstanding success, and professional assistance. Moreover, the company has developed steady investment returns and a reputation as a reliable investment partner for over 10 years. Several customers are part of Gentai Capital Corporation and have invested in this BC-based firm that serves all of Canada and depending on the Globe and Mail, the company has placed top as a high-growth company for four consecutive years. Gentai Capital is the best in BC finance and beyond.

Investwell Wealth Management Inc. ranks in the top ten list largely owing to its commitment to impartial and personalised financial advisement. The firm has gathered accolades and a consistent professional service from Saad and other major advisors. As reported in the reviews, the company's customized solutions, meticulous listening, and long-term focus have constantly assisted more...

Investwell Wealth Management Inc. ranks in the top ten list largely owing to its commitment to impartial and personalised financial advisement. The firm has gathered accolades and a consistent professional service from Saad and other major advisors. As reported in the reviews, the company's customized solutions, meticulous listening, and long-term focus have constantly assisted clients reach their financial goals. Saad, appointees' sincere counsel, grasping of financial products, and commitment to ongoing support exceed expectations. This policy has made Investwell respected for its integrity, knowledge, and demonstration of its clients' best interests.

Ackerman Private Wealth ranks among the top ten financial advisors in North America. Grant Ackerman and his team at Ackerman Private Wealth prioritize patient, thoughtful financial planning over gimmicks. The strategy is clearly defined and deeply personalized, aligning it carefully with clients’ values and visions. Many client testimonials praise the firm's professionalism, ser more...

Ackerman Private Wealth ranks among the top ten financial advisors in North America. Grant Ackerman and his team at Ackerman Private Wealth prioritize patient, thoughtful financial planning over gimmicks. The strategy is clearly defined and deeply personalized, aligning it carefully with clients’ values and visions. Many client testimonials praise the firm's professionalism, service, and trustworthiness. Clients say Ackerman and his team deliver superior returns, communicate regularly, and act ethically and professionally. Ackerman’s extensive experience and dedication to building long-term relationships contribute to patient and substantial wealth creation.

Willow Wealth Management, the Raymond James Ltd. branch, consistently features in the top ten. Client feedback indicates exceptional flexibility in creating customized financial and wealth-management strategies. Clients appreciate the team's personalized approach, prioritizing open communication, diligence, and client timings, while expressing admiration for individuals like Kir more...

Willow Wealth Management, the Raymond James Ltd. branch, consistently features in the top ten. Client feedback indicates exceptional flexibility in creating customized financial and wealth-management strategies. Clients appreciate the team's personalized approach, prioritizing open communication, diligence, and client timings, while expressing admiration for individuals like Kirsty Kinnin. The reviews commend the transformation of client portfolios, the constant improvement of compositions, and the exceptional satisfaction from the bespoke approach, which emphasizes the importance of intrinsic relationships. The ratings demonstrate the successful combined efforts of Kirsty and Jill Campbell in handling complicated issues and maintaining trust, satisfaction, and clarity in all conversations.

Cooper Financial Group is one of the top ten companies in the country due to its honesty and individualized service. For more than thirty years, the corporation has actively supported clients' financial aspirations. Integrating client stories with financial knowledge and care is an important quality. The firm constantly exceeds expectations by valuing its client's stories and gi more...

Cooper Financial Group is one of the top ten companies in the country due to its honesty and individualized service. For more than thirty years, the corporation has actively supported clients' financial aspirations. Integrating client stories with financial knowledge and care is an important quality. The firm constantly exceeds expectations by valuing its client's stories and giving customized financial strategies, Richard Silver stands out as a financial advisor, clients laud for his full, dedicated approach and meticulous attention to detail, even in the face of the complexity. Small, family-owned, and local companies like Cooper Financial Group give essential respect for building lasting partnerships.

WealthSmart Incorporated is one of the top 10 firms in the financial sector, with an A+ rating from the Better Business Bureau. The firm features a structured process called the Financial Confidence Builder, which is described as a personalized approach to investing and financial planning. Those who have written client testimonials describe the professionalism, integrity, and ca more...

WealthSmart Incorporated is one of the top 10 firms in the financial sector, with an A+ rating from the Better Business Bureau. The firm features a structured process called the Financial Confidence Builder, which is described as a personalized approach to investing and financial planning. Those who have written client testimonials describe the professionalism, integrity, and caring attitude of Richard Vetter, Zinha, and other WealthSmart advisers. WealthSmart’s continuing education, proactive management, and educational guidance throughout the investment process help clients avoid common emotional mistakes when investing. The level of customization WealthSmart provides has helped clients achieve their financial goals for nearly 30 years.

LT Wealth Partners Raymond James Ltd. is a top financial advisor to individuals and small groups in Canada and the U.S. because it serves as a personal CFO for clients, providing financial planning and portfolio management. Terry and his team build investments with a long-term focus and accommodate the varying needs of clients. Moreover, clients lauded their financial acumen, wi more...

LT Wealth Partners Raymond James Ltd. is a top financial advisor to individuals and small groups in Canada and the U.S. because it serves as a personal CFO for clients, providing financial planning and portfolio management. Terry and his team build investments with a long-term focus and accommodate the varying needs of clients. Moreover, clients lauded their financial acumen, with some specifically highlighting how Terry made complex concepts comprehensible and sought to suggest strategies tailored to their unique investment needs. Moreover, clients praised the team for their communication and responsiveness when clients have questions. Consequently, LT Wealth Partners is a top financial advisor on investorfeedback.com.

Danielson Group Wealth Management is recognized in the top 10 for its personalized, high-quality financial management for affluent individuals. Many positive customer reviews highlight the Daniels Group's client-first philosophy and capacity for understanding each person's unique financial situation. Clients admire the firm for its attentive and all-encompassing approach, with a more...

Danielson Group Wealth Management is recognized in the top 10 for its personalized, high-quality financial management for affluent individuals. Many positive customer reviews highlight the Daniels Group's client-first philosophy and capacity for understanding each person's unique financial situation. Clients admire the firm for its attentive and all-encompassing approach, with a focus on their immediate and future needs. Frank and David Woo consistently deliver top-quality advice and guidance. The Daniels Group's personalized service, proactive advice, and dedication to the financial health of their clients help them bear success in wealth management.

New Life Management Services Inc. is listed in the top 10 list. The company's tailor-made management services meet the unique needs and aspirations of housing cooperatives. The business focuses on transparency and correctness and has received an A+ rating from the Better Business Bureau. Positive reviews commend New Life Management Services Inc. knowledgeable and caring employee more...

New Life Management Services Inc. is listed in the top 10 list. The company's tailor-made management services meet the unique needs and aspirations of housing cooperatives. The business focuses on transparency and correctness and has received an A+ rating from the Better Business Bureau. Positive reviews commend New Life Management Services Inc. knowledgeable and caring employees who communicate effectively and respond to challenges as a team usually create a supportive environment for cooperative management. The company has also had many successes, including boosting apartment kitchens and bathrooms and bettering many cooperatives.

Connect Wealth is one of the leading 10 professional service firms due to its client-oriented service, professional, financial commitment and tailored strategies. Homes such as Vince and Mike Erickson, who were many times mentioned, helped clients navigate complex financial situations, establishing lasting relationships and trusting the approval of their personal or family advic more...

Connect Wealth is one of the leading 10 professional service firms due to its client-oriented service, professional, financial commitment and tailored strategies. Homes such as Vince and Mike Erickson, who were many times mentioned, helped clients navigate complex financial situations, establishing lasting relationships and trusting the approval of their personal or family advice. The company is an expert in creating long-term strategies and the clients define them as friendly, insightful and supportive. As a result of their company's approach and dedication to your product, Connect Wealth obtains a high reputation.

Chris Stooksbury - Raymond James Ltd. is in the top 10 investment advisor rankings. His extensive experience—specifically in wealth management for individuals with cross-border investments—allows him to offer tailored, comprehensive solutions that save clients future taxes. Clients routinely praise his expertise, which helps you understand complex tax matters and devise solution more...

Chris Stooksbury - Raymond James Ltd. is in the top 10 investment advisor rankings. His extensive experience—specifically in wealth management for individuals with cross-border investments—allows him to offer tailored, comprehensive solutions that save clients future taxes. Clients routinely praise his expertise, which helps you understand complex tax matters and devise solutions to avoid cross-border complications. His customer-first attitude shows in his patient, informed, and professional manner, particularly with people who are new to Canada. A lot of people think he offers great financial advice, and his kindness and respect make him better than most.

David Eng, CFP, is recognized in the top ten list due to his deep understanding of financial planning, particularly for professionals, business owners, and retired individuals. Commended for his personalized approach, outstanding listening skills, and proactive strategies, David's clients experience comprehensive and exceptional guidance when navigating complicated financial dec more...

David Eng, CFP, is recognized in the top ten list due to his deep understanding of financial planning, particularly for professionals, business owners, and retired individuals. Commended for his personalized approach, outstanding listening skills, and proactive strategies, David's clients experience comprehensive and exceptional guidance when navigating complicated financial decisions. He has an impressive spectrum of services, from tax strategy to estate planning, leading to a relationship built on trust and results. David is praised for consistently exceeding expectations, successfully creating bespoke plans, supporting clients through pivotal lifecycles, and being available and attentive when needed. David Eng is a reliable guide and results-oriented professional.

Edward Jones Financial Advisor Jaewan Cho, CIM, is in the top ten for being a leading investment professional in Canada. With over a decade of financial advisory experience, Jaewan builds strong relationships with his clients, offering personalized and specialized advice, and is often praised for his dependability, accountability, and investment acumen in the ever-changing finan more...

Edward Jones Financial Advisor Jaewan Cho, CIM, is in the top ten for being a leading investment professional in Canada. With over a decade of financial advisory experience, Jaewan builds strong relationships with his clients, offering personalized and specialized advice, and is often praised for his dependability, accountability, and investment acumen in the ever-changing financial landscape. He is also known to provide his clients with regular updates on their investments to reassure them they are in capable hands. Many veterans of the Canadian Armed Forces trust Jaewan with complex pension issues, which shows he has expertise with complicated cases. Furthermore, many of his clients have reported high returns due to Jaewan's investment decisions, and thus, this put him among the highest-rated refined financial advisors in Vancouver and Toronto.

Clement Chung, CFP, CLU, is a top 10 advisor, thanks to his extensive expertise, personalized care, and outstanding client satisfaction. His extensive understanding of finance and his approach to complex financial challenges educate and empower clients. Clement's fairness in fees, thorough analysis, and ability to explain difficult topics in plain language are particularly notew more...

Clement Chung, CFP, CLU, is a top 10 advisor, thanks to his extensive expertise, personalized care, and outstanding client satisfaction. His extensive understanding of finance and his approach to complex financial challenges educate and empower clients. Clement's fairness in fees, thorough analysis, and ability to explain difficult topics in plain language are particularly noteworthy. Clement effectively communicates to the client to fulfill their asset allocation and long-term objectives. He also displays a heartfelt dedication to each client. The results have irrefutably been advantageous, earning Cromwell the highest marks in assessment.

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually impro more...

Nicola Wealth, a Wealth Management company that offers full services to clients across Canada has four locations. We offer more than just financial planning. Our wealth management services help professionals, business owners and others with high net worth achieve their financial goals. We have built Wealth Preservation and Wealth Management businesses that are continually improving to give you the best possible choice and people who care about your success. Our goal is to create lasting relationships with our clients and provide superior service. Financial professionals are able to provide independent advice and always put the client's interests first. With more than $8B in assets under management, and 85 Investment Advisors as well as Portfolio Managers, we are a rapidly growing company. Our offices are located in Toronto, Oakville, and Ottawa as well as Calgary, Montreal, and Calgary. Vancouver, Victoria, London, Edmonton, Vancouver, and Victoria.

The company Ocean Wealth has consistently ranked among the world's top ten wealth management firms. The company is recognized for its holistic and individualized approach to serving clients and meeting clients' unique wealth management needs through bespoke financial plans and strategies. Ian Clark, a senior financial advisor, has over 30 years of expertise. In addition, Ian pro more...

The company Ocean Wealth has consistently ranked among the world's top ten wealth management firms. The company is recognized for its holistic and individualized approach to serving clients and meeting clients' unique wealth management needs through bespoke financial plans and strategies. Ian Clark, a senior financial advisor, has over 30 years of expertise. In addition, Ian provides clients with tailored advice and decisions to manage their portfolios and investments. This type of service, which considers your own needs and concerns, creates a long-lasting and trusted connection between Ian and the client. Moreover, clients commend Ian for his knowledge, sincerity, and the time he dedicates to your financial well-being. Ian's approach is both individualized and competent, frequently surpassing client expectations. This dedication to quality and customized service for clients with high net worth allows Ocean Wealth to earn a spot in the top ten wealth management firms in the world.

Pacifica Partners Inc. | Capital Management is in the top ten list. The wealth management firm is known for its custom solutions for high-net-worth individuals and robust independent approach. The firm’s priority is client goals, which it achieves by matching them with investment experts who offer unbiased advice. The firm’s focus on client alignment, independent services, and n more...

Pacifica Partners Inc. | Capital Management is in the top ten list. The wealth management firm is known for its custom solutions for high-net-worth individuals and robust independent approach. The firm’s priority is client goals, which it achieves by matching them with investment experts who offer unbiased advice. The firm’s focus on client alignment, independent services, and no-nonsense cost structure offers a marketplace advantage. However, client reviews provide mixed feelings on the client’s experience. Negative feedback includes cashout delays and poor follow-up response, while positive feedback highlights the expertise, integrity, and professional service offered. The contrasting opinions point to a need for excellent communication and services as essential for the firm’s repute.

In the top ten tier list, IG Wealth Management stands out because of its dedication to comprehensive financial planning and supportive culture. Their client-centric approach provides various services, such as tax strategies, mortgages, and estate planning, addressing diverse financial needs. Employees commend IG Wealth's extensive training, customizable work schedules, and recog more...

In the top ten tier list, IG Wealth Management stands out because of its dedication to comprehensive financial planning and supportive culture. Their client-centric approach provides various services, such as tax strategies, mortgages, and estate planning, addressing diverse financial needs. Employees commend IG Wealth's extensive training, customizable work schedules, and recognition-laden culture. Their contributions to employees' professional growth and pleasure in helping clients make it a top financial services provider. Client evaluations highlight IG Wealth's impactful financial guidance, ensuring their success and security.

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and pro more...

Stratego Financial / Manulife Securities Incorporated offers professional financial services to Retirees and Pre-Retirees as well as Business Owners. Our clients are located in Vancouver, Victoria, Nanaimo, and Vancouver Island. Our sole purpose is not to compete with other Vancouver financial planning or financial service firms. We create strategies to increase wealth and protect clients' wealth. Stratego Financial / Manulife Securities Incorporated does what it does because they care about its clients. We want to have a positive effect on the lives of people and would love to think that our existence is meaningful.