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Service | Sub Service | Average Price Range (USD) |
---|---|---|
Investment Advisory | Portfolio Construction |
$100 - $300
Call to Book
|
Cash Flow Management |
$150 - $250
Call to Book
|
|
Investment Strategy Development |
$200 - $400
Call to Book
|
|
Financial Planning | Retirement Savings Plan |
$100 - $250
Call to Book
|
Goal Setting Consultation |
$50 - $150
Call to Book
|
|
Investment Education Session |
$75 - $100
Call to Book
|
|
Cash Management | Budget Planning |
$100 - $200
Call to Book
|
Expense Tracking Setup |
$50 - $100
Call to Book
|
|
Savings Strategy Development |
$75 - $150
Call to Book
|
|
Investment Monitoring | Performance Review |
$50 - $150
Call to Book
|
Market Analysis Reports |
$100 - $200
Call to Book
|
|
Risk Assessment |
$75 - $125
Call to Book
|
Manulife Securities | Gianluca Folino Grow your savings and secure your retirement. Gianluca at Manulife Securities Incorporated can transfer or set up any RRSP, TFSA investing account, savings investing account, In-Trust corporate account, and other investing accounts. Our advisory lets you select which investment product, fund, or securities you want. We can use any product, not just our home products. We are free to invest your funds wherever you choose, without any bias toward Manulife Securities. Every customer gets a customized proposal. We take the time to understand you, your requirements, your preferences, your actual situation, future expectations, and then build a plan that enables you to adjust your investments to your way of life and financial needs.
 
Gianluca's clients highly recommend his financial advising abilities. He makes financial topics simple and is generous in giving his time to answer questions. His integrity ensures that his clients feel secure and fully informed in their financial decisions. He takes the time to educate and involve all his clients in creating a clear, realistic plan to help them reach their goals. Although many of his clients come to him without a strong understanding of investing, they benefit from Gianluca's ability to simplify the process., He is a strong partner with excellent investment skills that ensure the best use of his clients' resources while maximizing returns. Most notably, Gianluca's clients emphasize their improved financial knowledge, ability to set and save toward goals, and growing portfolio under his advisement. His ability to cultivate relationships and a commitment to his clients explored Gianluca is willing and able to keep the trust of his clients year over year.
 
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