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Submission: On January 16 via manual from US — Scanned from CA
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Skip to main content Home Search Clients Advisors EN LANGUAGE * English (English) * French (Français) Sign in Search Toggle menu * Home * Our firms * Our firms * Manulife Wealth Inc. * Manulife Wealth Insurance Services Inc. * Our partners * Corporate offices * Resources * Resources * Tax receipts and slips * Resources - Clients of Mutual fund advisors * Viewpoints * Find an advisor * Careers Expand Careers submenu * Value of advice * Value of advice * Investing in your future * Retirement planning * Business planning * Contact us * Clients * Advisors * English * French (Français) SIGN IN MANULIFE ONLINE ACCESS Sign in to manulife online access -------------------------------------------------------------------------------- CLIENT ACCESS Sign in to client access WATERLOO, ONTARIO WE'RE HERE TO HELP YOU Understanding you and your goals is what we do. Our advisors are ready to work together with you no matter how simple or how complex your needs. THE VALUE OF ADVICE We believe life is better when you have the advice and guidance you need to make the important decisions that come with life. Work with one of our professional advisors to help you make the right decisions for you and your future. OUR ADVISORS CAN HELP YOU WITH: * FINANCIAL PLANNING Comprehensive planning, retirement planning, education planning and more * INVESTMENT ADVICE AND MANAGEMENT Strategy, product, solutions and monitoring * PERSONAL AND BUSINESS PROTECTION AND RISK MANAGEMENT Life insurannce, disability insurance, critical illness insurance, tax and estate planning * GROUP BENEFITS Employee benefits and group retirement plans * BANKING By referring you to Manulife Bank of Canada for personal and business banking, mortgages, lines of credit GET STARTED You work hard, let us help you. Reach out to one of our advisors to schedule an appointment today. JOIN US If you’re interested in joining Manulife Wealth, please connect with one of our regional contacts for more information. Learn more ADVISOR DIRECTORY ANDY MIKOLAICZYK, CIM FCSI Financial Advisor – Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc. Show more Show less Andy has provided quality investment advice to his clients for over 30 years. * Services: Complete range of investment products & services * Email: a.mikolaiczyk@manulifesecurities.ca * Phone: 519-579-9246 x 264122 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- DAN DAIGLE Financial Advisor – Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc. Show more Show less Dan provides his clients with the highest level of service to suit their individual investment needs. Dan works with business owners, professionals, and families to bring their financial goals to life. He dedicates his time and attention towards getting to know his clients and genuinely cares about providing the best service possible. He seeks to build long-lasting relationships with his clients and their families. As a client, you will be sure to receive current and dependable financial advice that aligns with your investment goals. Your interests are the priority as Dan actively pursues sound and responsible investment selection. * Services: Investment and retirement planning, estate planning, insurance, high-net-worth financial strategies, and tax efficient investing. * Email: dan.daigle@manulifesecurities.ca * Phone: 519-579-9246 X 264143 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- DONNA ROSE Financial Advisor – Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc. Show more Show less Donna’s commitment to helping her clients realize their financial dreams is unwavering. Whether her clients’ goals are to save for a new home, their retirement or simply manage their finances wisely, Donna has the experience and resources to meet their needs. * Services: Financial, retirement, estate and tax planning, existing portfolio analysis, life insurance analysis, banking and mortgages (Upon Referral). * Email: donna.rose@manulifesecurities.ca * Phone: 519-578-6760 x 264111 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 -------------------------------------------------------------------------------- KEVIN REID, CFP® EPC Senior Financial Advisor - Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc. Show more Show less Kevin started his business in 1995, providing insurance, investment and tax solutions to individuals, families, small business owners and corporations. Kevin is passionate about providing his clients with clear, unbiased, quality advice. Kevin develops solid financial plans and implements strategies to help his clients with their retirement goals. * Services: Life insurance, retirement planning, tax and estate management, education savings, and flexible employee benefit plans. * Website: integratisgroup.ca * Email: kevin.reid@manulifesecurities.ca * Phone: 519-579-9246 x 264124 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- MIKE ROBERTS, CIM Financial Advisor – Manulife Wealth Inc. Life Insurance Advisor – Manulife Wealth Insurance Services Inc. Show more Show less Mike works with a diverse client base which commands a high level of service and shares a common goal of portfolio growth by way of sound, responsible investment selection. He works to first understand each client’s individual circumstances and identify their personal financial goals. Through the appropriate level of strategizing, suitable wealth management solutions are incorporated into client portfolios with an eye towards reduced volatility and steady investment cash flow. Putting the client’s financial well-being first is always the primary consideration for Mike when providing recommendations of any sort. His integrity and openness are evident as he strives for excellence in all areas of his practice. He is continually seeking to build professional, long-lasting relationships with his clients and their families. As a client, you are sure to receive informed and dependable financial advice which consistently aligns with your pre-stated objectives. You can remain confident your interests are the dominant consideration, and that unwavering dedication will be applied to helping you with your investment goals. * Services: Investment and retirement planning, high net- worth advisory, derivatives and options licensed, estate and succession planning, Life and critical illness insurance, RESP’s, banking and mortgages (Upon Referral). * Email: mike.roberts@Manulifesecurities.ca * Phone: 519-579-9246 x 264113 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- NADINE KOPPESER, CFP® FCSI EPC Investment Advisor – Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc. Show more Show less Nadine has been involved in the banking and finance industry for over 32 years. She has held positions at TD Canada Trust, Prudential Assurance, MD Management, The Berkshire Group and been an investment advisor with Manulife Wealth for the past 15 years. In addition, Nadine has held her insurance license since 2004. Nadine's business operates under the trade name of Koppeser Wealth Counsel. As a Certified Financial Planning professional and an EPC (Elder Planning Counsellor), Nadine takes great pride in forming solid relationships with her clients, making every effort to truly understand the personal financial needs, goals and objectives of every client. Nadine ensures her clients’ interests are foremost and she has experience with providing services to several generations of one family—assisting, guiding and advising them on the many topics that encompass a complete financial plan. A large portion of Nadine’s business involves working with high-net-worth families and business owners. * Services: Estate and succession planning, high-net- worth advisory, insurance/risk planning, financial planning, investment planning, retirement planning, education planning, banking and mortgages (Upon Referral), Group RRSP’s and Group Health and Dental Solutions. * Website: koppeserwealth.com * Email: nadine.koppeser@manulifesecurities.ca * Phone: 519-579-9246 x 264121 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- PAUL MCSORLEY, CFP© Financial Advisor – Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc. Show more Show less Paul is a veteran advisor who started his career in 1982, shortly after graduating from Wilfrid Laurier University. Since then, he has been helping clients with retirement planning, insurance needs and tax and estate planning. Paul also obtained his Certified Financial Planner (CFP) designation in 1993. Paul’s most admired skill is his ability to take complex financial issues and break them down into understandable and tangible terms for his clients. Paul operates his family business with his wife, Fran and son, Tom. Together, they work to provide professional services that are specific to their clients’ unique needs. * Services: Retirement planning, insurance needs, tax and estate planning. * Email: paul.mcsorley@manulifesecurities.ca * Phone: 519-579-9246 x 264112 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- TOM MCSORLEY, CFA Financial Advisor – Manulife Wealth Inc. Show more Show less Tom is a graduate of Wilfrid Laurier’s Honours Bachelor of Business Administration program, class of 2008, with a specialization in finance. Tom has in-depth knowledge of investments, investment taxation, banking and lending. Tom’s pursuit of industry knowledge is evident in his credentials. He completed the Chartered Financial Analyst Program (CFA) while working full-time and was awarded the CFA charter in 2017. Tom is a member in good standing with the Toronto CFA Society and applies his skills when working with clients to build financial plans and investment objectives that are measurable, easy-to-understand and attainable. Prior to joining Manulife Wealth, Tom worked at CIBC Bank, where he gained knowledge and insight into banking, lending and the investment world. He was later offered a position as a specialist with CI Investments where he continued to grow his investment knowledge. After some time with CI Financial, Tom was offered a position with Sun Life Global Investments, where he continued to expand his investment knowledge under the Sun Life brand. * Services: High-net-worth financial strategies, investments, tax efficient investing, mortgages (Upon Referral) and debt structuring, and estate planning. * Email: tom.mcsorley@manulifesecurities.ca * Phone: 519-579-9246 x 264117 * Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1 IIROC ADVISOR REPORT Learn about Advisors regulated by CIRO: * Backgrounds * Education * Qualification -------------------------------------------------------------------------------- LEGAL Manulife Wealth is a Trade Name used by the related companies. Stocks, bonds and mutual fund products and services are offered through Manulife Wealth Inc. Mutual fund products and services are offered through Manulife Wealth Inc. Insurance products and services unless otherwise noted by your Advisor are offered through Manulife Wealth Insurance Services Inc. (in the province of BC operating as Manulife Wealth Insurance Services Inc.) Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services. Waterloo Office 1 Blue Springs Dr Waterloo, ON N2J 4M1 CLIENT RESOURCES Learn more * Manulife Canada * Site map * Legal and Disclaimers * Privacy policy * Accessibility -------------------------------------------------------------------------------- Copyright 1999-2024 The Manufacturers Life Insurance Company Quick links * Find an advisor * Unclaimed property * Contact us About us * For clients * For advisors Manage/Support * Trade-matching statement Transcript Transcript (PDF)