MANULIFE WEALTH - Key Persons
Job Titles:
- ADMINISTRATIVE ASSISTANT - Manulife Wealth Inc.
Job Titles:
- Assistant Investment Representative - Manulife Wealth Inc.
Job Titles:
- Assistant Investment Representative - Manulife Wealth Inc.
With 33 years of experience in the industry, David Juniper works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. He has been the primary advisor for medical professionals, for the past 25 years, managing corporate portfolios as well as group retirement savings plans for their practices. David takes an enhanced approach by incorporating tax and estate planning to keep Client goals on target.
Job Titles:
- Assistant Investment Representative - Manulife Wealth Inc.
Job Titles:
- ASSISTANT INVESTMENT REPRESENTATIVE - Manulife Wealth Inc.
Jeff began his financial services career in 1998. He worked his way up in the industry and began running his own bank affiliated Investment Advisory business in 2004. He's worked with high net-worth clients across Southwestern Ontario to meet their financial goals by focusing on investment, insurance, tax and estate planning needs. His primary focus has always been relationships. Over his 25 years in business Jeff has been involved in growing local companies as well as national and provincial politics. He's a leader in his community and has sat on numerous Charitable Boards, taught public speaking, been a regular on local radio and coached youth sports. He is a proud dad to 16 year old Clare and 14 year old Andrew.
Job Titles:
- Assistant Investment Representative - Manulife Wealth Inc.
Kim works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. She takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.
Linda works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. She takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.
Job Titles:
- INVESTMENT ADVISOR
- Investment Advisor - Manulife Wealth Inc. Life Insurance Advisor - Manulife Wealth Insurance Services Inc
Maria works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. She takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.
Job Titles:
- Administrative Assistant - Manulife Wealth Inc.
Job Titles:
- Life Insurance ADVISOR
- Life Insurance Advisor - Manulife Wealth Insurance Services Inc
Sam began his career in the financial services industry with Investors Group in 2011 after graduating from the University of Western Ontario. His focus on comprehensive financial solutions has resulted in maintaining relationships with his original clients as he moved on to Investment Planning Council after succeeding a retiring advisor in 2013 and finally to Manulife Wealth Inc. in 2021. He currently focuses on tax, risk management and estate planning for his and the clients of our Advisor group. He goes home to a lovely wife and 2 children (ages 2 and 4) who create the glorious chaos he revels in.
Job Titles:
- INVESTMENT ADVISOR
- Investment Advisor - Manulife Wealth Inc.
Bill works with high net-worth clients to ensure portfolios are aligned to risk tolerance and investment objectives. He takes an enhanced approach by incorporating tax and estate planning to keep financial goals on target.