Manulife Securities Investment

Our Passion for Financial Wellness

Manulife Wealth Inc. in Invermere, British Columbia, has proudly served investors for over two decades. Guided by a deep understanding of individual needs and aspirations, our team of experienced financial professionals provides comprehensive wealth management solutions to individuals, families, and businesses.

Our Expertise

We believe in a holistic approach to financial planning, encompassing every stage of your financial journey. Our diverse team of professionals offer expertise in:

• Investments: Portfolio construction, wealth management, estate planning, and retirement planning.
• Insurance: Protection against unexpected events, including life insurance, health insurance, and business insurance.
• Planning: Goal-setting, budgeting, and comprehensive financial strategies.

Client-Centric Approach

At Manulife Wealth Inc., we prioritize open communication and personalized attention. Our advisors take the time to understand your unique situation, goals, and aspirations before recommending tailored solutions. We believe in transparency and clear explanation, empowering you to make informed financial decisions.

Our Team

Our team comprises experienced and dedicated individuals with proven track records in their financial fields.

• Brendan Donahue: Senior Investment Advisor and Branch Manager with over 20 years of experience.
• Sara Worley: Investment Advisor with expertise in wealth management and estate planning.
• Holly Jones: Investment Associate providing administrative and client support.

Our Commitment

Our goal is to become your trusted financial partner, offering guidance and support throughout your financial journey. We are committed to:

• Providing personalized and tailored solutions
• Maintaining open and clear communication
• Delivering exceptional client service
• Staying abreast of the latest industry trends and regulations

Investing for Your Future

We believe in a diversified portfolio approach to investing, encompassing a wide range of asset classes to maximize potential returns while mitigating risk. We work with you to establish achievable investment goals and regularly review and adjust your portfolio to ensure it aligns with your evolving needs and circumstances.

Ready to take control of your financial future?

Contact us today and schedule a no-obligation consultation with one of our experienced advisors. We look forward to partnering with you on your path to financial success.