Advantages
Forward Thinking
Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.
Integrity & Professionalism
We maintain the highest ethical standards. This is always reflected in our advice and actions. We combine expertise and experience to give the personal and professional attention our clients deserve.
Modern Tools
We work together with our clients, providing them with easy-to-understand recommendations and helping to implement them every step of the way with current recommendations and advice.
Clear Vision & Direction
We specialize in providing wealth advisory and investment services and tax advice for clients seeking financial freedom and security.
Georges Achkar
CFP®, CIM®, FCSI®
Senior INVESTMENT ADVISOR,
MANULIFE WEALTH INC
I am a Senior Investment Advisor with Manulife Wealth Inc. and Financial Security Advisor with Manulife Wealth Insurance Services Inc. in Montreal, with over 19 years of experience in Private Wealth Management.
I graduated from University of Montreal and Hautes Études Commerciales (HEC) with a Bachelor in Economics and Finance. Managing investor’s wealth is a profound responsibility, thereof I have made a commitment of excellence to my clients and I remain committed to life-long learning. I obtained the CIM, FCSI, and CFP designations in order to provide my clients with informed financial advice and up-to-date knowledge while building long-term relationships.
I am managing-partner of Diligence Wealth Management which as of January 15th 2024 manages over $7 billion dollars in assets under management.
Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S., Asia and Europe, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.
Your Financial Resources
Life is busy enough. Let us help you meet your goals with easy-to-use financial tools, calculators, and resources.