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A Commitment of Excellence

An integrated approach

In creating your personalized plan, we should consider factors including investment goals, tax exposure, estate options and legal considerations. That is why we put out a premium on collaboration. 

Georges Achkar CFP®, CIM®, FCSI®. Photo

Georges Achkar CFP®, CIM®, FCSI®.

Senior Investment Advisor

I am a Senior Investment Advisor with Manulife Securities Incorporated and Financial Security Advisor with Manulife Securities Insurance Inc. in Montreal, with over 12 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 was awarded for being within Manulife Securities’ circle of excellence top 25 advisors across Canada in 2012. 

Throughout the last decade, financial markets have evolved and the key success factors of client’s retirement plans have therefore changed. Today I provide customized financial solutions, including investments, estate planning, insurance services and private banking.

To ensure the quality of my client’s portfolio, my business plan incorporates equities, alternative investments and a wide range of wealth management strategies. I strongly believe in the effectiveness of giving my clients personalized service, honest advice, and easy access to their financial portfolio and updated market information. My clients include high net worth individuals, corporate executives, small business owners and retirees.

 

COURSES TAKEN WITH CSI

  • Canadian Securities Course
  • Conduct and Practices Handbook Course
  • Investment Management Techniques
  • Portfolio Management Techniques
  • Wealth Management Essentials
  • Professional Financial Planning Course
  • Certificate in Small Business Advisory