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.
A Commitment of Excellence
Georges Achkar, 1sm1CFP®, CIM®, FCSI®1sme1
Senior Investment Advisor, Manulife Securities Incorporated
Financial Security Advisor, Manulife Securities Insurance Inc
I am a Senior Investment Advisor with Manulife Securities Incorporated and Financial Security Advisor with Manulife Securities Insurance 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 partner-owner of Diligence Wealth Management, the largest Manulife Securities branch in Canada for the last 15 years, with over 5 billion dollars in assets under management.
DESIGNATIONS
- CIM: Chartered Investment Manager
- FCSI: Fellow of the Canadian Securities Institute
- CFP: Certified Financial Planner from the FPSC – Financial Planning Standards Council
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 Banking