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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®

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.

Learn more about Georges

 Georges Achkar's Team 


David Trepanier


Associate Advisor,
Manulife Securities Incorporated

Jean Francois Jolicoeur


Investment Advisor Assistant,
MANULIFE SECURITIES INCORPORATED

Melissa Chazan 


Administrative Assistant,
MANULIFE SECURITIES INCORPORATED

Isabelle Ngo


Administrative Assistant,
MANULIFE SECURITIES INCORPORATED

Mika Ravel


Administrative Assistant,
MANULIFE SECURITIES INCORPORATED

Laura Ceparu


Financial Security advisor,
Manulife Securities Insurance Inc.

Georges Achkar, 1sm1CFP®, CIM®, FCSI®1sme1 Photo
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Georges Achkar, 1sm1CFP®, CIM®, FCSI®1sme1

Georges Achkar, CFP®, CIM®, FCSI®

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 managing-partner of Diligence Wealth Management which as of January 15th 2024 manages over $7 billion dollars in assets under management.


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