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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 Wealth Inc.
Financial Security Advisor, Manulife Wealth Insurance Services 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.

Learn more about Georges

 Georges Achkar's Team 


David Trepanier

Investment Advisor,
Manulife Wealth Inc.

Jean Francois Jolicoeur

Investment Advisor Assistant,
MANULIFE WEALTH INC

Melissa Chazan 

Administrative Assistant,
MANULIFE WEALTH INC

Isabelle Ngo

Administrative Assistant,
MANULIFE WEALTH INC

Mika Ravel

Investment Advisor Assistant,
MANULIFE WEALTH INC

Laura Ceparu

Financial Security advisor,
Manulife Wealth Insurance Services 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 Wealth Inc.
Financial Security Advisor, Manulife Wealth Insurance Services 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, the largest Manulife Wealth Inc. branch in Canada for the last 15 years, which as of October 10th 2024 manages over $9 billion dollars in assets under management.


DESIGNATIONS

 

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