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Understanding you and your goals is what we do. Our advisors are ready to work together with you no matter how simple or how complex your needs.
The value of advice
We believe life is better when you have the advice and guidance you need to make the important decisions that come with life. Work with one of our professional advisors to help you make the right decisions for you and your future.
Our advisors can help you with:
- Financial planning :
Comprehensive planning, retirement planning, education planning and more - Investment advice and management :
Strategy, product, solutions and monitoring - Personal and business protection and risk management :
Life insurannce, disability insurance, critical illness insurance, tax and estate planning - Group benefits :
Employee benefits and group retirement plans - Banking :
By referring you to Manulife Bank of Canada for personal and business banking, mortgages, lines of credit
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If you’re interested in joining Manulife Securities, please connect with one of our regional contacts for more information.
Advisor directory
CIM, FCSI
Financial Advisor – Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Andy has provided quality investment advice to his clients for over 30 years.
Services: Complete range of investment products & services
Email: a.mikolaiczyk@manulifesecurities.ca
Phone: 519-579-9246 x 264122
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
Financial Advisor – Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Dan provides his clients with the highest level of service to suit
their individual investment needs. Dan works with business owners,
professionals, and families to bring their financial goals to life. He
dedicates his time and attention towards getting to know his clients
and genuinely cares about providing the best service possible. He
seeks to build long-lasting relationships with his clients and their
families.
As a client, you will be sure to receive current and dependable financial advice that aligns with your investment goals. Your interests are the priority as Dan actively pursues sound and responsible investment selection.
Services: Investment and retirement planning, estate planning, insurance, high-net-worth financial strategies, and tax efficient investing.
Email: dan.daigle@manulifesecurities.ca
Phone: 519-579-9246 X 264143
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
Financial Advisor – Manulife Securities Incorporated
Dave has been an investment specialist serving individual and corporate clients for over 50 years.
Taking a conservative, long-term view, Dave has helped many generations of investors achieve their investment objectives.
Services: Complete range of investment products & services.
Email: david.rayner@manulifesecurities.ca
Phone: 519-579-9246 x 264122
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
Financial Advisor – Manulife Securities Investment Services Inc.
Life Insurance Advisor - Manulife Securities Insurance Inc.
Donna’s commitment to helping her clients realize their financial dreams is unwavering. Whether her clients’ goals are to save for a new home, their retirement or simply manage their finances wisely, Donna has the experience and resources to meet their needs.
Services: Financial, retirement, estate and tax planning, existing portfolio analysis, life insurance analysis, banking and mortgages (Upon Referral).
Email: donna.rose@manulifesecurities.ca
Phone: 519-578-6760 x 264111
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
CFP®, EPC
Senior Financial Advisor - Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Kevin started his business in 1995, providing insurance, investment and tax solutions to individuals, families, small business owners and corporations. Kevin is passionate about providing his clients with clear, unbiased, quality advice. Kevin develops solid financial plans and implements strategies to help his clients with their retirement goals.
Services: Life insurance, retirement planning, tax and estate management, education savings, and flexible employee benefit plans.
Website: integratisgroup.ca
Email: kevin.reid@manulifesecurities.ca
Phone: 519-579-9246 x 264124
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
CIM
Financial Advisor – Manulife Securities Incorporated
Life Insurance Advisor – Manulife Securities Insurance Inc.
Mike works with a diverse client base which commands a high level of service and shares a common goal of portfolio growth by way of sound, responsible investment selection. He works to first understand each client’s individual circumstances and identify their personal financial goals.
Through the appropriate level of strategizing, suitable wealth management solutions are incorporated into client portfolios with an eye towards reduced volatility and steady investment cash flow.
Putting the client’s financial well-being first is always the primary consideration for Mike when providing recommendations of any sort. His integrity and openness are evident as he strives for excellence in all areas of his practice. He is continually seeking to build professional, long-lasting relationships with his clients and their families.
As a client, you are sure to receive informed and dependable financial advice which consistently aligns with your pre-stated objectives. You can remain confident your interests are the dominant consideration, and that unwavering dedication will be applied to helping you with your investment goals.
Services: Investment and retirement planning, high net- worth advisory, derivatives and options licensed, estate and succession planning, Life and critical illness insurance, RESP’s, banking and mortgages (Upon Referral).
Email: mike.roberts@Manulifesecurities.ca
Phone: 519-579-9246 x 264113
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
CFP®, FCSI, EPC
Investment Advisor – Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Nadine has been involved in the banking and finance industry for over 32 years. She has held positions at TD Canada Trust, Prudential Assurance, MD Management, The Berkshire Group and been an investment advisor with Manulife Securities for the past 15 years. In addition, Nadine has held her insurance license since 2004.
Nadine's business operates under the trade name of Koppeser Wealth Counsel. As a Certified Financial Planning professional and an EPC (Elder Planning Counsellor), Nadine takes great pride in forming solid relationships with her clients, making every effort to truly understand the personal financial needs, goals and objectives of every client.
Nadine ensures her clients’ interests are foremost and she has experience with providing services to several generations of one family—assisting, guiding and advising them on the many topics that encompass a complete financial plan.
A large portion of Nadine’s business involves working with high-net-worth families and business owners.
Services: Estate and succession planning, high-net- worth advisory, insurance/risk planning, financial planning, investment planning, retirement planning, education planning, banking and mortgages (Upon Referral), Group RRSP’s and Group Health and Dental Solutions.
Website: koppeserwealth.com
Email: nadine.koppeser@manulifesecurities.ca
Phone: 519-579-9246 x 264121
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
CFP©
Financial Advisor – Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.
Paul is a veteran advisor who started his career in 1982, shortly after graduating from Wilfrid Laurier University. Since then, he has been helping clients with retirement planning, insurance needs and tax and estate planning. Paul also obtained his Certified Financial Planner (CFP) designation in 1993.
Paul’s most admired skill is his ability to take complex financial issues and break them down into understandable and tangible terms for his clients. Paul operates his family business with his wife, Fran and son, Tom. Together, they work to provide professional services that are specific to their clients’ unique needs.
Services: Retirement planning, insurance needs, tax and estate planning.
Email: paul.mcsorley@manulifesecurities.ca
Phone: 519-579-9246 x 264112
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
CFP®, CIM, FMA, FCSI
Financial Advisor – Manulife Securities Incorporated
Life Insurance Advisor – Manulife Securities Insurance Inc.
Paul specializes in helping incorporated professionals take full advantage of the tax saving opportunities that a professional corporation allows.
Paul has more than 20 years of experience in financial services and his professional qualifications are extensive.
Services: Tax efficient corporate investments, life and disability insurance, health spending accounts, retirement planning.
Website: paulthomascfp.com
Email: paul.thomas@manulifesecurities.ca
Phone: 519-579-9246 x 264118
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
CFA
Financial Advisor – Manulife Securities Incorporated
Tom is a graduate of Wilfrid Laurier’s Honours Bachelor of Business Administration program, class of 2008, with a specialization in finance. Tom has in-depth knowledge of investments, investment taxation, banking and lending. Tom’s pursuit of industry knowledge is evident in his credentials. He completed the Chartered Financial Analyst Program (CFA) while working full-time and was awarded the CFA charter in 2017. Tom is a member in good standing with the Toronto CFA Society and applies his skills when working with clients to build financial plans and investment objectives that are measurable, easy-to-understand and attainable.
Prior to joining Manulife Securities, Tom worked at CIBC Bank, where he gained knowledge and insight into banking, lending and the investment world. He was later offered a position as a specialist with CI Investments where he continued to grow his investment knowledge. After some time with CI Financial, Tom was offered a position with Sun Life Global Investments, where he continued to expand his investment knowledge under the Sun Life brand.
Services: High-net-worth financial strategies, investments, tax efficient investing, mortgages (Upon Referral) and debt structuring, and estate planning.
Email: tom.mcsorley@manulifesecurities.ca
Phone: 519-579-9246 x 264117
Address: 1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1
The legal stuff
Manulife Securities is a Trade Name used by the related companies. Stocks, bonds and mutual fund products and services are offered through Manulife Securities Incorporated. Mutual fund products and services are offered through Manulife Securities Investment Services Inc. Insurance products and services unless otherwise noted by your Advisor are offered through Manulife Securities Insurance Inc. (in the province of BC operating as Manulife Securities Insurance Agency) Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada, additional disclosure information will be provided upon referral. Please confirm with your Advisor which company you are dealing with for each of your products and services.
Waterloo Office
1 Blue Springs Dr
Waterloo, ON N2J 4M1