Andrew Hopper

IIROC AdvisorReport

Financial Advisor – Manulife Securities Incorporated

Since 2002 Andrew has been pursuing his passion for helping to achieve financial goals.

He helps successful business owners create solid succession and retirement planning strategies for themselves and their families.

Andrew also works with individuals who have just experienced major life events such as divorce or job loss to understand their options and feel positive about their financial future.

Services: Investment and retirement planning, high net- worth advisory, customized stock trading, estate and succession planning, group benefits, life and critical illness insurance, RESP’s, banking and mortgages (Upon Referral).

Email: andrew.hopper@manulifesecurities.ca

Phone: 519-579-9246 x 110

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Andy Mikolaiczyk

IIROC AdvisorReport

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 122

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M11

 

Anna Lina Garasto

IIROC AdvisorReport

Financial Advisor – Manulife Securities Incorporated
Life Insurance Advisor - Manulife Securities Insurance Inc.

Anna Lina Garasto is part of the wealth management team at THE INTEGRATIS GROUP and has been in the financial and insurance industry since 1997. Anna is responsible for assisting Kevin P. Reid, senior financial advisor and his clients in all aspects of wealth planning, marketing and client services. Anna is also responsible for taking care of group investment and insurance clients.

Services: Life insurance, retirement planning, tax and estate management, education savings, flexible employee benefit plans.

Website: http://www.integratisgroup.ca/

Email: anna.garasto@manulifesecurities.ca

Phone: 519-579-9246 x 124

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

David Rayner

IIROC AdvisorReport

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 122

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Donna Rose

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 111

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Jeffrey Plews

Financial Advisor – Manulife Securities Investment Services Inc. 
Life Insurance Advisor - Manulife Securities Insurance Inc.

Jeffrey creates investment and insurance strategies and implements plans to help his clients with their financial savings and retirement goals. Jeffrey started his business in 1991, and attributes his success to his ability to provide clear, concise advice that fosters strong relationships with his clients. Jeffrey has the insight to serve his clients’ unique financial needs. Jeffrey’s wife, Meranie runs the administrative side of his business and together, they are dedicated to ensuring their clients are happy with the services they provide. 

Services: Insurance, investment planning, retirement planning.

Email: jeffrey.plews@manulifesecurities.ca

Phone: 519-578-6760 x 120

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Kevin Reid

IIROC AdvisorReport

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: http://www.integratisgroup.ca/

Email: kevin.reid@manulifesecurities.ca

Phone: 519-579-9246 x 124

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Mike Roberts

IIROC AdvisorReport

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 113

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Nadine Koppeser

IIROC AdvisorReport

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: http://www.koppeserwealth.com

Email: nadine.koppeser@manulifesecurities.ca

Phone: 519-579-9246 x 121

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Paul McSorley

CFP©

Financial Advisor – Manulife Securities Investment Services Inc. 
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: 519-578-6760 x 112

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Paul Thomas

IIROC AdvisorReport

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: http://paulthomascfp.com/

Email: paul.thomas@manulifesecurities.ca

Phone: 519-579-9246 x 118

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1

 

Tom McSorley

CFA

Financial Advisor – Manulife Securities Investment Services Inc.

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: 519-578-6760 x 117

Address:  1 Blue Springs Drive, Suite 401, Waterloo, Ontario, N2J 4M1