Whole Wealth Plus specializes in helping families achieve what is most important to them in life.
At Whole Wealth Plus, our approach is based on holistic planning and LifeCycle Planning. Our relationship with each client is predicated on professional stewardship and expert guidance.
We are a team of professionals with expert knowledge in the key areas of wealth management, namely: Financial Life Planning, Financial Planning, Portfolio Review Planning and Tax and Estate Planning. Partnered with the strength of Manulife Securities research, its market strategists, and its overall commitment to the client enables us to deliver expert personal wealth advice to each client.