RIA: Certified 360 Private Wealth Management, in partnership with Manulife Securities Inc. and Manulife Securities Investment Services Inc., is an independent financial life planning and wealth management firm, based in Winnipeg, Manitoba Canada. We are a group of like-minded financial advisors, backed by an experienced support team. Working with allied tax and legal professionals and our partners, including Manulife Securities, we provide financial life planning and wealth management services to a wide range of individuals, families and businesses.
Using our proprietary Natural Wealth® Process, working in tandem with our clients’ tax and legal specialists and, where appropriate, our own allied tax and legal specialists, we develop action-oriented financial life plans and construct investment portfolios and insurance programs to help each of our clients realize their unique life vision.
Our driving purpose in all that we do is to help each of our client households build lifetime financial well-being and the wealth they need to realize their unique life vision.
Services Offered in RI
- Charitable giving
- Small business planning
- Financial planning
- Will & Estate planning
- Insurance & risk planning
- Taxation planning
- Investment management
- Succession planning
Minimum Account Size
$250,000+
Investor Type Dealt With
Individual
Type of License
IIROC
Provinces Licensed In
- Alberta
- British Columbia
- Manitoba
- Ontario
- Quebec
- Saskatchewan