Paving the Path to Financial Freedom
Bridging the gap between financial challenges and solutions: Trust in our comprehensive wealth management approach.
What Sets Us Apart?
Tailored Solutions for Every Financial Need
Investment Advice
Retirement Planning
Tax Strategies
Pierre-Erwan Pène,
CIM®, F. Pl.
Senior Investment Advisor | Manulife Wealth Inc.
With retirement comes the freedom to pursue what truly matters. Pierre-Erwan Pène and his team are committed to guiding Canadian families toward financial independence.
The profession of an investment advisor is very similar to that of a medical profession. We need precise knowledge in order to properly diagnose the financial situation of our clients, to understand it and to provide the best solutions to help them improve their financial health and achieve their goals.
During my youth, in school and in my community, I was exposed to the negative consequences of poor financial management. I realized that the lack of financial education was often the cause of many problems within a family: poverty, insecurity, lack of stability. It is this realization that created in me an interest in finance. And when I discovered the investment advisor profession, I immediately knew that it was made for me.
As an investment advisor, I have a great responsibility towards my clients. The values that guide me in the accomplishment of my mission are: integrity, transparency, objectivity in order to assure my clients that I act in their best interest. Discipline, responsibility, proactivity to make sure that I stay on track with their financial goals and be up to date on important financial concepts. Then finally, empathy, benevolence to fully understand their financial realities and bring the ideas best suited to this reality.
*120+ Years
of partnership experience since 1887.
*Strength and Stability of Manulife
We leverage the financial security and resources of one of Canada’s most trusted financial services companies.
*35+ Million
customers served.
* Manulife Financial Corporation, annual report, 2023.
Testimonials
What our clients have to say about their experiences with us.
Josée
Retired
René
Executive Vice President
Sylvain
Engineer
Marcel
Business Owner
How Our Process Works
Understanding your needs and objectives
Assessing your financial goals and wealth expectations to tailor a personalized plan.
Idea sharing and optimization recommendations
Discussing different strategies and provide expert suggestions for improving your retirement plan, investments and tax situation.
Mutual agreement and onboarding process
Finalizing the plan details and initiating the formal relationship with clear steps and documentation.
Ongoing service and advice
Provide ongoing support and advice to adapt the investment plan and strategy to changing circumstances and market conditions.
Optimize your assets with complete peace of mind
We’re here to guide you towards a comfortable retirement.
Frequently Asked Questions
Uncovering the essentials of retirement planning with Pierre-Erwan's team.
Our team focuses primarily on retirement planning, investment advice, tax optimization, estate optimization and overall wealth management. We tailor strategies to meet the specific needs of each client and their family.
It's never too early to start. The sooner you begin, the better prepared you'll be. Starting early allows your investments more time to grow, leveraging the power of compound interest.
Yes, our fees vary depending on the services provided. We prioritize transparency and will discuss all costs with you upfront during our initial consultations.
Regular reviews are crucial. Typically, we schedule periodic reviews, at least annually, but they can be more frequent depending on market conditions and personal financial changes.
Absolutely! We offer secure online access, allowing you to monitor your investments and financial status whenever you wish.
