Our Ottawa location hosts a team of financial planning professionals that have decades of experience in the financial services industry.
Contact us today to get started.
jerry.witteveen@manulifewealth.ca | 613-594-3493, ext. 228
Jerry Witteveen is a Portfolio Manager with over 20 years experience in the financial services industry. Jerry holds a CIM, Chartered Investment Manager and a CFP, Certified Financial Planner, and the founder of Valcore Planning Solutions.
Jerry's experience and expertise in the complex area of corporate tax & succession planning, as well as trust and estate planning, have earned him a high level of respect in the business community. This combination of knowledge and experience is a valuable asset to the business clients he serves.
"My goal is to partner with my clients, team up with their accountants and lawyers, to ensure that not only is the business plan on track, but that the big picture planning items are not being ignored. Entrepreneurs by their nature are great at building their business but need an advisor that not only understands the complexities of their corporate structures but will be able to fit those structures into an overall comprehensive financial plan."
With the strength of Manulife Wealth Inc. and Manulife Wealth Insurance Services Inc. Jerry is able to provide clients with a vast array of investment and insurance solutions to ensure plans are successfully implemented and then over the long term managed to achieve the desired goal.
Find the account that’s right for you. Bank with confidence through one of the Manulife Bank accounts.
sylvia.giannetti@manulifewealth.ca
613-594-3493
1-877-594-3493
Sylvia is a graduate of the Commerce program at the University of Ottawa. She joined Manulife Wealth Inc. (formerly Berkshire Securities Inc.) in 2003, after servicing clients at a mutual fund dealership in Ottawa. She has over 10 years of experience working in the financial services industry.
Sylvia is passionate about helping individuals and families achieve their financial goals by providing advice on Wealth Creation, Investment Planning, Retirement Planning, Educational Savings Planning, Estate Planning, Debt Restructuring, and Home Ownership Planning. She is committed to understanding each situation individually in order to integrate wealth management solutions that simplify and enhance the quality of her clients lives. She able to provide her clients with risk management solutions and insurance products offered through Manulife Wealth Insurance Services Inc.
Sylvia's relationship with her clients is based on a value system of trust, honesty, and respect. The ultimate goal is to develop a lasting relationship with each client while servicing their financial needs.
denys.legault@manulifewealth.ca
613-594-3493
613-594-3483
1-877-594-3493
Denys Legault has worked as an investment advisor since 1995. He joined Manulife Wealth Inc. in October of 2016, a full service brokerage firm with over 1,300 investment professionals throughout Canada.
Denys Legault has more than 23 years of experience helping and advising every client achieve his/her financial goals. His goal is to provide assistance and guidance to clients throughout their working career and their retirement. His approach consists of getting to know his clients well personally as well as their investment objectives and risk tolerance and to establish a plan that will ultimately meet their needs.
Denys Legault’s strengths are in his listening and analytical skills. These allow him to build and oversee individually customized portfolios designed for each client to fit their investor profile and identified goals.
