Welcome to Koppeser Wealth Counsel
Building Partnerships to Serve Clients With Manulife Private Wealth,
an affiliate of Manulife Securities Incorporated.
"We listen to how you envision your opportune financial future,
then together we create a plan of action to help get you there."
With many years of combined experience in assisting highly valued clients, our mandate is to ensure that our client's best interest is always first and foremost. We are your trusted partners in wealth creation and preservation.
Koppeser Wealth Counsel are your partners in the creation, building, protection and succession planning of your wealth.
Those who rely on professionals to guide their financial decisions are typically more confident, better informed and achieve greater prosperity throughout their lives.
Financial Planning is far more than simply investing. It is an ongoing process which formulates a plan of action to get you from where you are financially today, to where you want and/or need to be in the future.
Time to take a break, get involved and enjoy all of the great offerings that our wonderful community provides!
Whether this will be your initial meeting with us or you have been a long time client, help us to be well prepared to assist you, by providing a bit of information.
Manulife Private Wealth information on the home page: Manulife Securities Incorporated is a Member of the Investment Industry Regulatory Organization of Canada ("IIROC") and a Member of the Canadian Investor Protection Fund (“CIPF”). To learn more about CIPF, please contact your advisor or visit www.cipf.ca. Manulife Private Wealth ("MPW") is a division of Manulife Asset Management Limited, which is registered as a portfolio manager in Alberta, British Columbia, Manitoba, Newfoundland and Labrador, New Brunswick, Nova Scotia, Ontario, Prince Edward Island, Quebec, and Saskatchewan; as an investment fund manager in Newfoundland and Labrador, Ontario and Quebec; and as a commodity trading manager in Ontario.Clients are introduced to MPW through a referral arrangement between Manulife Securities Incorporated and MPW. The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities, its advisors or MPW are not appropriately licensed or registered or where any product or service is not eligible for sale. Details are available on request. Manulife, Manulife Securities, Manulife Asset Management, Manulife Private Wealth, the Block Design, the Four Cube Design and Strong, Reliable, Trustworthy, Forward-thinking and all related phrases, logos, icons, graphics, images or designs are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.
The decisions we make each day are deeply influenced by preconceptions and emotions. The Fall edition of Solutions focuses on the effect our emotions can have when it comes to making decisions about finances. Features include: Being aware of cognitive biases can help us make better investment decisions; How an advisor can bring you closer to reaching your financial goals; Investment loans 101; Living solo; and more.