News

 

New Photos of our Team!

Glen Brown, Nadine Koppeser, Sean Lasko, Helen McAuslan

Sean Lasko and Nadine Koppeser

Hot Off The Press!!

Take a look at our next ad which will appear in the summer issue of Grand Magazine. Let us know what you think and of course don't be shy to let us know if we can assist you, a friend or a loved one. We would love to help!

Fundraising for a Great Cause

Koppeser Wealth Counsel joined forces with Manulife Private Wealth in raising awareness and fundraising for the St. Mary’s Hospital Foundation “RedDAY” campaign on Friday June the 8th 2018. We support this community and the efforts being made to keep the Waterloo Region a wonderful place to live. Stay Healthy!


Heart Disease is the leading cause of premature death among Canadian women, claiming the life of 25,000 each year.  That's more than the five most prevalent cancers COMBINED. It could be you, your sister, your mother, your friend.


St. Mary's RedDAY is an opportunity to come together as a community and raise awareness of this serious health risk and how it can be prevented.


On Friday June 8th, WEAR RED for the hearts of the women you love!

 

Working Hard to Add Value for My Clients

Great news!! Nadine has now been granted a prestigious designation, FCSI ( Fellow of the Canadian Securities Institute).

Please read the description of this designation from the FCSI website ( http://www.fcsi.ca):

About the FCSI®

The Fellow of CSI (FCSI®) is the pinnacle financial services credential and the highest honour in Canadian financial services. It is reserved for an exclusive group of financial professionals who demonstrate unparalleled leadership, integrity, commitment and dedication to their clients and industry.

When you earn the FCSI®, you become a member of an exclusive group of financial professionals recognized and respected by clients, employers and the investing public. FCSI's are distinguished leaders, industry ambassadors and mentors to future financial leaders.

Out of 700,000 financial services professionals in Canada, only 3,500 hold the pinnacle credential. Earning the FCSI® not only places you among the industry's finest - it makes you one of the most sought-after professionals by clients and employers alike.

Our Commitment to Securing your Information is a High Priority

As of June 2017 we have made a major upgrade to our systems to ensure the highest integrity and safeguarding of your personal information on our computers. We have all new computers which have professional 24/7 protection against virus and data attacks.

What data protection measures are in place?

Our new systems provided by NPC DataGuard have military-grade security , backed with a program of constant, proactive monitoring. AES 256-bit encryption is on every device, with over 80 steps to enhance the security of the hardware, operating system and Office suite. These standards are proven and reliable. NPC DataGuard Pro systems feature an integrated biometric fingerprint reader to further enhance security of each device. In the unimaginable event of a lost or stolen device the NPC security team springs into action with advanced tracking and security tools to locate and destroy the device. Our team will be provided with a new fully backed up device within 24 hours, so business as usual.

You and your personal information are of the utmost importance to us, and as such, we are taking all steps possible to continue to provide outstanding service and peace of mind. Simply put, "We highly value you and your business."

Manulife 2016 LPGA Classic Events

Women of Influence Luncheon Fundraising Event for St. Mary’s Hospital
 

Nadine Koppeser and Stacy Lewis

Nadine Koppeser and Stacy Lewis

This wonderful sold-out fundraising event was hosted at Whistle Bear Golf Club on Tuesday August the 30th.  Guest speakers were Stacy Lewis, LPGA Tour Professional and Marianne Harrison, President and CEO, Manulife Canada.

Stacy and Marianne gave inspiring speeches on each of their journey’s to becoming well respected and powerful woman in each of their professions.  They spoke about the obstacles they overcame, the plans that they followed, the people who supported them and the dedication it took to reach the pinnacle in their careers.

More impressive was their message reflecting the importance of “balance” between work and home life, the prioritization of personal goals versus career goals and the possibility to live life to the fullest.

Manulife 2016 LPGA Pro-Am Championship

 

Daniel Meister, Nadine Koppeser, Hyo Joo Kim, Marc Bellefeuille, Kenny (Hyo Joo’s caddy) & Dennis Smallwood

Daniel Meister, Nadine Koppeser,  Hyo Joo Kim, Marc Bellefeuille, Kenny (Hyo Joo’s caddy) & Dennis Smallwood

The LPGA Pro-Am was held at Whistle Bear Golf Club on Wednesday August the 31st. The talented LPGA golfers were partnered with a team comprised of 4 amateur golfers as they took on the 18 hole course to help raise funds for St. Mary’s Hospital.

This fun day gave all golfer’s the chance to enjoy meeting new people and admire the talent of these LPGA athletes, all in the effort to help support our community’s growing healthcare needs. 

Manulife Private Wealth Summer Soiree

On Wednesday June the 22nd 2016, Donald Guloien, President & CEO of Manulife together with Manulife Private Wealth hosted their "Summer Soiree" private garden event, in the gorgeous courtyard of the Manulife Buildings (250 Bloor Street East in Toronto).

The event was blessed with perfect summer evening weather and all in attendance enjoyed the beautifully manicured gardens which are kept in immaculate order thanks to an endowment fund granted by a former president of Manulife, who had a passion for horticulture.

This event was very special indeed with Donald Guloien not only in attendance, but opening the evening with great perspective, insight and thoughts on the incredible growth of the Manulife Private Wealth Division world-wide.

The attendees then enjoyed a splendor of delicious hors d'oeuvres, a delicious signature drink, "Liquid Wealth" or anything to their liking, while mingling with friends, their team of investment professionals and top management officials of Manulife Securities.

Sam Savarajan, Managing Director, Head of Private Wealth spoke of his mandate and future goals of this division, while Phillip Petursson, Chief Investment Strategist, Manulife Investments, enlightened the crowd on both current global and Canadian market conditions, economic developments and future insights. His comments were particularly well taken given the "Brexit" vote which was to follow the next day.

Mr. Steven Cohen and myself were asked to speak at the event about our dealings, experiences and partnerships with Manulife Private Wealth. It was an honour and privilege to do so, especially being amongst the many valued High Net Worth clientele and top Manulife management officials.

We are all already looking forward to attending next year's event!

 

Summer Soiree Highlights 2016

Summer Soiree 2016 - Nadine Koppeser

Pictured on far right: Helen McAulan, Les McAuslan, Daniel Meister, Michael Koppeser, Nadine Koppeser

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.