We are financial professionals and we provide sound investment advice on the backbone of Manulife Securities Incorporated’s powerful brand. A no-obligation introductory meeting is a great way to learn a bit about each other and to see if it makes sense to develop a long-term relationship.
Do you have a clear picture of your financial situation?
When will you be able to retire? Will your family be financially secure?
These are very important life questions. We’re here to help find the right answers and solutions for you!
Kudsia Leith Sanchez (KLS) is a dedicated team of professional Financial Advisors serving Kitchener, Waterloo, Cambridge, Guelph, Toronto and Southern Ontario.
Our firm works to understand your TOTAL financial horizon so that we can build the best plan possible for your specific needs.
Like you, we have families. We want the very best for them now and in the future. We want the same for you. That’s why our philosophy is people and plans come first! And that’s why people like you choose us as their trusted advisors.
The following outlines the process we follow when we build your financial plan:
The ongoing review of your plan is a key part of our process. When we analyze your plan and determine changes are needed, we will talk with you about recommendations and make changes you are comfortable with.
You’ll be informed regularly about your plan, with statements that show the performance of your portfolio, reports about transactions and tax updates. And we’re always happy to meet and speak with you.
Annually, we do a comprehensive review of your plan to ensure your goals, both present and future, are being met.
After going through our detailed process to develop your plan, we work together with you to create a portfolio that matches your investment preferences, risk tolerance, your age and stage of life and other key factors. The following are the main offerings we provide:
Financial Planning Strategies
KLS are representatives of Manulife Securities Incorporated. Manulife Securities Incorporated is one of Canada’s foremost providers of comprehensive financial services, which enables us to offer the full scope of products and strategies you need. Our mission is about your individual situation and tailored solutions that are the best ones for you.
It’s your life. It’s your future.