With over 29 years of experience managing money, Boyd has honed a disciplined strategy for helping clients navigate the investment process. Starting his career just before the crash of 1987, Boyd realized that risk management is the foundation of any investment portfolio.

Boyd is currently completing his Portfolio Managers accreditation.

• Services: existing portfolio analysis, high net-worth advisory and financial strategies, estate and tax planning, Life insurance analysis, retirement planning, tax and estate management, education savings, flexible employee benefit plans banking and mortgages (Upon Referral), Estate and succession planning, Group RRSP’s and Group Health and Dental Solutions, derivatives and options licensed, RESP’s.
• Email: boyd.hume@manulifesecurities.ca
• Phone: 416-601-3286
• Address: 79 Wellington Street West, Suite 2402, Toronto, Ontario, M5K 1K2

Chris is a Senior Investment Advisor with 22 years of Bay Street experience. He builds long-term advisory relationships with both up- and-coming affluent and high-net-worth clients. Committed to doing what’s in the best interest of his clients, Chris builds and preserves wealth for families, corporate executors and business owners. Through a detailed financial needs assessment, including goal setting and sensitivity to risk analysis, Chris creates, implements and continually reviews his clients' retirement and investment plans.

Chris acts as a steward to his clients' assets and achieves client satisfaction and loyalty through a wide range of wealth management services.

• Services: High-net- worth advisory, Insurance/risk planning, Financial planning, Investment planning, Retirement planning, Education planning, Tax efficient investing, Life and Critical Illness insurance, RESP’s, banking and mortgages (Upon Referral), Group RRSP’s and Group Health and Dental Solutions.
• Website: chrisvaughanwealth.com
• Email: chris.vaughan@manulifesecurities.ca
• Phone: 416-360-3994
• Address: 79 Wellington Street West, Suite 2402, Toronto, Ontario, M5K 1K2

David has been advising clients for over 25 years, serving their investment needs in pursuit of their retirement and lifestyle goals.

As a Manulife Senior Investment Advisor, David provides experienced advice in navigating the complexities of managing his clients’ wealth and providing solutions that are tailored to their specific needs—as well as the needs of their families.

Utilizing a team-based approach, David leverages the expertise of other leading financial, estate, and business planning professionals as well as in-depth research and analysis and online services to provide his clients with professional financial services. David provides expert advice in traditional investment strategies as well as alternative investment solutions in a cost-effective manner.

• Services: High Net- Worth Advisory, Financial, Retirement, Existing Portfolio analysis, Tax Efficient investing, Banking and Mortgages (Upon Referral), Education Planning, Group RRSP’s.
• Email: david.armstrong@manulifesecurities.ca
• Phone: 416-360-3994
• Address: 79 Wellington Street West, Suite 2402, Toronto, Ontario, M5K 1K2

In serving his clients’ diverse range of financial needs over the last 21 years, Harjinder has successfully weathered many market cycles. More importantly, he has navigated through the ever-changing needs and goals of his clients to help them be successful during each stage of their lives.

In taking the time to understand each of his clients, Harjinder works through important matters relating to retirement and financial planning, estate and wealth transfer, philanthropy, insurance, and business succession.

Harjinder’s clients range from entrepreneurs to professionals to retired individuals and their families. Despite how unique Harjinder’s clients are, he finds they are all busy and value the advice he offers them. As a result, they have come to rely on his professional services, which in turn allow them to focus more on the other important aspects of their lives.

• Services: High Net- Worth Advisory, Financial & Retirement planning, Existing Portfolio analysis, Life Insurance, Travel, Health and Dental Insurance, Banking and Mortgages (Upon Referral), Education planning.
• Website: harjsahotawealth.com
• Email: harj.sahota@manulifesecurities.ca
• Phone: 416-601-3289
• Address: 79 Wellington Street West, Suite 2402, Toronto, Ontario, M5K 1K2