Affluent CAnadians With $500k+ INvestable Assets

Get A Clear Picture On Retirement And Find Out How Much You Get To Keep After Tax In Under 30 Days

5 Case Studies That Detail Real Retirement Planning Outcomes That You May Not Get Anywhere Else

Is Your Financial Plan Actually One Plan, Or Just Pieces?

Answer 5 completely confidential questions and I'll show you exactly where the gaps are, no strings attached.

What describes where you're at right now?

Approaching retirement (within 5 years)

Recently retired (within the last 3 years)

Already retired, but looking for a better approach

Still working, but planning ahead

Roughly how much do you currently have in investable assets? (not counting your home)

Under $500,000

$500,000 to $1,000,000

$1,000,000 to $2,000,000

$2,000,000+

Do your investments, insurance, and tax planning feel like one connected plan, or separate pieces handled by different people?

One connected plan

Mostly separate

Honestly, I'm not sure

How often does your current advisor reach out to you, versus you having to reach out to them?

They're proactive, they reach out regularly

It's mostly me reaching out

I don't have an advisor right now

What's the one thing that concerns you most about your financial picture right now?

First Name

Last Name

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What You'll Discover

A short presentation walking through retirement income, taxes, and how your accounts fit together, built for people with $500,000 or more invested.

By the end, you'll know whether there are real gaps in your current plan and whether it's worth having a second opinion.

How Your Plan Holds Up Under Real Numbers

A look at how your income, timing, and spending actually line up, not a rough guess.

Where Taxes Are Quietly Costing You

Small timing decisions on withdrawals and conversions add up more than most people realize.

Why A Piecemeal Plan

Falls Short

Insurance, investments, and tax planning handled by three different people rarely add up to one coherent strategy.

About shayan

Shayan Hamdani

CIM, Senior Financial Advisor

My approach is to build planning solutions suited to each client's personal objectives, not a model everyone gets slotted into.

Successful people are often stretched across business, family, and everything in between.

When that happens, finances tend to get handled piece by piece.

A bit of advice here...

.... A policy there,

An account nobody's looked at in a while.

I lead the team at Trusted Wealth Management here in Oakville, alongside Michael Sanson and the rest of the group, all under Manulife Wealth Inc.

That means when something calls for a specialist, it's handled inside the same team that already knows your file, not handed off somewhere new.

About shayan

Shayan Hamdani

CIM®, Financial Advisor, Manulife Wealth Inc.

My approach is to build planning solutions suited to each client's personal objectives, not a model everyone gets slotted into.

Successful people are often stretched across business, family, and everything in between. When that happens, finances tend to get handled piece by piece. A bit of advice here, a policy there, an account nobody's looked at in a while.

I work as part of the team at Guided Wealth Management here in Oakville, alongside Michael Sanson and the rest of the group, all under Manulife Wealth Inc. That means when something calls for a specialist, it's handled inside the same team that already knows your file, not handed off somewhere new.

Why I Work This Way

Coordinated.

Personal.

Built around the whole picture.

A lot of financial advice gets handled in pieces. Investments with one person, insurance with another, tax planning as an afterthought. At a certain point, that stops being enough.

Income planning. Tax-efficient withdrawals. Insurance. Estate considerations. These aren't separate conversations to me. They're one plan.

The Backing

Built on 120+ Years of

Financial Partnership

The Foundation

Manulife serves more than 35 million people worldwide and has held up through every major market cycle for over a century.

Our Approach

Recommendations come from what fits your situation, not a proprietary product list.

Team

Part of the Trusted Wealth Management group in Oakville, so specialists are already inside your file, not a referral to someone new.

Micro-disclosure: Tax laws are subject to change. Past performance is no guarantee of future results. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund.

Is This Right For You?

This presentation is built for people who,

Have $500,000 or more in investable assets
Are approaching retirement or already living it.
Want to know exactly how their plan holds up, not just a general sense of it.
Feel like their current advisors aren't fully talking to each other.
Are busy professionals who'd rather not make investing a second job.
Would rather get a coordinated plan than two generic check-ins a year.

Trusted Wealth Management and Guided Wealth Management are Trade Names used for dealer business only. Investment dealer dealing representatives ('Investment advisors') registered with Manulife Wealth Inc. offer stocks, bonds, and mutual funds. Insurance products and services are offered through Manulife Wealth Insurance Services Inc. This page is for educational purposes only and does not constitute financial, investment, legal, or tax advice. Tax laws are subject to change. Past performance is no guarantee of future results. Manulife Wealth Inc. is a member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund.