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Meet our Team


Your Guides to Financial Success

We specialize in providing client-centered financial solutions designed to protect the financial health and well-being of our clients and their families. Our priority is to listen to our clients’ concerns and understand their short and long-term financial goals and objectives while ensuring proper risk management and care is given to obtaining their financial goals.  

At Guided Wealth Management, we treat every client’s situation as unique. Because it is.

Contact us to get started


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Michael Sanson

(CIM, CIWM, FCSI) 1nl11nl1 Life Insurance Advisor, FOUNDER & CEO OF GUIDED WEALTH MANAGEMENT LTD. 1nl11nl1 Portfolio Manager & Senior Investment Advisor, Manulife Wealth Inc.

Michael Sanson

(CIM, CIWM, FCSI)

  • Portfolio Manager & Senior Investment Advisor, Manulife Wealth Inc.
  • Life Insurance Advisor, Founder and CEO of Guided Wealth Management LTD.


Areas of Focus: Asset management, Tax Structuring and Integration of Personal and Business Assets

As a discretionary portfolio manager, I am committed to helping professionals, business owners and families manage their finances and build their wealth. Each client file is discovered using a holistic approach to wealth management (tax, retirement, investing, estate, and insurance), regular client reviews and a commitment to education enables our relationship to grow and evolve over time.

Being a former business owner, I bring to wealth management a unique experience and understanding of the challenges my clients may face with the growth, transition, or sale of their own business. To better service this niche clientele I have certifications in both Small Business Advisory, as well as, Advanced Investment Strategies.

One truth I have learned is that all people; business owners, professionals or retirees have a common problem - Taxes. Structure and foresight are required to address tax issues before they become a problem. Unfortunately, too many Canadians do not feel in control of their finances and are left feeling helpless and reactive in their planning process. By understanding all the available options, clients can feel confident taking an active role in decision making and bettering their financial well being

I have a specialized team of experts to assist in every step from strategy formulation to implementation. I follow a centralized approach to wealth management that can ensure clients can have all their needs met with one point of contact.

My team has pride in the client centered, strategy based advisory service that addresses many more areas of focus than traditional broker services.

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Shayan Hamdani

(CIM) 1nl11nl1 FINANCIAL ADVISOR, Manulife Wealth Inc. 1nl11nl1 LIFE INSURANCE ADVISOR, Manulife Wealth Insurance Services Inc.

Shayan Hamdani

CIM®
Financial Advisor, Manulife Wealth Inc.

Life Insurance Advisor, Manulife Wealth Insurance Services Inc.



My approach is to develop planning solutions that are suited to each and every client’s personal objectives.

In today’s dynamic world, successful people find themselves with the challenge of trying to balance ever expanding responsibilities. Concerns over business, family, social and personal lives can crowd out efforts to develop an effective financial strategy. Instead of developing a strong unified approach to their finances, many people adopt a scattered “piece-meal” approach.

A unified approach to financial strategies begins with an accurate analysis of your present financial position. After a review of your long and short term goals, a plan must be developed to help you realize those goals. Lastly, and perhaps the most important step, is to commit yourself to ongoing review of the plan so that it can be adjusted to reflect changes that occur in your life.

I strive to develop a unified comprehensive approach to financial strategies for all of my valued clients.

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Omar Baqa

Investment Advisor, Manulife Wealth Inc.

Omar Baqa

Investment Advisor

Manulife Wealth Inc.



To inspire my clients in making informed decisions through education and communication while having the expertise to execute and deliver on their goals and objectives.

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Joel Borges

Investment Advisor, Manulife Wealth Inc.

Joel Borges

Investment Advisor

Manulife Wealth Inc.



As an Advisor with Manulife Wealth Inc., I help individuals and families with their Investment Portfolio's & Financial Strategies, safeguarding capital from unnecessary taxes & increasing the probability of growth.

As a member of one of the largest Portfolio Management teams with Manulife Wealth Inc. across Canada, you have the peace of mind our fingers remain on the pulse of the market, allowing us to build brick by brick the other pillars of wealth management with you:

  • Minimizing unnecessary Taxes 
  • Securing family Income  
  • Corporate Planning  
  • Estate Transfers

Our strategies are cemented in a philosophy that is simple to follow and easy to understand.

  • Benchmarks: To track and monitor your Portfolio performance 
  • Systematic Processes & Tools: You know why a Financial Strategy is executed, and the next action 
  • Consistent Communication: Working together to differentiate between signal & noise

Each strategy is tailored specifically to your needs, and situation. I am proud, humbled by what I do, and consider myself fortunate to be given the opportunity to nurture financial clarity with those who decided to call myself and the team, their Advisors.

If you would like to know how I spend time outside the office, I could go on with family stories, my voracious appetite for books, traveling, being physically active, and lending a hand at various non-for profit organizations around Toronto among other things. With that said, having a chat about Economics, Trade Wars, Revolutionary Technologies, Real Estate, new Canadian Tax Law changes to businesses, what to do in the next big Market Crash, taking CPP/OAS early/late, and maximizing dollars you make & save to do what you dream of in the future is always an activity that puts a smile on my face. Send me a message, It would be a pleasure to have a conversation with you.

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Simon G. Hecks

(CLU. Ch.FC) 1nl11nl1 LIFE INSURANCE ADVISOR, CHARTER HOUSE FINANCIAL GROUP

Simon G. Hecks

(CLU. Ch.FC)

Life Insurance AdvisOR | GUIDED WEALTH MANAGEMENT LTD.


Simon has more than 28 years of practical experience in the financial services industry successfully utilizing his investment knowledge, education and experience to service his clients' financial needs. He has accumulated a vast depth of experience over the years working with business owners, operators and investors. His professional designations as noted qualify him to offer and implement sound wealth management advice.

Simon is the President of Charter House Financial Group and responsible for client relationships and the future growth of the firm. Simon is a true believer in the business of developing meaningful and successful longterm direct relationships whereby the clients needs always come first. 



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Jackie Walton

LIFE INSURANCE ADVISOR, GUIDED WEALTH MANAGMENT LIMITED

Jackie Walton

Life Insurance Advisor, Guided Wealth Managment Limited 


Jackie brings with her nearly 20 years experience in the financial services industry.

While Jackie's main focus is primarily the living benefits side of the business her experience in both the individual & group areas have proven to be an added asset. Her ability to multitask & attention to detail are not only valuable tools in the office but also in her day to day dealings with our clients; good customer service is a must with Jackie.

Jackie is very involved in her community & was recently honored by the Ontario Ministry of Citizenship & Immigration for her volunteer work with Girl Guides of Canada. She is happily married with two children & loves to spend lazy days at the lake camping with her family.



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Susan Troke

Licensed Assistant to Michael Sanson (CIM, CIWM, FCSI)

Susan Troke

Investment Advisor Assistant, to Michael Sanson (CIM, CIWM, FCSI)

Manulife Wealth Inc. 



With over 25 years of experience in the Financial Services Industry, I bring a wide breadth of knowledge and experience to my role as Client Sales Assistant and Licensed Investment Representative to Michael Sanson, Portfolio Manager. After working for many years in a retail bank environment, I chose to move to my current position where I am an integral part of a team of highly successful Investment Advisors with a focus on building on Financial Strategies and Wealth Management. My years of industry experience provide me with solid knowledge and the ability to serve our clients well. I pride myself on my problem-solving abilities and am ready to meet new challenges head-on.

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Rupa Shah

EXECUTIVE ASSISTANT

Rupa Shah

Executive Assistant,

Manulife Wealth Inc.

EXECUTIVE ASSISTANT,
Manulife Wealth Insurance Services Inc.