Michael Sanson, CIM^®, CIWM, FCSI

Senior Portfolio Manager & Senior Financial Advisor, Manulife Wealth Inc.
President, CEO & Life Insurance Advisor, Guided Wealth Management Ltd.

Areas of Focus: Asset Management, Tax-Aware Investing, and Personal and Corporate Investment Strategies

As a discretionary portfolio manager, I work with professionals, business owners and families to manage their investment portfolios and work toward their financial goals. I take the time to understand each client’s objectives and risk tolerance, with regular reviews helping ensure their investment strategy continues to reflect their objectives over time.

As a former business owner, I bring firsthand experience and an understanding of the challenges that can come with the growth, transition or sale of a business. This perspective informs my work with business owners and the investment decisions surrounding their personal and corporate assets. To better service this niche clientele I have completed a Certificate in Small Business Advisory, as well as, a certificate in Advanced Investment Strategies.

Tax considerations can be an important part of investment decision-making. Where appropriate, I consider tax efficiency when managing portfolios and work alongside clients’ tax professionals when specialized advice is required.

Supported by a team of professionals, I take a coordinated approach to portfolio management and can work alongside clients’ other professional advisors where appropriate.

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

Direct: (289) 295-3210
Office: (289) 295-3833
Fax: (289) 295-3197

Shayan Hamdani, CIM^®

Senior Financial Advisor, Manulife Wealth Inc.
Life Insurance Agent, 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.

Direct: (289) 295-3477
Office: (289) 295-3833
Fax: (289) 295-3197

Omar Baqa

Financial Advisor, Manulife Wealth Inc.

To inspire clients to make informed decisions through education and communication, while providing guidance and support to help them work toward their financial goals and objectives.

Direct: (289) 295-3506
Office: (289) 295-3833
Fax: (289) 295-3197

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 help you compare and assess the performance of your investments
• 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, 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.

Direct: (289) 295-3485
Office: (289) 295-3833
Fax: (289) 295-3197

Michelle Gualtieri, PFP^®

Financial Advisor, Manulife Wealth Inc.

With over 10 years of experience across Investment Banking, Life Sciences, and Wealth Management, my passion for growth and knowledge continues to evolve.

Since becoming a Financial Advisor in December of 2024, my ultimate goal has been to understand what matters most to my clients. By combining industry knowledge with a client-centered approach, I'm committed to assisting individuals achieve their financial goals—both short and long term—with confidence and integrity.

Together, we can navigate the complexities of the financial industry through personalized advice & strategies tailored to your unique objectives and circumstances

Telephone: 289-295-3833 Ext. 105
Direct: 289-295-3515
Main: 905-330-4088
Fax: (289) 295-3197

Sebastien Chevrier, CIM®

Senior Wealth Advisor and Portfolio Manager, Manulife Wealth Inc.

Direct: (289) 295-3510

Sukhi Dhaliwal

Executive Assistant, Manulife Wealth Inc.

Office: (289) 295-3833
Fax: (289) 295-3197

Susan Troke

Assistant Investment Representative, 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 Assistant Investment Representative to Michael Sanson. After many years working in the financial services industry, I moved into my current role as Client Sales Assistant and Assistant Investment Representative to Michael Sanson, supporting the team in serving our clients and their investment needs. 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.

Direct: (289) 295-3510
Office: (289) 295-3833
Fax: (289) 295-3197