Advantages
Tax efficiency
Based on your values and needs, we help you design your future. We work together with our clients, providing them with the necessary tools to succeed.
Asset protection
In the event of a drop or correction of the markets, thanks to a negative correlation in the portfolio.
Portfolio optimization
Aiming to exceed index performance.
Investment performance
Depending on asset allocation and market volatility.
Corey Mancuso
SENIOR INVESTMENT ADVISOR, MANULIFE WEALTH INC.
After studying in Business Administration at University of Quebec in Montreal, Corey Mancuso completed the Canadian Securities Course through the Canadian Securities Institution to begin his career as an investment advisor.
Diligence Wealth Management
At Diligence Wealth Management, our mission is to provide our clients with the knowledge and strategies they need to achieve their financial security, realize their dreams while contributing to the growth of their wealth. We are driven by the desire to provide specialized financial solutions, underpinned by our deep commitment to integrity, transparency, and personalized service.
Founded in 2000 by Camille Estephan, Diligence Wealth Management was born out of a desire to provide independent and objective financial advice. Prior to founding Diligence Wealth Management, Camille worked for another firm as a financial broker. Not wanting to be limited by specific products, he chose to create Diligence Wealth Management to offer a full range of solutions to his clients.
In 2008, we established a strategic partnership with Manulife Wealth, strengthening our ability to serve our clients with the best resources available. Since then, we have become the largest Manulife Wealth team in Canada in terms of assets under administration.
Our mission is clear: every day, we go above and beyond to help our clients build their financial future, considering their family aspirations and personal goals. We are committed to recruiting young advisors at the beginning of their careers and teaching them how to build their own one-on-one relationships within our organization.
Diligence Wealth Management offers its clients services across Canada from its two offices in Montreal and Quebec City. Our core values of diligence, authenticity, transparency, and trust unite us all and guide our approach. At Diligence Wealth Management, we believe in a future where each client is guided in achieving their financial goals, supported by a dedicated team and unparalleled expertise.
Your Financial Resources
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