Plan. Execute. Succeed.
Using a holistic approach, we analyze your lifestyle, assets, liabilities, and tax needs. From there we develop tax efficient investment strategies tailored to you and your family’s needs. Our investment principles are firmly rooted in proven wealth creation strategies. Any investment recommendations will represent high quality investments aimed at preserving capital, maximizing growth, and minimizing taxes. Our mission is to simplify your financial complexities and work towards your financial goals.
Fernando is a Senior Financial Advisor with Manulife Wealth Inc. and a Life Insurance Advisor with Manulife Wealth Insurance Services Inc. Fernando has been working in the financial services industry for 25 years and his focus is to help each client meet his or her financial wealth creation goals. He has developed a practice based upon strong long-term relationships with clients. He adheres to a strong code of ethics and operates with the utmost integrity. Great client service is of paramount importance.
3.25%* INTEREST OFFER
Right now, when you open a new Advantage Account, you’ll earn 3.25% on every dollar you deposit for the first six months. Even after the promotion ends, you’ll still earn high 1.50%** interest daily.
PAY NO FEES
You’ll never be charged a monthly account maintenance fee. And when you keep of just $1,000 in your Advantage Account, you can make everyday banking transactions for free.1 As many as you want; no limits.
"I have been working with Fernando Solano since 2011 and can confidently state that he is a true performer. His exemplary service, excellent advice and true caring nature (while attaining highly desirable results) have made all the difference in the world to me in feeling secure about my financial future." Jason Koltz