$10 B
In assets under administration by
Diligence Wealth Management*
Largest
Branch under
Manulife Wealth Inc.
20+
Years of experience
as of March 2024
Our mission
We wake up every day with the mission of accompanying our customers in the creation of their financial future, taking into consideration their family aspirations and personal goals. Proximity to our customers is at the center of our practice. We are always available and easily reachable because we understand the importance of responding quickly and effectively to our customers' financial needs and concerns.
Our values
PROXIMITY
We are committed to being accessible and available to our customers, always ready to respond to their needs quickly and efficiently.
TRANSPARENCY
We are honest in all our interactions, providing clear and comprehensive information to help our customers make informed decisions.
DILIGENCE
We act with diligence in all our operations, ensuring that every request is handled meticulously and professionally, to the highest quality standards.
AUTHENTICITY
We adopt a neutral and objective opinion in our advice, focusing on educating our customers rather than selling them financial products.
TRUST
Our relationships are based on mutual trust and respect. We are committed to build long-term partnerships with our customers, based on open and honest communication.
Our commitment to you
Choosing a Diligence Wealth Management advisor goes beyond financial and investment guidance; it's about forming lasting relationships.
PERSONALIZED APPROACH
We believe that one size does not fit all. Our customized financial strategies are designed to reflect your personal goals, values, and circumstances.
RESULTS-ORIENTED
We focus on delivering result. Your financial success is our top priority.
EXPERTISE
Our team of seasoned professionals brings a wealth of knowledge and experience. We keep abreast of the latest financial trends and strategies to provide the best solutions.
COMPREHENSIVE SERVICES
From wealth preservation and investment management to retirement planning and estate protection, we offer a wide range of services to address your financial needs at every stage of life.
Join our team
If you are ready to embark on a challenging, yet rewarding career as a investment advisor, and if you possess the qualities we value, we invite you to consider joining our dynamic team.
Get started with us
Choosing a Diligence Wealth Management advisor goes beyond financial and investment guidance; it's about forming lasting relationships.