" Fred, with whom we have been doing business with for several years, is not only a consummate professional; he also knows how to obtain excellent results, as proven by the fact that our assets have increased significantly. Very approachable, he shows great simplicity, and his clear explanations make financial matters easy to understand."
"We’d like to share our experience with Fred, our financial advisor and now our very good friend. We have full confidence in the way that Fred has invested our retirement assets. We have been with him since 2013 and have appreciated his planning approach. We feel very comfortable recommending Fred to anyone looking for good financial advice. "
"Our company has been a customer of Manulife since the start of 2020. Caroline and her team were very efficient and always available during the transition time from another company, all the while tolerating the global pandemic to boot! Whenever we had a problem or we needed a question answered, she either managed it herself or we were promptly put through to another team member. Very happy with the guidance and advice from this team!"
"Ms. Caroline Daigle is a wonderful plan advisor. She was able by her professional experience and skills to provide our group the best deal when it was time to renew our previous policy. Caroline will go out of her way to offer the best guidance and service and accommodate the specific needs of the group insurance as well as the individual members’ insurance needs. From experience, Ms. Daigle is a very reliable advisor and when she promises, she delivers !!!"
"Fred asked the right questions and listened to our needs right from our first meeting. He gave us recommendations while still explaining all of our options which made us know he is here to help us reach our own financial goals. Anytime we might have a question he’s happy to answer it, or if a form needs to be signed he meets us based on our schedule. He is truly someone we can trust having our best interests in mind!"
Wealth Harvest Group
Life is about choices.
The choices you made last week.
The choices you made last year.
The choices you made ten years ago.
These choices have brought you where you are today. Some choices were good, some not, some you’ll never know.
Choosing a financial professional requires research and serious thought. Does this person have your confidence and trust? Does this person listen to you and understand your goals?
You’re on our website, so take a few moments to see if we may be able to help you. If so, please call and we’ll start the conversation.