Olivier Lawlor and Kristof Boucher
Investment advisors - Manulife Wealth Inc.
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About
Our team
Olivier Lawlor CIM®
Investment advisor | Manulife Wealth Inc.
Financial security advisor
Olivier Lawlor, a graduate and certified in securities at the Canadian Securities Institute, is part of the great family that is Manulife Wealth. Thanks to his leadership and entrepreneurship, he knows how to instill confidence in his clients. His philosophy is to offer outstanding service while drawing on his experiences to serve the clientele. This philosophy aims to build interpersonal relationships with clients in order to grow their assets in preparation for retirement.Olivier prioritizes transparency and honesty. Customer satisfaction remains his greatest pride. His many years as a real estate broker have provided him with the full potential sought by this branch of Manulife Wealth in Dorval, which stands out as the main office of Manulife Wealth in Canada in terms of assets managed for over 14 years.In his quest for perfection, his beginnings at Collège Jean-de-Brébeuf led him to continue his education at the University of Montreal in the Physics Department. Passionate about science and mathematics, he has adapted this knowledge base to continually pursue his professional training as an investment advisor and provide better financial security to his clients.
Kristof Boucher CIM®
Investment advisor | Manulife Wealth Inc.
Financial security advisor
Kristof Boucher is an accomplished investment advisor, recognized for his expertise and dedication in the financial sector. The completion of his Canadian Securities Institution (CSI) studies in 2019 marked the beginning of his journey towards excellence in financial advisory. In 2023, Kristof achieved the prestigious Chartered Investment Manager (CIM) designation, demonstrating his commitment to providing top-tier financial advice.With a client-centered approach, Kristof leverages his extensive knowledge of market trends and investment strategies to create tailored solutions that align with each client's financial goals and risk preferences. Recognized for his unwavering dedication to customer satisfaction, Kristof Boucher is a trusted partner for individuals seeking to optimize their investment potential and secure their financial future.
Diligence Wealth Management
Manulife Wealth
Under the leadership of Mr. Camille Estephan, Senior Investment Advisor, the branch is renowned for being the flagship office of the Manulife Wealth network in Canada for several years, in terms of assets under administration.Its performance is the result of the corporate culture that Mr. Estephan has instilled in all members of his team. Each of them has been carefully selected and trained in the spirit of rigorous discipline, meticulous work, and in-depth analysis that sets them apart from the competition.This approach provides real added value for both clients and advisors.
Manulife Wealth
For over 20 years, Manulife Wealth advisors (formerly Manulife Securities) have been helping Canadians gain confidence in their finances by offering personalized advice and strategies at every stage of their lives.As a client of Manulife Wealth, you benefit from the resources and expertise of Manulife, the global parent company.Since 1887, Manulife has been serving one in four* Canadians, and its assets under management and administration will exceed $1.3 trillion (US$1 billion) by the end of 2022+.We work with over 1,000± independent advisors across the country and are ready to help you invest in your future.
* Nota : Information accessible to the public.Source: https://www.manulife.com/content/dam/corporate/en/documents/investors/MFCSR2022Y1FR.pdf
Our services
Investments and asset management
Expertise: Specialized knowledge in finance and investment.
Personalized Objectives: Holistic wealth management, investment strategies tailored to individual goals.
Diversification: Risk allocation across various asset types based on risk capacity and tolerance.
Monitoring and Adjustments: Ongoing portfolio review, tactical adjustments as needed.
Behavioral Coaching: Emotional support during market fluctuations.
Retirement projections
Expertise: Specialized expertise in retirement projections.
Personalized Projections: Retirement projections tailored to individual needs and goals.
Comprehensive Analysis: Consideration of all factors impacting retirement savings.
Tax Optimization: Implementation of tax-efficient strategies for retirement savings.
Dynamic Adjustments: Regular reviews and adjustments to align with changing retirement circumstances.
Access to Tools: Utilization of advanced resources for accurate projections.
Fiscal strategies
Tax Efficiency: Strategic investments to reduce taxes and maximize growth.
Tax Loss Harvesting: Offsetting gains with investment losses.
Retirement Account Management: Optimization of contributions and withdrawals for tax benefits.
Ongoing Monitoring: Regular review and adjustment for tax implications.
* Establishing tax minimization strategies adheres to rules set by the CRA and may require the involvement of a certified accountant.
Corporations
Thorough Analysis : The overall strategy considers personal and professional financial goals to align personal and business finances for optimal wealth management.
Tax Optimization : Investment planning to maximize tax benefits for the individual and the business.
Asset Protection : Strategies to shield personal assets from business liabilities.
Estate Efficiency : Strategies for the smooth transfer of business assets, minimizing tax impact.
Capital Access : Advice on leveraging personal and business assets for expansion.
Risk management
Assess Risk Tolerance : Determine your comfort level with market fluctuations.
Portfolio Diversification : Spread investments across different assets to reduce risk.
Adjust Asset Allocation : Modify investments based on market conditions and goals.
Monitoring and Rebalancing : Regularly review and reallocate investments to maintain desired risk levels.
Stress Testing : Evaluate portfolio performance in various market scenarios.
Insurance Advisory : Recommend suitable coverage to protect against unforeseen events.
Contact us
1405 Trans-Canada, suite 200
Dorval, Québec, H9P 2V9
T: 514-421-7090
F: 514-421-8970
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