As a highly skilled financial professional with over two decades of industry experience, I hold an Honors Bachelor of Science degree from the University of Toronto with a double major in Economics and Applied Statistics. Equipped with this expertise, I am well-prepared to offer exceptional guidance to my clients. I am also proud to hold the Certified Financial Planner® (CFP®) designation since 2007, as well as a holder of the Chartered Investment Manager® (CIM®) designation, which reflects my commitment to upholding the highest standards of professionalism and ethics.
Additionally, being among the few individuals in Canada to hold the Certified Exit Planning Advisor (CEPA®) Designation, I bring a distinct expertise to guide entrepreneurs as they grow, protect and position their business for a successful transition.
Recognizing the ongoing challenges faced by clients in today's market, I am dedicated to providing personalized advice tailored to their unique needs. My goal is to empower individuals to make informed decisions, take control of their financial future, and "Live with Confidence!"
To be a trusted long-term partner in my clients' financial journey, by providing comprehensive guidance, through education, transparency and integrity.
Before providing you with financial advice, I firmly believe in investing ample time in understanding your unique life experiences, objectives, and aspirations. Only once I have a thorough understanding of your vision for the future and your specific needs, can we begin working together in partnership to develop a financial roadmap tailored to your specific requirements. This will ultimately empower you to achieve your goals with confidence.
With ongoing expert guidance and support, I will help you achieve financial success through regular plan revisions that evolve with your changing circumstances, continuous monitoring of your investments and the ever changing economic climate, to ensure that your entire financial portfolio is in continuous alignment with your goals. Let me handle the details, so you can focus on living a life of fulfillment.
My focus as your financial planner is to empower you and your family with the knowledge and resources necessary to make informed decisions regarding your financial future. Through education on financial planning, investments, and wealth management, I aim to help you take control of your finances and achieve your financial goals. With valuable insights shared through newsletters, blogs, and seminars, you can make better financial decisions and gain access to the tools needed to secure your financial future
Bogdan Stetic HBSc, CIM®,CFP®, CEPA
Financial Planner and Investment Advisor
Manulife Wealth Inc.
Life Insurance Advisor
Manulife Wealth Insurance Services Inc.
Tel: 289-337-8900 ex. 306
Fax: 289-337-8909
Toll Free: 1-866-719-6168
503-3027 Harvester Rd,
Burlington Ontario L7N 3G7
Bogdan Stetic and Manulife Wealth Inc and/or Manulife Wealth Insurance Services Inc. (“Manulife Wealth”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Bogdan Stetic or Manulife Wealth. The information in this communication is subject to change without notice.
Investment dealer dealing representatives (“Investment advisors”) registered with Manulife Wealth Inc. offer stocks, bonds, mutual funds and financial planning. Insurance products and services are sold through Manulife Wealth Insurance Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which company you are dealing with for each of your products and services
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