Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
Bogdan Stetic, HBSc, CIM®, CFP®
Financial Planner
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    • Home
    • About Us
    • Our Services
      • Your Business
      • Financial Planning
      • Estate Planning
      • Investment Management
      • Risk Management
    • Forms & Links
    • FAQ
    • Contact Us
    • From around the Web
    • Client Login
  • Home
  • About Us
  • Our Services
    • Your Business
    • Financial Planning
    • Estate Planning
    • Investment Management
    • Risk Management
  • Forms & Links
  • FAQ
  • Contact Us
  • From around the Web
  • Client Login

Managing your Money

Investing can seem like a daunting task, with its complex and ever-changing nature. Our mission is to provide you with peace of mind and structure in your investment journey, regardless of your level of experience. We follow a clear process to build a tailored portfolio that fits your unique needs and goals.

Contact Us Today

Our Investment Management Approach

It Starts with You

Every client is unique. Our investment strategy begins with truly understanding the you. We review your objectives in terms of risk,  time horizon, need for income, current tax situation, as well as your investment knowledge and experience.  Only, once we have a deep understanding of you and your unique situation is when we can begin to create a strategy.  

Choosing the right mix

 Our personalized investment approach is designed to provide you with maximum benefits and the lowest amount of volatility, based on your unique needs. We carefully select investment solutions  from our broad product shelf, that is not limited to any one company or product type. This ensures that we can create a portfolio to match your individual expectations, and not match your expectations to an individual portfolio. With our tailored approach, you can rest assured that your investment strategy is customized to you.

Picking the right investment solution

Once we have a good understanding of your needs and objectives we will structure a portfolio utilizing a tailored approach unique to you, with some of the following products:

  • Mutual Funds and Exchange Traded Funds
  • Stocks
  • Bonds
  • Separately Managed Accounts
  • Alternative investments
  • Annuities
  • GIC's and structured products

Regardless of your level of knowledge, experience or overall objectives, we can build a portfolio that suits your needs.  

Understanding your Investment Choices and Learning More

 Guidance is the foundation of our practice.  We understand that you've worked hard to accumulate your wealth, so we take the time to ensure that you fully understand how your money is being managed, and that you clearly understand the product that we are recommending to you. We believe that every question is worth asking and no concept is too simple to explain. Our responsibility is to ensure that you have a complete and comprehensive understanding of your investments regardless of your level of experience in the markets. 


Ongoing Monitoring and Rebalancing

Once your portfolio is built, the work does not stop for us.  Through continuous monitoring and regular contact, we review your objectives and investments to make any necessary adjustments, ensuring your investment strategy continues to be optimal. Our goal is to guide you through the complex world of investing and make it as easy and stress-free as possible. 


Want to Know More?

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Investing Learning Corner

IIROC - Know your advisor Report
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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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