Happy and Merry Holidays

Pictured: John Gleeson, Dr. F. Michelis (Allo BMT Program), Nicole Loveman, Rob New, Richard McIntrye (CEO Manulife Wealth)

2024 has been a productive year for the Clients’ Edge Wealth Team. Thank you for your support and patience as we navigated our system transition to partner with Manulife Wealth.

In celebration of our new partnership, we had a very special meeting this week with the Princess Margaret Cancer Foundation in Toronto. Clients’ Edge Wealth and Manulife Wealth combined forces to donate $100,000 to Allo BMT Program at Princess Margaret, which focuses on Blood Cancers and Stem Cell transplants. The Princess Margaret hospital and this program have an important significance to the Clients’ Edge Wealth Team.

Our Client’s Financial Success is our Mission! We believe others have prepared the roads we now travel, and we are happy to aid in that endeavour and grateful to give back to our community.

Philanthropic Endeavours:

At Clients’ Edge Wealth, we provide a holistic wealth experience which includes, investment, retirement, and philanthropic advice for our personal and corporate clients.

If you are interested in adding a philanthropic aspect to your wealth planning, please reach out to us to discuss Donor Advised Funds. This is a great way to support ongoing cause that are meaningful to you, while also providing timely tax incentives.