Our Advisors
Each of the Solguard Advisors is an experienced professional. Organizations of which our various advisors are members include...
- Advocis - The Financial Advisors Assocation of Canada
- Financial Planners Standards Council of Canada
Our Advisors
J. Mark Gouws, B.A., CFP, CLU, ChFC
Senior Financial Advisor, Manulife Wealth Inc.
Insurance Representative, Manulife Wealth Insurance Services Inc.
Mark offers securities through Manulife Wealth Inc., and offers life, disability, and critical illness through Manulife Wealth Insurance Services Inc..
Philosophy
I understand that sound decision making in your financial affairs is paramount to the quality of your lifestyle, now and in the future. My objective is to fully understand your current financial situation and then assist you in the design and implementation of a financial strategy that best meets the needs of your personal circumstances. We will then work closely together and monitor the ongoing progress of your unique financial strategy to help ensure that it continues to meet your needs well into the future.
Read More
Qualifications
A Certified Financial Planner and Chartered Financial Consultant with over 18 years of experience in the financial services industry.
Services
- Planning & Investing for your Retirement
- Retirement Income Strategies
- Wealth & Estate Preservation
- Tax-efficient Wealth Accumulation
- Investment Advice & Management
Phone: (250) 385-3636
Fax:
(250) 385-6361
Email:
Ken Johnston, Fin. Mgmt.
Senior Financial Advisor, Manulife Wealth Inc.
Insurance Representative, Manulife Wealth Insurance Services Inc.
Ken offers securities through Manulife Wealth Inc., and offers life, disability, and critical illness through Manulife Wealth Insurance Services Inc..
Philosophy
My goal is to be my clients' principal financial advisor. I offer my clients comprehensive financial advice and/or investment management expertise. The one constant in an individual's financial strategy should be their financial advisor, who takes them from the early stages of life, into retirement, and beyond.
Read More
Qualifications
Over 20 years experience in the financial services industry. Specializing in Retirement strategies, Tax and Estate options, and Investment strategies.
Services
- Retirement Strategies
- Investment Strategies
- Estate Options
- Tax Strategies
- Cash Flow Projections
- Insurance needs analysis
- Annuities
- Seminars
Phone:
(604) 688-9577
Direct Line:
(604) 416-0107
Toll-Free Phone:
1-800-663-0644
Fax:
(604) 688-7608
Email:
Michael Solnes, B.Com., CFP, CIM
Senior Financial Advisor, Manulife Wealth Inc.
Insurance Representative, Manulife Wealth Insurance Services Inc.
Mike offers securities through Manulife Wealth Inc., and offers life, disability, and critical illness through Manulife Wealth Insurance Services Inc..
Philosophy
After a thorough review of the client's circumstances, financial needs, goals and objectives, we will prepare a financial planning report, which follows the 6 step planning process endorsed by the Canadian Association of Financial Planners (2000). This will serve as a long-term 'blueprint' to ensure the clients' goals and objectives can be met wherever possible.
Read More
Services
I have been in the financial services industry since 1982, and specializing in personal financial planning since 1987. My area of expertise is in investment planning, retirement income planning and estate planning including tax related matters. I have served on the Board of the BC chapter of the Canadian Association of Financial Planners(2000) and am a former President of the Estate Planning Council of Vancouver(2002).
Phone:
(604) 688-9577
Direct Line:
(604) 416-0109
Toll-Free Phone:
1-800-663-0644
Fax:
(604) 688-7608
Email:
David Colter, BA, CIM, FMA
Associate Portfolio Manager, Manulife Wealth Inc.
Insurance Representative, Manulife Wealth Insurance Services Inc.
Dave offers securities through Manulife Wealth Inc., and offers life, disability, and critical illness through Manulife Wealth Insurance Services Inc..
Philosophy
The creation of a written, comprehensive financial guide can be the key to achieving your financial goals and objectives. Even more important than the selection of investment choices, a financial guide will provide you with a roadmap that will help you to determine where you are, where you want to be and how you can get there.
Given the uncertainty in financial markets, a financial guide can provide peace of mind and confidence in the knowledge that you can achieve your financial goals and objectives.
The guide will be provided to you with no obligation. An initial meeting of one hour is required to gather the necessary information, and a follow up meeting to present the plan will be required two weeks later.
Read More
Will provide advice on...
- Investment Options
- Retirement Strategies
- Risk Analysis
- Estate Options
- Tax Strategies
- Insurance Needs Assessment
- Cash Flow Statement/Projections
Services
- At least one annual face-to-face meeting to review investment strategy and update the financial guide to reflect any changes in your situation or changes in goals and objectives.
- A Quarterly newsletter.
- Periodic correspondence on issues or investment products appropriate to your situation.
Phone:
(604) 688-9577
Direct Line:
604-416-0108
Toll-Free Phone:
1-800-663-0644
Fax:
(604) 688-7608
Email: