As someone who would work tirelessly for you and your family,
I'd like to help, if I can, and to that end here's what I am offering:
A cup of coffee and a second opinion
It’s not just about money—it’s about your entire life.
Money is just fuel for living the life you want, and it is our goal to help you achieve that life.
When the markets turn volatile and confusing, even the most patient investors may come to question the wisdom of the investment plan that they've been following.
At Manulife Wealth Inc. we've seen a lot of difficult markets come and go over the years, and we can certainly empathize with people who find the current environment troublesome and disturbing.
By appointment, you're welcome to come in and sit with me for a while. I'll ask you to outline your financial goals - what your investment portfolio is intended to do for you. Then I'll review the portfolio for and with you.
If I think your investments continue to be well suited to your long-term goals - in spite of the current market turmoil - I'll gladly tell you so, and send you on your way. If, on the other hand, I think some of your investments no longer fit with your goals, I'll explain why, in plain English. And, if you like, I'll recommend some alternatives.
Meet David
Since 1998 David has been helping families and businesses in Windsor and Essex County plan for and manage their financial affairs.
Business Owners
David J. Orchard works with business owners and their accountants to ensure that all options are being reviewed and considered.
Client Centre
Your financial life doesn’t have to be complicated. Bookmark this helpful page for your one-stop-shop for your financial tools and Resources.