Harbs Gill
Investment Advisor, Manulife Securities Incorporated
Specializing in medical professionals and families looking to manage and grow their investment assets, my clients come from different fields of speciality, but all have one thing in common-they simply do not have the time to manage their wealth on a daily basis.
Building custom solutions for each individual client or client family is the cornerstone of my practice. Integral to the selection process is the involvement and full understanding of each individual clien , fostering confidence and comfort moving through the various market cycles.
And simply being able to show returns, as the underlying investments begin to grow and bear fruit.
Being an industry veteran, with over 15 yrs experience of managing wealth in the markets, the main reason for my success, has been the ability to understand my client and his or her specific and unique needs.
This is most important aspect to being an investment advisor, simply spending the time to be able to get to know someone, to be able to correctly identify the appropriate investments.
Most people come to me with a basket of investments built up through the years, often spread out over several institutions and with little or no structure or financial strategy in place.
Our first task is often to simply explain and help the client understand what they currently own and the implications and benefits of their current holdings.
A client once told me, that she was amazed how a meeting, simply changed the way she had viewed her investments, and that she no longer lived in fear of her statements arriving.
I would say my main strength is to be able to take complex financial situations and structures and to be able to simply explain and educate my clients to the point where they are comfortable with their holdings.
My process begins with a full no obligation review and discussion of your current holdings.
We do not charge any fees for this service.