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Most Efficient Way Possible?

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Make the best financial decisions for your future

Helping you to achieve your goals by providing unbiased financial advice, so you can make informed financial decisions that you can feel confident in. When you work with an independent, experienced Advisor, it means you gain access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. Let us help you reach your goals now, and in the future.

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Jonathan Lavoie

Investment Advisor, Manulife Wealth Inc.

Since he started out in the industry, Jonathan Lavoie has distinguished himself year after year through his dedication to his work, his long-term vision and his constant desire to go the extra mile for his customers. He operates from Manulife Wealth's largest office in Canada.

He is a professional in wealth management for high-net-worth individuals, management companies and family trusts, for both working professionals and retirees. His approach is clear: offer an objective, independent perspective while staying on top of new financial strategies.



A tailored experience

Your financial needs and goals are unique, that is why we strive to provide our clients with a custom and personalized approach to their financial strategy. Backed by trusted experience and expertise, we focus on developing the right solutions for you, at the right price.


Who we help.


Individuals & Families

Individuals and families seeking customized solutions to ensure they plan, build and transfer their wealth securely.


Businesses

Small to large companies looking to grow their wealth, retain employees, and ensure the longerm success and cash flow of their company.  


Professionals

Professionals at any stage of their careers looking to streamline investments and assets to better focus on their unique practice, succession plans or tax-saving strategies.


✉ Start the Conversation today ➥


Services & Solutions

Our expansive product offering provides our clients with a comprehensive suite of quality options tailored to fit their financial goals and advanced investment needs.


Investment Solutions

Sound financial advice makes all the difference. We believe in providing hands-on expertise and tailored solutions to help build and protect your wealth for generations.


Retirement Planning

Navigating the complex world of retirement planning is challenging. Get the guidance you need as you approach retirement, enter it, or live it every day, to maximize your government benefits and retirement income.


Tax Planning

Paying too much tax hurts. We can help identify strategies that will help you minimize the amount of tax paid for yourself or your business.


Business Solutions

Whether you are a small or large business, we will meet with you to assess your needs and explain your options to ensure the best growth and security for your business and Key employees to help further your personal financial goals.


Group Plans

Increase loyalty for your business while retaining the best talent with cost effective and tax efficient plans that can help protect employees, minimize turnover and increase satisfaction.


Banking Solutions

In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.


Financial Tools & Calculators

We are here to help. Contact us to help explain your results and what they mean for your situation.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford and estimate what your expected payments may be.


These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate, or complete or that it will be compatible with your computer.

Your peace of mind deserves the best attention.

As the largest Manulife Wealth office for Assets Under Administration* in Canada, Diligence Wealth Management is known for their exceptional performance, rigorous holistic and personalized approach, meticulous in-depth analysis and careful daily monitoring of each portfolio that sets them apart from the competition. 

Learn more about Diligence Wealth Management

Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S., Asia and Europe, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.

LEARN MORE ABOUT MANULIFE WEALTH INC.LEARN MORE ABOUT MANULIFE INVESTMENT MANAGEMENT


*  $9 Billion Assets under administration as of October 10, 2024


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Jonathan Lavoie

Manulife Wealth Inc.

725 Boulevard Lebourgneuf #420,
Quebec, Quebec G2J 0C4

Direct: 418-392-0501
Branch: 581-873-5188
Fax: 581-491-1199