The Advisor you can Trust
Home
Investment Approach
As an Investment Advisor I help my clients with various personal financial issues through proper planning, which includes but is not limited to these major areas: cash flow management, education planning, retirement planning, investment planning, risk management and insurance planning, tax planning, estate planning and business succession planning (for business owners).
I employ a structured approach to investing by developing and implementing customized portfolios. I work closely with my clients to gain an understanding of their investment knowledge, experience and risk tolerance. My clients understand they must communicate their investment needs on a regularly basis. Matching this information with the correct mix of investment solutions provides the foundation for investment success.
Val began to work as a professional advisor in 2001 and is currently proud to be part of the Manulife Securities team.
Specialties:
- Conservative management style based on client's needs and objectives.
- Comprehensive wealth management
- Investment, retirement, estate planning
- Inter-generational wealth transfer
- Tax minimization strategies
- Charitable giving
- Insurance services*
Disclaimers
*Insurance products and services are offered through Manulife Securities Insurance Inc. (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents.
Manulife Securities and the block design are registered service marks and trade marks of The Manufacturers Life Insurance Company and are used by it and its affiliates including Manulife Securities Incorporated and Manulife Securities Insurance Inc.
The information contained herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not appropriately licensed or registered or where any Product or Service is not eligible for sale. Details are available on request.
Valeriu Sorin Novac and Manulife Securities Incorporated and Manulife Securities Insurance Inc. ("Manulife Securities") do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Valeriu Sorin Novac or Manulife Securities. The information in this communication is subject to change without notice.
Val Sorin Novac B.Eng, MBA, CIM
Investment Advisor Manulife Securities Incorporated
Financial Security Advisor Manulife Securities Insurance Inc.
Contact us anytime! We look forward to hearing from you.
The highest compliment my friends and clients can give me is the referral of their friends, family and business associates.
Manulife Securities Incorporated is a Member CIPF
