Albert Assaf in

Albert Assaf

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Financial Security Advisor at Manulife Securities Insurance Inc
📍 Montreal, Quebec, Canada

Albert is a Senior Investment Advisor with Manulife Wealth, where he is part of the largest team in Canada by assets under administration. With over 20 years of experience, he provides bespoke financial services, specializing in investments and intergenerational wealth transfers. Albert is a graduate of HEC Montréal.

He strongly believes in building relationships based on good old-fashioned human rapport, ethics, honesty, and integrity. His professional headline proudly identifies him as a "Fortunate Father of Twins," indicating that family is a core part of his identity and values.

His team, Diligence Wealth Management, emphasizes a deep respect for their clients family traditions and aspirations.

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Experience
23 Years
Current Role
Financial Security Advisor
Location
Montreal, Quebec, Canada
Personality Overview

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Communication Style
Decision Approach
Work Preference

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Priorities

Topics Albert cares about

Ethical Financial Planning
His profile and team's mission repeatedly emphasize a strong code of ethics, integrity, and building relationships based on trust.
Intergenerational Wealth
A stated specialty, he focuses on complex wealth transfers for a select clientele, aligning with his team's focus on family traditions.
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Career

Work history

5-2017
Financial Security Advisor
Manulife Securities Insurance Inc
7-2008
Senior Investment Advisor
Manulife Securities Incorporated
1-2003 - 7-2008
Investment Advisor
Berkshire Securities Inc.
In the press

Media appearances

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Education
Business Administration and Management
HEC Montréal
Social presence
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Behavioral profile

DISC profile (public)

DISC behavioral profile

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