Milan Popadich

Milan Popadich

CFA, MBA

Investment Advisor, Manulife Securities Incorporated
Insurance Advisor, Manulife Securities Insurance Inc.

Life is a Journey


I am often asked:

 

"How much do I need to retire?"

 

"How can I achieve my goals?"

 

"How do we get started?"

 

I am an experienced professional with more than 25 years in the financial services industry, including 9 years advising clients on how to reach their goals. I work with individuals, professionals, business owners, and retirees, helping them define what is important, reviewing their options and ensuring they make informed decisions.

 

I have a real passion for helping people reach their goals, and I welcome the opportunity to help you too. 

 

Call me soon and let's get started!

 

Milan

 

Ask Milan

What would you like to do?

 

Your wealth plan starts with your goals and your dreams. What is important to you? Which route should you take? Which advisors do you need?

 

A well thought out plan requires attention to five key disciplines: Building, Protecting, Managing, Enjoying and Gifting. Taken together, we can plot the best route to your destination.

Build

Build or maintain wealth with investments and investment-oriented insurance products.

Borrow to buy or leverage growth.

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Protect

Protect your goals with insurance to ensure income and assets are immune to unexpected events.

 

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Enjoy

You've reached your goal, now enjoy it. Buy a home/cottage, travel, or generate retirement income.

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Manage

Manage your wealth from start to finish. Let's make a plan, monitor progress and make adjustments along the way.

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Gift

You have more than you need and you can't take it with you. What are your options?

 

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Services

Planning projections for individual goals

Investment Policy Statements (IPS)

Asset Allocation

Portfolio Construction and Rebalancing

Individual stock portfolios

Investment recommendations

Insurance needs analysis

Progress Reviews

Tax Efficiency (often requires a plan analysis)

Thoughtful, proactive, caring

Easily reached by phone or email

 

Ask Milan