DIMITRI LAPPOS

Wealth Management

MY ACCOUNT NEW CLIENT
" Only when the tide goes out do you discover 
who's been swimming naked. "
                                            — Warren Buffett

Asset Consolidation

Many Canadians have investment accounts at multiple institutions giving (or not giving) them different perspectives on how they should be invested. Putting all your eggs in one basket is not ideal, however at Manulife Securities Incorporated, investors can be well diversified in a portfolio built with diversity and objectivity all under one roof. Imagine one single point of contact to call with questions and one team on your file, including you in the process each step of the way. 


Precise 

Objective and unbiased. Verifiable. Fast. Simple.
 
Manulife Securities Incorporated is one of Canada's foremost independent investment dealers. Our team of fully licensed advisors can sell any investment product from any company. (Included: Individual stocks, individual bonds, mutual funds, GICs, etc). 



Integrated

Integrating multiple professionals under one roof. 
Investments, retirement income, and estate.
My team and I place ourselves at the right hand of your financial needs, so instead of knocking on multiple doors searching for the right advice from the right individual, call our number and get the help you need, quickly. 

Personalized

One individual backed by a team of professionals. 
Tailor-made advice to fit your needs.
Each individual is unique and cookie-cutters should never be the solution. Dimitri oversees the process from start to finish to ensure the result is tailored to your financial objectives. Other professionals may be included in your case, however he accompanies the client to any additional meetings. In addition, our team will never be promoted or relocated, so if you like stability, objectivity and full service, you’ve come to the right place. 


Dimitri Lappos

Investment Advisor

My career as an investment advisor began in 2014 when I was recruited by Manulife Securities Incorporated, and I immediately went on to obtain many designations including the CSC, CPH and WME. My approach to wealth management is centered around efficient growth via integrated investment planning, retirement income planning, and estate planning strategies. 
CONTACT ME

    SERVICES

TELL ME WHO YOU ARE
TELL ME WHAT YOU WANT

I’LL GIVE MY UNBIASED PROFESSIONAL OPINION 
WE WILL BUILD A STRATEGY AND EXECUTE
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