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20 years of helping you 

meet your goals

Meet the team

What is the value of financial planning? 

According to a study commissioned by the Financial Planning Standards Council (FPSC) 1,
Canadians who work with a financial planner to create a comprehensive financial plan enjoy the following benefits:

  • More on track with their financial goals and retirement plans
  • Have improved their ability to save in the past five years
  • More confident that they can deal with financial challenges in life
  • Better able to indulge in their discretionary spending goals

1 http://www.fpsc.ca/value-financial-planning

Meet your Team

Kyle Harris, CFP Photo

Kyle Harris, CFP

Investment Advisor
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Kyle Harris, CFP

Investment Advisor
Manulife Securities Incorporated

Kyle started in the financial planning industry in 1996 and has close to 20 years of experience working in the banking and credit union environment as an Investment advisor. He provides investment advice to his clients focusing in the areas of long term financial planning and risk management planning.

Prior to being an investment advisor, Kyle lived and schooled in Israel, UK and Canada and played college soccer and tennis in California. Kyle lives in the Tri-cities with his wife and 3 children.

Degrees and Designations

  • Certified Financial Planner (CFP)

Other Education

  • Canadian Securities Course (CSC)
  • Professional Financial Planning Course (PFPC)
  • Conduct and Practices Handbook (CPH)
  • Wealth Management Essentials Course (WME)

Industry Associations

Kyle is a member in good standing of the following professional organizations and adheres to their respective codes of ethics and standards of conduct.

  • Financial Planners Council (FPSC)
  • Insurance Council of BC
  • Advocis - The Financial Advisors Association of Canada

Email : Kyle.Harris@manulifesecurities.ca
Cell : (778) 865-5662

Joan Zielke, CFP Photo

Joan Zielke, CFP

Insurance Specialist
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Joan Zielke, CFP

Insurance Specialist

Joan Zielke is an Insurance Advisor who specializes in life, disability and critical illness insurance. She is a Certified Financial Planner with over 25 years in the financial services industry. She is passionate about using her knowledge to help clients  financially protect their families whether through life insurance, maintaining income in the event of a disability or illness, protecting their estates from excessive taxes or leaving an inheritance to family, friends or charities.

Joan has lived in Coquitlam with her husband, Doug, for over 20 years and enjoys all of the wonderful wildlife, the great walking trails and the close knit community. 

In her spare time, she volunteers with an organization called Soroptimist, whose goal is helping local women and girls in need.  Her hobbies include quilting and it gives her great pleasure to donate her quilts to the Neonatal Intensive Care Units of local hospitals.

Degrees and Designations

  •  Certified Financial Planner (CFP)

Industry Associations

Joan is a member in good standing of the following professional organizations and adheres to their respective codes of ethics and standards of conduct.

  •  Financial Planners Council (FPSC)
  •  Insurance Council of BC

Email : jmzielke@shaw.ca
Cell : (604) 916-0811

Sandra Harris Photo

Sandra Harris

Associate
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Sandra Harris

Associate
Manulife Securities Incorporated

Sandra returned to the financial services industry after working in public practice accounting for several years. She worked for 5 years as an executive assistant for an independent investment advisor prior to leaving the industry to raise her family.

Sandra lives in the Tri-Cities with her husband and 3 children. When she isn’t busy with work, family, volunteer work and school, Sandra loves to travel with her family and is an avid reader.

Email : Sandra.Harris@manulifesecurities.ca

Mary-Kate Mitchell Photo

Mary-Kate Mitchell

Administrative Assistant
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Mary-Kate Mitchell

Administrative Assistant
Manulife Securities Incorporated

Mary-Kate Mitchell has been in the financial services Industry for over 25 years.  She started in the insurance industry and later added the investment side to her experience. She is well-versed in the Administrative side of the Industry having worked as both an assistant and in the back office role at various times.

Mary-Kate has made her home in Chilliwack for the past 17 years raising 2 daughters.  She spends her leisure time enjoying many outdoor activities including hunting, fishing, boating, motorcycling and camping as well as travelling.

Email : Mary-Kate.Mitchell@manulifesecurities.ca

Our Services

Investments

For every stage of your life, whether you are just starting to save, saving for your retirement or enjoying your retirement, we can help you meet your financial goals.

Products and services include:

  • Stocks
  • Bonds
  • New issues
  • Fee-based wrap program
  • Mutual funds
  • Self-directed plans
  • Masters Private Account Program
  • Group RRSPs
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Money products: daily interest, GICs, RRSPs, RESPS, RRIFs, TFSAs and LIFs
  • Monthly savings plans
  • Systematic withdrawal plans
  • Other specialty investment products

Insurance Solutions

Whether you are looking for family protection, estate preservation or investment solutions, we can help you in choosing the right products to achieve financial peace of mind for every stage of your life.

Products and services include:

  • Segregated funds
  • Life insurance: term, whole life, universal life
  • Disability insurance: income replacement, accident and sickness, overhead protection, loan protection, buy-sell
  • Critical illness insurance: enhanced and basic plans
  • Long-term care insurance: facility and home coverage
  • Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
  • Health care benefits for individuals and associations
  • Annuities: term certain, life

Banking

Whether you are looking to buy your first home, trying to juggle the financial demands of family and career or looking to enjoy your retirement, we have banking products that can help you meet your needs. Banking products and services are offered through referral.

Products and services include:

  • Banking, loan and mortgage products
  • Telephone and online banking
  • Money products: daily interest accounts, high interest savings, GICs, RRSPs, RRIFs, and LIFs

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Getting Started is Easy

Kyle Harris, CFP

Senior Investment Advisor,
Manulife Securities Incorporated
Life Insurance Agent,
Manulife Securities Insurance Incorporated


Contact:

Business: 604.795.5539
Cell: 778.865.5662
Fax: 604.795.5364
Toll Free: 1.888.302.9066

Email:

kyle.harris@manulifesecurities.ca


Joan Zielke:

Insurance Specialist

jmzielke@shaw.ca
(604)916-0811

Mary-Kate Mitchell:

Administrative Assistant
Manulife Securities Incorporated

Mary-Kate.Mitchell@manulifesecurities.ca

Sandra Harris:

Associate
Manulife Securities Incorporated 

Sandra.Harris@manulifesecurities.ca

Call 604-795-5539