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:
Kyle started in the financial planning industry in 1996 and has over 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
Other Education
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.
Email : Kyle.Harris@manulifewealth.ca
Cell : (778) 865-5662
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
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.
Email : jmzielke@shaw.ca
Cell : (604) 916-0811
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@manulifewealth.ca
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.
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.
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.
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.
Senior Investment Advisor,
Manulife Wealth Inc.
Life Insurance Advisor,
Manulife Wealth Insurance Services Inc.
Business: 604.795.5539
Cell: 778.865.5662
Fax: 604.795.5364
Toll Free: 1.888.302.9066
Insurance Advisor
Manulife Wealth Insurance Services Inc.
Administrative Assistant
Manulife Wealth Inc.