Life Insurance Advisor, Manulife Securities Insurance Inc.
Michael Raimondo has been providing advice and solutions to his clients since 1994. His business is built on creating long lasting relationships with his clients, and providing unique solutions through their life stages. Michael’s focus is wealth management and estate and tax planning for both individuals and business owners.
Raimondo Wealth Management assists high net worth individuals, business owners, not-for-profit organizations and estates with investment advice, wealth planning and insurance solutions. We are fully committed to building solid relationships with those who turn to us for advice and producing the best possible results by integrating your life goals with appropriate, and personalized, wealth management strategies.
With the philosophies of preservation of capital, creating income and realizing consistent returns, Michael provides strategies by integrating brokerage offerings, wealth planning ideals and insurance solutions.
Michael is also the business owner of Raimondo Wealth Management through our partnering with Manulife Securities Incorporated at 25 Church St., St. Catharines, as well as offices in Cambridge, Caledonia, and most recently, Ancaster. These offices house 16 of the most respected Advisors, and up to 7 support staff providing sound advice to investors.
Michael's passion for assisting his clients is evident through the numerous awards Michael has, and continues to receive. Michael ranks in the top 2.5% of Manulife Securities Advisors across Canada consistently, he has been an esteemed recipient of the Circle of Excellence since joining Manulife Securities Incorporated in 2007 as well as the President's Circle multiple years.
Manulife Securities Incorporated
Alison Stewart has been working in the financial services industry since 2003. She has a plethora of experience in both lending and investing, and works as the Financial Advisor Associate to Michael Raimondo, Raimondo Wealth Management.
Alison started with the banks back in 2003/2004, and worked her way up through the channels to become a Financial Advisor working in various locations throughout Niagara. Alison continues to update her education on a regular basis recently completing her Canadian Securities Course.
Alison started her career with the 'big bank's' but joined Raimondo Wealth Management in 2012. Alison provides support to all clients within Raimondo Wealth Management, working side by side with Michael to ensure every experience is one tailored to each client's needs and priorities.
Along with Michael, Alison strives to ensure each client is provided the full services available, following up on any outstanding strategies that have yet to be undertaken. Taking her direction from Michael, Alison will follow up with clients in relation to any current activities that are being implemented, future appointments and any other needs as deemed suitable through the contact management system set up for each unique client.