$12 B
In assets under administration by
Diligence Wealth Management*
Largest
Branch under
Manulife Wealth Inc.
20+
Years of experience
as of March 2024
Markus Boudreau
Senior Investment Advisor, MANULIFE WEALTH INC.
Financial Security Advisor, Manulife Wealth Insurance Services Inc.
Markus began his career in wealth management at just 19, earning his Canadian Securities Institute credentials early and learning directly from seasoned mentors. Today, he offers disciplined, objective investment guidance backed by the strength and stability of Manulife Wealth Inc.
His practice focuses on business owners, wealthy professionals, and families, including their private corporations, trusts, and estates. This specialized focus allows Markus and his team to deliver sophisticated, integrated wealth strategies tailored to each client’s goals.
His mandate is simple: to provide a holistic, unbiased approach and to ensure that no detail is overlooked in helping clients build, protect, and transition their wealth with confidence.
Our clients
- Business owners
- High professionals
- Retirees
- Private corporations and families
Building your family legacy
We operate as a true partner. Rather than selling products, we provide objective advice, clear communication, and a disciplined wealth strategy focused on your goals.
Our role is to simplify complex financial decisions and ensure every recommendation fits within the broader picture of your life, business, and family. Whether you’re preparing for retirement, building a legacy, or protecting wealth for the next generation, we’re here to guide you with care and precision.
Our success is aligned with yours; we build long-term relationships on trust, transparency, and measurable results.
Our mission
Every day, we work alongside clients to explore strategies for their financial future, considering family priorities, timelines, and risk. We stay accessible and responsive because timely guidance matters.
Our mission is to offer clarity and confidence through each stage of your financial journey. We believe that strong relationships are built on consistent communication, disciplined execution, and an unwavering focus on results. Behind every portfolio, there’s a plan, one designed to evolve as your life and goals change.
Our values
ACCESSIBLE
We’re committed to being available and responsive, ensuring clients always have our full attention.
TRANSPARENCY
We communicate openly and clearly, so you can make informed financial decisions with confidence.
DILIGENCE
We approach every detail with precision and care, holding ourselves to the highest professional standards.
AUTHENTICITY
We offer advice rooted in objectivity and education, not product sales, because your trust matters most.
TRUST
We build lasting partnerships founded on honesty, respect, and shared success.
Promise of guidance
Our team is committed to providing superior service through attentive follow-up and frequent communication. We schedule regular meetings to review your needs and adjust our approach as life and markets evolve. Our goal is simple: keep you informed, confident, and always moving toward your objectives. Our meetings will offer:
In-depth overview
We take the time to understand your goals, values, and financial picture through detailed analysis and open dialogue.
Tailor-made goals
Together, we define measurable priorities, near-term goals and long-term ambitions, translated into a clear strategy.
Ongoing support
We stay by your side at every stage, reviewing progress and making proactive adjustments as your needs evolve.
Relationships built on trust
We believe lasting results come from collaboration, transparency, and advice grounded in your best interests.