McMichael Canadian Art Collection gallery in Kleinburg, Ontario, where Gianluca Folino serves private wealth management clients

Kleinburg Private Wealth Management

Book a free 30 minute consultation and portfolio review below.

Working with clients in Kleinburg

Kleinburg private wealth management, delivered by a Senior Wealth Advisor at Manulife Wealth. Kleinburg is a village in the north of Vaughan, and private wealth clients here are served through private wealth planning, discretionary-style portfolio management, retirement income planning, tax-efficient investing, and estate and insurance planning. Meetings are usually held by video call, with in-person private wealth meetings at the Mississauga office when preferred.

Meetings are held by video call or by phone, or in person at the Mississauga office at 3 Robert Speck Pkwy. There is no separate branch office in the areas listed on this site.

5 Star Rating on Google

40+ reviews

Who the practice works with in Kleinburg

Kleinburg households with concentrated property wealth seeking private wealth management
High net worth families in Kleinburg coordinating private wealth planning across corporate, personal and trust accounts
Business owners in Kleinburg planning a transition, succession or sale
Incorporated professionals and executives needing tax-efficient private wealth and investment management
Retirees and pre-retirees in Kleinburg building reliable retirement income
Families arranging estate planning, wealth transfer and insurance planning in Kleinburg

Services

About the Kleinburg area

Kleinburg is a village within the City of Vaughan, north of Highway 407 along Islington Avenue. It is one of the highest-value residential pockets in York Region, which is why so much of the private wealth management work here centres on property equity, holding companies and intergenerational wealth transfer rather than on a single investment account.

Private wealth management in Kleinburg is a coordinated service rather than a product. It brings together wealth planning, investment management, retirement income planning, tax-efficient investing, estate planning and insurance planning under one advisor, so that the private wealth strategy holds together as circumstances change.

Kleinburg private wealth clients are served by video call, or in person at the Manulife Wealth office at 3 Robert Speck Pkwy Suite 200 in Mississauga, roughly a thirty minute drive south along Highway 427 and Highway 407.

Gianluca Folino, Senior Wealth Advisor at Manulife Wealth Inc.

Senior Wealth Advisor, Manulife Wealth Inc.Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

Gianluca Folino is a Senior Wealth Advisor with Manulife Wealth Inc., providing financial advisory and investment services to clients across Mississauga, Oakville, Vaughan, Kleinburg, Toronto, and the GTA.

Gianluca holds a Chartered Investment Manager designation and has extensive knowledge in portfolio development, investment risk management, financial modeling, and thematic application.

Through his experience, he has built a macro-aware investment philosophy that focuses on bottom-up decision making to capitalize on opportunities throughout the economic cycle. He is a dean's list graduate, with distinction, from the Schulich School of Business at York University. He has an Honours BBA with a dual specialization in Finance and Economics.

When he is not analyzing economic data and reading financial statements, Gianluca enjoys helping entrepreneurs with their business, playing foosball and tennis, and spending quality time with his close family and friends.

By operating independently at Manulife Wealth Inc., Gianluca is not limited to any one company's investment products or solutions. Different from other advisors, Gianluca is able to choose from a variety of investments around the world allowing him to uniquely serve each client's needs.

“You need an advisor who is financially aware and emotionally rational, one that is continuously developing and challenging their understanding of the markets, and who finds personal meaning and fulfillment in their work for others.”