Jeanine Perzan

Consultant en gestion privée de patrimoine

Portrait of Jeanine Perzan

Ce profil est publié en anglais seulement.

As a Manulife Private Wealth Consultant, Jeanine focuses on relationship management to support advisors and affluent clients seeking a unique platform of services that include investment management, private banking and tax and estate planning; an all-in-one comprehensive offering. Jeanine leverages her financial services experience to help advisors in delivering value-added services to their high-net-worth clients. By working closely with advisors to assess the specific needs of their clients through a holistic discovery process, she is able to present personalized Manulife Private Wealth solutions.

Jeanine has close to 14 years of experience in the financial services industry as a wholesaler in some of Canada’s leading firms. She joined our team in 2017 and is helping expand on Manulife Private Wealth’s presence and trusted personal relationships with advisors. The insights and expertise gained from her past experiences enable Jeanine to understand the variety of options available to affluent clients and to provide advisors with practical and relevant alternatives.

Jeanine is a graduate of the University of Regina where she gained her Bachelor of Business Administration, majoring in finance.

In her spare time, she enjoys running, traveling and spending time with her family.

Gestion privée Manuvie offre aux clients la même approche pour la gestion de patrimoine que celle qu’utilise Manuvie pour investir dans son propre bilan. Obtenez des solutions de gestion de patrimoine sur mesure et intégrées pour atteindre chacun de vos objectifs financiers. Pour en savoir plus, communiquez avec votre conseiller ou avec Gestion privée Manuvie dès aujourd’hui.