Hi there,
the term Financial Management may be more related to financial
accounting sometimes, thus wealth management will be more
appropriate, or even financial planning. In a nutshell, it is about
the creation, management and preservation of wealth.
In the past, insurance products selling formed the bulk of the
nature of the business, however the landscape has much evolved as
we deal more in the provision of a total customized solution to
meet the financial goals of our clients. Some of the solutions
include personal risk management, investment planning, business
risk management as well as estate planning.
We represent Manulife Financial, which is a leading Canadian-based
financial services group serving millions of customers in 19
countries and territories worldwide. Operating as Manulife
Financial in Canada and Asia. We were recently conferred the "AAA"
rating by Standard & Poors.
