Profile
“Success is when we resolve a client’s issue, and they feel supported and genuinely happy with the outcome”
George Louca,
3LANE Finance
Georges Achkar is a senior investment advisor at Manulife Wealth, as well as a Certified Financial Planner (CFP) and a Fellow of the Canadian Securities Institute (FCSI).
His role involves balancing leadership, mentorship, and client advisory work. As managing partner at Diligence Group (the largest Manulife Wealth branch in Canada), he oversees $10 billion in assets under administration.
Achkar has delivered consistent success, evidenced by him being recognized by Wealth Professional as a 5-Star Advisor 2025, making it the third year in succession that he has received the honour. However, he is most proud of the legacy he leaves with both clients and colleagues, who receive the highest level of attention and guidance from him.
“My most significant achievement is the long-term impact I have had on my clients and my team. Helping individuals, families, and business owners achieve financial security, navigate complex wealth structures, and plan for the future is incredibly rewarding,” he says. “Additionally, leading and mentoring advisors within our office has been a defining aspect of my career.”
Achkar primarily works with high-net-worth individuals, business owners, and professionals who require advanced financial planning strategies, including tax-efficient wealth management, corporate structuring, estate planning, and risk management. This demographic benefits from customized solutions that align with their long-term objectives, ensuring that their financial success is both sustainable and protected.
Part of Achkar’s approach is to ensure clients understand the fundamentals of market behaviour, risk tolerance, and investment discipline. By aligning strategies with their financial goals and time horizon, he helps to maintain confidence through market fluctuations, focusing on sustainable, long-term wealth creation rather than short-term market movements.
He says, “I believe that financial success starts with clarity and understanding, so I take the time to explain complex strategies in a way that resonates with each client’s level of expertise and comfort. Regular check-ins, detailed reports, and open conversations ensure that my clients feel informed and confident in their financial decisions.”
During his career, Achkar has honed the ability to design intricate wealth management strategies and guide clients through market cycles.
“What sets me apart is my comprehensive, client-centric approach that integrates investment management, financial planning, and insurance solutions. I don’t just manage assets – I build strategic, personalized financial roadmaps that align with each client’s goals,” he adds.
Achkar monitors the financial landscape as it constantly evolves, and believes in continuous learning, staying ahead of market trends, and always looking for ways to add value. His career philosophy is built on integrity, innovation, and the pursuit of long-term financial success.
“Helping clients achieve financial independence, preserve generational wealth, and make informed financial decisions is the core of what I do,” he says. “Additionally, leading and mentoring within the largest Manulife office in Canada ensures that I contribute to elevating the financial advisory profession as a whole.”
1405 Trans-Canada Suite 200, Dorval, QC
514 421 7090 ext. 336
georges.achkar@manulifewealth.ca
linkedin.com/in/georgesachkarcfp
georgesachkar.ca
Georges Achkar
Senior Investment Advisor at Manulife Wealth
Managing Partner at Diligence Wealth Management
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Milestones
“I recognise the need to build a stronger brand presence online that differentiates us from the many other brokers and bankers in the market”
George Louca,
3LANE Finance
2003
2004
2012
2021
2025
Account director at National Bank of Canada
2003
Joined Manulife Securities as an investment advisor
2004
Promoted to senior investment advisor at Manulife Securities
Part of the “Circle of Excellence” of Manulife Wealth
2012
Appointed managing partner at Diligence Wealth Management
2021
Successfully mentored three advisors to independence and currently leading a team of emerging professionals
2025
Milestones
