“I’m so proud to see that through my hard work and that of my team, we have built trust with our industry partners”
Victoria Coster,
Credit Fix Solutions
Georges Achkar, CFP, CIM, FCSI is a senior investment advisor with Manulife Securities Incorporated and financial security advisor with Manulife Securities Insurance in Montreal. He has over 19 years of experience in private wealth management.
Achkar graduated from the University of Montreal and Hautes Études Commerciales (HEC) with a Bachelor in Economics and Finance. He believes that managing investors’ wealth is a profound responsibility and he has made a commitment of excellence to his clients and has remained committed to lifelong learning.
He obtained the CIM, FCSI, and CFP designations to provide his clients with informed financial advice and up-to-date knowledge while building long-term relationships.
Achkar is a partner-owner of Diligence Wealth Management, the largest Manulife Securities branch in Canada for the last 15 years, with over eight billion dollars in assets under management.
1405 Trans-Canada suite 200, Dorval, QC, H9P 2V9
514 421 7090
georges.achkar@manulifesecurities.ca
linkedin.com/in/georgesachkarcfp
https://georgesachkar.ca/
Georges Achkar, CFP, CIM, FCSI
Senior Investment Advisor at Manulife Securities
Managing Partner at Diligence Wealth Management
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Bio
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Bio
Milestones
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Bio
Milestones
“I’m genuinely keen to keep bettering myself”
Victoria Coster,
Credit Fix Solutions
2003
2004
2005
2012
2022
Account Manager at National Bank of Canada
2003
Joined Manulife Securities as Associate Advisor
2004
Became an investment advisor at Manulife Securities
2005
Became a senior investment advisor at Manulife Securities
2012
Became a managing partner at Diligence Wealth Management
2022
Assistant Vice President and Senior Broker at MJ Hall & Company since 2018
Present
Milestones
Aug 2022
Milestones
Sept 2021
Feb 2022
Apr 2022
Jul 2022
Aug
2022
Suncorp Bank introduces Solar Home Bonus offer for customers who are choosing renewable energy for their homes
Sept 2021
Month-on-month market share growth commences
Feb 2022
Suncorp Bank wins the Canstar award for most outstanding value in investment loans
Apr 2022
Suncorp Bank wins Money Magazine’s Bank of the Year and Business Bank of the Year awards for the fifth year in a row
Jul 2022
Suncorp Bank’s turnaround times are the lowest they have ever been. The lender becomes Australia’s first certified carbon neutral bank for both its operation and transaction services
Aug 2022
Milestones
· commercial department has increased in both size and stature, growing the commercial department in size and stature over 200 percent in both personnel and portfolio size over the past three years
· over the past two and a half years, his sales have increased by more than 150 percent, and since mid-May 2024, he has already achieved over $600,000 in new business sales
Colleagues acknowledge him as one of the main drivers of the brokerage’s shift, and, in addition to being its top commercial salesperson, he also serves as an invaluable mentor to new teammates, using his extensive experience and knowledge to help others with their sales pitches and presentations.
“While in the broker channel, I had the privilege of working alongside former Rising Star winners Nick Rizzuto and Adam Mitchell, CEO of Mitch Insurance,” says Manson. “My focus has always been on deepening my industry knowledge and delivering tailored solutions to my clients rather than seeking the spotlight.”
IBC recognized Manson as a Rising Star of 2024 for his significant achievements and influence in positively impacting the industry.
Since joining the IBADR, Manson has helped increase the affiliate’s exposure, raise awareness about its work, and boost event attendance through new social outings and RIBO-accredited courses. These efforts have helped increase membership and the charitable donations raised by the IBADR.
Manson is passionate about sharing his experience and knowledge to help educate others and raise awareness of industry issues. He strives to offer unique perspectives on how the industry can evolve, grow, and enhance its products and services.
With a solid commitment to continuous learning, he has earned his CIP, passed the RIBO technical exam, and completed risk management courses in the US.
Manson plans to keep using his voice to help the industry advance.
Profile