For Successful Canadian Professionals (Ages 50–65) With $500,000+ in Investable Assets
Retire Comfortably, & Stop Worrying About Finances. Get A Holistic View of Your Situation While You Handle What's Important.
A top-performing office in Canada | The largest branch under Manulife Wealth Inc.
What You'll
Discover Inside Here
A quick 5–7 minute self-assessment that reveals whether uncoordinated advice, tax inefficiencies, and hidden fees are quietly eroding your wealth—and where your financial
structure may need alignment.
No obligation. Instant access. Your information is protected and will never be shared.
About Vincenzo Pace
Vincenzo Pace, BA, CIM, is an Investment Advisor with Diligence Wealth Management—the largest and #1 top-performing branch under Manulife Wealth Inc. in Canada for 21 consecutive years.
Unlike the industry's "cookie-cutter" approach, Vincenzo operates as your Personal CFO, coordinating every aspect of your financial life with a disciplined, data-driven methodology focused on one thing: what you actually keep.
While most advisors focus on gross returns to justify their fees, Vincenzo's approach centers on the Net Return Formula:
Net Return = Gross Return – Taxes – Fees
By strategically reducing the tax and fee components through integrated planning, his clients preserve more wealth and build stronger legacies.
Backed by Manulife's Strength:
120+ years of partnership experience
35+ million customers served worldwide
The financial security and resources of one of Canada's most trusted institutions
Built on 120+ Years of Financial Partnership
Diligence Wealth Management operates under the Manulife Wealth Inc. banner—a name synonymous with stability, integrity, and long-term thinking.
The Foundation: Manulife serves over 35 million customers globally and has maintained financial strength through every market cycle for more than a century.
Our Position: Diligence Wealth is the largest branch under Manulife Wealth Inc., with over $10 billion in assets under administration. For 21 consecutive years, we've been recognized as a top-performing office in Canada.
Our Approach: We provide objective, data-driven advice. We are not tied to proprietary products—our recommendations are based solely on what serves your financial structure, not a product shelf.
Micro-Disclosure: Tax laws are subject to change. Past performance is no guarantee of future results. Manulife Wealth Inc. is a Member of the Canadian Investment Regulatory Organization and the Canadian Investor Protection Fund.
Is This Checklist Right For You?
This resource is designed specifically for successful professionals who:
Have $500,000 or more in investable assets
Are ages 50–65 and approaching or in retirement
Want to preserve wealth and create a lasting legacy for their family
Feel their current advisors may not be fully coordinated
Value objective, data-driven advice over aggressive sales tactics
This checklist is provided for educational purposes only and does not constitute financial, investment, legal, or tax advice. Tax laws are subject to change. Past performance is no guarantee of future results. Investment advisors are registered with Manulife Wealth Inc., a member of the Canadian Investment Regulatory Organization and Canadian Investor Protection Fund.