Your
wealth. legacy. future.

Investment management designed to help optimize performance, structure capital and support long-term value.

WHY CHOOSE DILIGENCE WEALTH MANAGEMENT

Wether you’re growing your wealth or securing your family’s legacy, you’ve come to the right place.

Billion
0

in assets under administration as of march 1st, 2026

Years
0 +

as the largest Manulife Wealth branch in terms of assets under administration.

Our services

Comprehensive wealth strategies designed around your objectives.

We don’t believe in the one-size-fits-all approach. Every plan we build starts with one question: what does success look like for you ?

Investment Solutions

Disciplined investment advice tailored to your objectives, risk profile and time horizon. We help structure portfolios designed to support long-term growth in alignment with your financial goals.

Retirement income planning

A strategic approach to sustaining your lifestyle and financial independence. We design income strategies that aim to balance longevity, risk and tax efficiency.

Estate Planning

Help protect the wealth you’ve built and support the transfer of your assets to the next generation. From estate structuring to succession planning, we help safeguard your legacy.

Insurance Solutions

Strategic insurance planning aimed at helping protect your family, business, and estate against potential risks.

Tax Planning

Effective tax strategies are essential to long-term wealth preservation. We work to structure your finances with tax optimization in mind.

Jamieson BoulangerCFP, CIM®

Senior Investment Advisor | Manulife Wealth Inc. Financial Security Advisor | Manulife Wealth Insurance Services Inc.

Before entering finance, Jamieson Boulanger built his career in competitive sports. In 2001, he was drafted by the Montreal Expos, an experience that shaped the discipline, resilience and competitive mindset he brings to his work today.

As a holder of the Certified Financial Planner (CFP®) designation, he works closely with clients to develop integrated strategies that consider investment, tax, retirement and estate-related aspects.

Beyond finance, Jamieson is a father of four and remains actively involved in his community. His philosophy is simple: striving to add value for every client, working with each as an individual.

“Never taking a client’s trust for granted, our pledge is to continue today as we set out on our first day. It is a privilege to be given the opportunity to help our clients navigate the waters and set plans in motion to reach their dreams and goals.”

Join a team driven by ambition and performance.

We’re looking for driven individuals who want to develop real client relationships and grow within a team that pushes them to be their best.

Partner with a team committed to long-term results.

LINH TRAN
Coordonnatrice- Acquisition de talents chez Diligence Gestion de Patrimoine / Patrimoine Manuvie
l.tran@manulifewealth.ca
Dorval, Québec

Whether you are seeking strategic wealth advice or exploring your financial opportunities, we would be pleased to connect.