Commitment to Value
Our actions are driven by trust, reliability, empathy, prudence, and innovation. We are committed to contributing positively to the quality of our clients’ lives, and their financial future. With respect and confidentiality, we will give priority to your goals and concerns and work exclusively for your benefit. We have the range of expertise and the comprehensive offering of products and services to meet your unique needs.
Ralph Zeidan, F.Pl.
Investment Advisor / Financial Planner
Manulife Wealth Inc.
Financial Security Advisor
Ralph Zeidan Wealth Management
Ralph Zeidan is a licensed financial professional who helps Canadians attain financial liberty through a holistic approach combining various wealth management techniques.
With over twelve years of experience in the fields of retail banking, financial planning, insurance of persons and securities, Ralph has achieved great success dealing with high-net-worth individuals in catering to their needs while building long-lasting relationships.
In My Own Words
“With the assistance of my team and partners, my ultimate goal is to help families create as much wealth as possible given their very unique situations. With my strong background in investments, tax planning and insurance, I can help these families maximize what is theirs, while minimizing the amount of taxes they pay and also making sure to maximize their loved ones' inheritance, should something happen to them. I always ensure that things are done properly and I never settle for anything less than top-of-the-line service. I look forward to doing business with you!”
Education
Ralph has graduated with honors obtaining a bachelor’s in finance from HEC Montréal school of business as well as a certificate in financial planning from ESG UQAM. In addition, Ralph has obtained his license to become a certified financial planner from the IQPF.
Accreditations
Financial Planner
IQPF
Wealth Management Essentials
Canadian Securities Institute
Investment Advisor Training Program (IATP)
Canadian Securities Institute
Conduct and Practices Handbook
Canadian Securities Institute
Canadian Securities Class
Canadian Securities Institute
Investment Funds in Canada (IFIC)
Canadian Securities Institute
Insurance Broker, Accident, Health, Life, Variable Life & Variable Annuity
Financial Services Regulatory Authority of Ontario (FSRA)
Life License Qualification Program
IFSE Institute