Sanjeev Kapil

Make customized financial decisions for your future

Helping you to achieve your goals by providing unbiased financial advice, so you can make informed financial decisions that you can feel confident in. When you work with an independent, experienced Advisor, it means you gain access to unbiased advice, personalized service and the dedication to addressing your unique concerns and future goals. Let us help you reach your goals now, and in the future.

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Sanjeev Kapil, MBA CFP

Investment Advisor, Manulife Wealth Inc.
Life Insurance Advisor, Manulife Wealth Insurance Services Inc.

As a Financial Planner & Investment Advisor for 15 years, I have helped clients achieve their financial goals. By regularly monitoring & updating their financial plan that we created together, clients have attained great piece of mind knowing that their financial future is secure. My “client first” approach has earned clients’ loyalty and trust in me which I take great pride and joy. I’m currently an Investment Advisor with Manulife Wealth with an MBA, and CFP. We have an investment team and an administrative support team to ensure that attention is being placed on client portfolios around the clock and support is always available for any client inquiries. Being a part of our clients’ life journey with our tailored advice is an honor and a passion. I truly enjoy experiencing the successes of our clients.

As a husband and a father of 2, I understand the daily priorities that require much of our attention. My 10-year-old son plays baseball while him and my 7-year-old daughter both play soccer, swimming, and ju jitsu. They have built an interest in sports watching me play soccer and basketball into my 40s. I hope to continue playing for as long as my health allows. My wife has the most important role of all as a stay-at-home Mom. The value of togetherness, healthy living, and building for our future are the cornerstones of what’s important to me and my family.

Nadia Dodaro

EXECUTIVE ASSISTANT, Manulife Wealth Inc.

A tailored experience

Your financial needs and goals are unique, that is why we strive to provide our clients with a custom and personalized approach to their financial strategy. Backed by trusted experience and expertise, we focus on developing the right solutions for you, at the right price.

Who we help

Individuals & Families

Individuals and families seeking customized solutions to ensure they plan, build and transfer their wealth securely.

Businesses

Small to large companies looking to grow their wealth, retain employees, and ensure the longerm success and cash flow of their company.

Professionals

Professionals at any stage of their careers looking to streamline investments and assets to better focus on their unique practice, succession plans or tax-saving strategies.

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Services & Solutions

Our expansive product offering provides our clients with a comprehensive suite of quality options tailored to fit their financial goals and advanced investment needs.

Investment Solutions

Sound financial advice makes all the difference. We believe in providing hands-on expertise and tailored solutions to help build and protect your wealth for generations.

Insurance Solutions

Designed to help you protect what matters the most, our advice and products can bring solutions across Health and Life Insurance, Critical Illness and Travel Insurance.

Retirement Planning

Navigating the complex world of retirement planning is challenging. Get the guidance you need as you approach retirement, enter it, or live it every day, to maximize your government benefits and retirement income.

Estate Planning

You work hard to accumulate assets and we can help make sure they're passed on to the people you selected and in the manner you intended.

Tax Planning

Paying too much tax hurts. We can help identify strategies that will help you minimize the amount of tax paid for yourself or your business.

Banking Solutions

In a fast-paced world, you need your bank to keep up. Manulife Bank has flexible products that fit seamlessly into your day and help you achieve your goals.

Financial Tools & Calculators

We are here to help. Contact us to help explain your results and what they mean for your situation.

InsureRight
Needs Calculator ↗

Use your financial information today to help decide how much insurance you may need.

Budget Planner Tool ↗

Create your customized budget and receive personalized tips to improve your finances.

Mortgage Calculator ↗

Determine what you can afford and estimate what your expected payments may be.

These calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual's situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that this calculator is reliable, accurate, or complete or that it will be compatible with your computer.

We work closely with you to provide personalized advice to help you reach your goals. Our partnership with Manulife Wealth allows us to offer a broad spectrum of customized financial solutions for every stage of your life. We’re backed by the strength and stability of Manulife, serving individuals, groups, and institutions around the world.

Learn more about Manulife Wealth LEARN MORE ABOUT MANULIFE LEARN MORE ABOUT MANULIFE INVESTMENT MANAGEMENT

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Manulife Wealth Inc.

14 George St. North, Suite 203,
Brampton, Ontario L6X 1R2

Phone: 647-205-8069
Office: 905-454-5097