Manulife Wealth
Joshua Lane, CFP, CIM, is a seasoned financial professional with extensive experience in wealth creation, management, and preservation. Since May 2011, Joshua has served as a Partner and Life Insurance Advisor at Kaspardlov & Associates, where a tailored approach to financial services emphasizes client-centric solutions. Concurrently, Joshua has worked as a Financial Planner at Manulife Securities Incorporated, providing expertise in stocks, bonds, and mutual funds. Previous roles include Wealth Consultant at Credential Financial Strategies/Windsor Family Credit Union, Insurance Agent and Mutual Fund Representative at IDC Financial/Investia Financial Services Inc., and Loans and Credit Manager at Wells Fargo Financial (Canada). Joshua holds a Bachelor of Commerce (Honours) degree with a major in Finance and a minor in Applied Information Technology from the University of Windsor.
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Manulife Wealth
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For over 20 years, Manulife Wealth (formerly Manulife Securities) advisors have been helping Canadians feel confident about their finances through personalized advice and strategies for every stage of their life. As a client of Manulife Wealth, you benefit from the resources and expertise of Manulife, the global parent company. Since 1887*, Manulife serves one in four Canadians** and has over $1.3 trillion (US$1.0 trillion) in assets under management and administration at the end of 2022+. We work with more than 1,000± independent advisors across the country and we’re ready to help you invest in your future. To read our disclaimers, go to: https://www.manulifewealth.ca/clients/en/corporate-disclaimers