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Client Focused.
Results Driven.

Request a call ➠See how we can help! ➠

Make the best 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.

✉ Start the Conversation ➥


Charles Gallagher

Investment Advisor, Manulife Wealth Inc.

Passionate investment advisor guiding clients towards financial success. Tailored approaches for business owners, affluent individuals, and families. As an investment advisor with comprehensive knowledge and a holistic approach to wealth management, I focus on strategies that could preserve your wealth, aligning with the long-term goals of my clients. Personalized solutions and expert advice are available. Let’s connect."


Charles' Support Team


Simon Martellino

Investment Advisor,
Manulife Wealth Inc.

Vincent Dion

Marketing assistant,
Manulife Wealth Inc.

Philippe Drolet

Marketing assistant,
Manulife Wealth Inc.

Félix-Olivier Gagné

Marketing 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.


✉ Start the Conversation today ➥


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 & Portfolio Solutions

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


Retirement Planning

Get the guidance you need as you approach retirement, enter it, or live it every day. Maximize your government benefits and retirement income, with detailed cash flow projections and optimization.


Estate Planning

You work hard to build assets and we can help make sure they're passed on to the people you selected and in the manner you intended. From Charitable giving, will, transfers and more, we have your covered.


Tax Strategies & Risk Management

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, while managing risk against your finances and investments.


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.

Your peace of mind deserves the best attention.

As the largest Manulife Wealth office for Assets Under Administration* in Canada, Diligence Wealth Management is known for their exceptional performance, rigorous holistic and personalized approach, meticulous in-depth analysis and careful daily monitoring of each portfolio that sets them apart from the competition. 

Learn more about Diligence Wealth Management

Backed by the global strength and security of Manulife and as a global leader providing solid financial services and expertise across Canada, U.S., Asia and Europe, you benefit from the resources and expertise of a trusted company that offers life, health and wealth solutions.

LEARN MORE ABOUT MANULIFE WEALTH INC.LEARN MORE ABOUT MANULIFE INVESTMENT MANAGEMENT


* $8 Billion Assets under administration as of May 28, 2024


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Charles Gallagher

Manulife Wealth Inc.

1405 Trans-Canada Hwy #200,
Dorval, Quebec H9P 2V9

Direct: 438-809-7993
Office: 514-421-7090

Fax: 514-421-8970