Our clients
Our clients come from all walks of life and we are privileged to serve them. They include investment professionals, senior partners at some of Canada's top law firms, medical practitioners, chartered accountants, IT professionals, entertainers, corporate executives, entrepreneurs and small business owners. They range in age from their early twenties to their late nineties. In many instances, we have the honour of serving several generations of families.
Many of our clients are now enjoying the fruits of their labour in a comfortable retirement. Some of these retirees have moved to other provinces or international destinations for a part of the year, and we are pleased to continue to serve them in their new surroundings.
Our practice has grown over the years because our clients consistently recommend us to their families and friends. We do not advertise and thus, we grow solely by the generous word of mouth of our clients.
Our team
Robert Agouri - CFP
Associate Portfolio Manager, Manulife Wealth Inc., Independent Life Insurance Representative
Teri Ponzo
Marketing Assistant, Manulife Wealth Inc.
Robert was born and raised in Montreal. He graduated from Concordia University with a BA in Journalism and Communications in 1990 and began his career in financial services as an agent for North American Life in September of that year.
In 1994, he moved his practice to Toronto and joined Manulife Securities, also known as Manulife Wealth when the company merged with North American Life in 1996. In 1995, Robert entered the Schulich School of Business at York University, from which he graduated in 1998.
Over the years, Robert has obtained the Certified Financial Planner (CFP) designation, and previously has sat on investment industry and insurance industry advisory boards.
Married to Denise and father to Emily & Adam, Robert is an avid runner, a voracious reader and a proud season-ticket holder of the Montreal Canadiens.
While Teri only joined Manulife Wealth Inc. in December 2016, her assimilation into the practice has been swift and she has brought an extra element of maturity and professionalism to our work.
With over twenty years of office management experience in the fashion industry, Teri's smooth transition into managing our administration has been seamless.
We firmly believe our clients are best-served by the combination of Robert’s portfolio construction experience and expertise and Teri's obsessive administrative attention to detail.
