Paulo Moulatlet,CFP Manulife Securities Investment Services Inc.

Paulo Moulatlet,CFP Manulife Securities Investment Services Inc. Over 20 years of experience in Financial Services. Insurance products and services are offered through Manulife Securities Insurance Agency.

Paulo Moulatlet, CFP
Investment Funds Advisor, Manulife Securities Investment Services Inc. |
Life Insurance Advisor, Manulife Securities Insurance Agency


Mutual funds are offered through Manulife Securities Investment Services Inc. Banking products and services are offered by referral arrangements through our related company Manulife Bank of Canada. Please confirm with your Advisor which compa

ny you are dealing with for each of your products and services. Manulife Securities Legal Disclaimers & Privacy Policy: https://www.manulifesecurities.ca/clients/en/corporate-disclaimers | https://www.manulife.ca/privacy-policies/canadian-division-privacy-policy.html

Address

108-2630 Croydon Drive
Surrey, BC
V3Z6T3

Opening Hours

Monday 9:30am - 5pm
Tuesday 9:30am - 5pm
Wednesday 9:30am - 5pm
Thursday 9:30am - 5pm
Friday 9:30am - 5pm
Saturday 9am - 3pm

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Our Story

Paulo Moulatlet originally immigrated from Brazil 22 years ago and started his Financial Services career working for a Trust Company in Downtown Vancouver. Paulo currently holds the Certified Financial Planner, CFP Designation and his main focus is to help individuals, families and small business owners navigate through the different stages of their current financial situation so they can achieve their most important financial goals. Paulo specializes in providing his clients with various planning strategies including retirement planning, investment planning, tax planning, estate planning and risk management (insurance planning).

- Mutual funds are offered through Manulife Securities Investment Services Inc. - Insurance products are offered through Manulife Securities Insurance Agency - Moulatlet Financial is a trade name used for securities products and services - Banking products and services are offered through referral