Built on Experience, Backed by Trust, and Driven by Results that Speak Louder than Promises.

William Frenn Wealth Management operates as a partner within the Manulife Wealth network. In practice, our team provides the advice, planning, and day-to-day management of your file, while Manulife supplies the institutional infrastructure: custody of assets, regulatory compliance, research, and product access. Your investments are held with Manulife Wealth Inc., giving you the strength and protections of a large institution, while your advice stays independent, personal, and delivered by the people you know.

We don't set a rigid asset threshold. We work primarily with business owners, professionals, and high-net-worth families whose situations carry some complexity — holding companies, taxable investments, and integrated tax and estate planning. The best indicator of a good fit isn't a dollar figure but the need for careful coordination between investments, tax, and corporate structure. We invite you to tell us about your situation, and we'll be transparent about whether our approach is right for you.

We protect corporate capital through disciplined asset allocation and genuine diversification. We favour quality companies with strong balance sheets and durable cash flows, hold sufficient liquidity to seize opportunities and weather the unexpected, and spread risk across lowly correlated asset classes to reduce overall volatility. Against inflation, we favour assets whose earning power tends to grow over time, and we adjust portfolio positioning in light of macroeconomic indicators. The goal stays constant: winning by not losing, and preserving the capital you cannot afford to lose.

Yes. Coordinating with your accountants, notaries, tax specialists, and legal advisors is central to our approach. William Frenn acts as your personal Chief Financial Officer, bringing all of your professionals together around a shared view of your balance sheet. This coordination helps avoid costly mistakes and redundancies, and lets advanced planning strategies be applied consistently. We are glad to work with your current advisors — you don't need to change teams to benefit from our services.

We apply several levers, always in concert with your tax specialists and accountants. These include income splitting among family members where the law allows, deferring tax to maximize compound growth, making optimal use of available deductions, and reducing the effective tax rate through a careful choice of income source. We also pay close attention to asset location between taxable and tax-sheltered accounts, and to the strategic use of corporately held life insurance, which offers tax-sheltered growth and an efficient transfer of wealth. Each strategy is integrated into your overall plan rather than applied in isolation.