Meet The Team

When it comes to wealth management your dedicated team will be with you along your financial journey each step of the way. Our stages to better understand your needs involve: a) discovery; b) planning c) executing and d) monitoring/reviewing your plans and providing tailored advice and recommendations

We have over 65 years of combined experience in the financial services industry. We strive to be stewards of your wealth and hold ourselves to the highest standards in ethics, service, and execution towards your goal planning.

Get to know us better by clicking on a name below.

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Carlos Flores

Senior Financial Advisor / Life Insurance Advisor

Carlos Flores, M.Sc, CIM®

Senior Financial Advisor / Manulife Wealth Inc.

Life Insurance Advisor / Manulife Wealth Insurance Services Inc.

Before his start in Wealth Management, Carlos worked for the Federal Government in Ottawa. At the time he was one of the youngest hires within Health Canada. He pursued his studies at the University of Guelph, completing a M.Sc in Biomedical Sciences and Toxicology in Alzheimer’s Disease. Carlos started his career in Wealth Management in 2011 at Manulife Wealth. He built his practice during his time at Dundee Wealth and HollisWealth and then returned to Manulife in 2017. Carlos brings a diversified background as a Chartered Investment Manager (CIM®) and a Senior Financial Advisor to the Quantum Wealth Management team.

His strategy-based planning has helped many small businesses, young professionals, families, and retirees to plan their futures and ensure no stone was left unturned. Carlos prides himself on his comprehensive approach. His analytical and charismatic personality has made clients feel comfortable, empowered, and provided them with tailored solutions. His holistic approach delves into areas such as: investment and retirement planning, risk management and tax and estate planning. Being dually licensed in both investments and insurance has enabled Carlos to implement and execute strategies for all his clients.

Carlos stays on top of the market, industry, and practice management through a study group he created that includes advisors across the country within the dealership. He regularly attends conferences and summits across the country to hear insights and recommendations from market participants, such as: leading economists, market strategists and top Portfolio Managers. His thirst for knowledge and willingness to push himself for the benefit of his clients is a true hallmark of his work ethic.

Carlos is married and has one son. He currently resides in Oakville and is active in sports and in his community.

Stanley Peirson

Owner & Director / Life Insurance Advisor

Stanley Peirson BA, B. Comm, MBA, FMA

Senior Financial Advisor / Manulife Wealth Inc.

Life Insurance Advisor / Quantum Wealth Management

Stanley Peirson is the founder of Quantum Wealth Management, a company created in 2000, built on Stan’s belief that you can accomplish anything in your life if you identify your goals, take the time to create a plan that delivers on them and then execute the plan with commitment and focus.

Stan spent almost 20 years working as a Marketing executive in well-known firms such as Pepsi, Colgate and Revlon, to name a few, and from those experiences learned the importance of planning to achieve success.

Stan holds a BA, from the University of Guelph, a B.Comm and an MBA from the University of Windsor and a FMA from the Canadian Securities Institute.

Stan and Carlos have known each other since 2018 and they decided to partner in 2021 as they were excited to unify their processes, planning for clients, enhance their client servicing models and advisor tools.

Anna Garasto

Financial Advisor / Life Insurance Advisor

Anna Garasto

Financial Advisor / Manulife Wealth Inc.

Life Insurance Advisor / Manulife Wealth Insurance Services Inc.

Anna joined our firm in May 2023 as a welcome addition to our Advisory Team. Anna brings over 28 years of experience in the financial industry with previous experience in the legal industry, auto sales and transportation, including her own businesses in those industries.

Anna’s has many strengths but what she is most proud of is dedication to her clients, her quick response to inquiries, working with her clients on managing their insurance needs and ensuring they are saving enough for their retirement.

Anna has spent 14 years working on the group retirement side of our industry and will continue to offer group retirement plans to clients. She offers business owners suitable retirement plans to ensure their Employees are happy, financially healthy and retire with dignity.

Anna was born and raised in Waterloo and has just recently moved closer to the office. Anna has two children, Cassandra, age 30, Brandon, age 28 and is a proud “nonna” to 8-year-old Angelina.

Anne Kidd

Branch Office Director

Anne Kidd, CA

Branch Office Director / Manulife Wealth Inc.

Anne joined Carlos Flores in April 2018 having had diverse experience in the financial services industry. Anne is a Chartered Accountant and previously worked with Ernst & Young in Ireland, as well as in Bermuda, working as an Auditor with KPMG in the Financial Services sector.

Anne has always had an interest in research and regulatory compliance and pursued this interest working as a Consultant with Bridge Consulting in Dublin, Ireland, gaining valuable experience in regulatory compliance, risk and the provision of consulting services.

Prior to joining Carlos’ team, Anne worked for 5 years as a Senior Financial Analyst with Ontario Teachers’ Pension Plan in their Regulatory Compliance Department.

Anne has a solid financial foundation which she applies to her current role as Branch Office Director on the Quantum Wealth Management team.

Anne is married with 3 children and now calls Oakville her home.