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Helping individuals, families and small business owners navigate through the different stages of their current financial situation so that they can achieve their most important financial goals.


Paulo Moulatlet, CFP Photo

Paulo Moulatlet, CFP

Investment Funds Advisor, Manulife Securities Investment Services Inc.
Life Insurance Advisor, Manulife Securities Insurance Agency


Degrees and Designations

  • Certified Financial Planner (CFP®)
  • Civil Engineer bachelor's degree (Mackenzie University, Brazil)

Other Education

  • Canadian Securities Course (CSC)
  • Life License Qualification Program (LLQP)

Industry Associations

Paulo is a member in good standing of the following professional organizations and adheres to their respective codes of ethics and standards of conduct.

  • Financial Planning Standards Council (FPSC)
  • Insurance Council of British Columbia

Biography

Paulo is originally from Brazil and immigrated to Canada 27 years ago. He has been working in the Financial Services Sector for 26 years and he has a wide range of wealth knowledge in both financial services products and life insurance products.

Paulo’s main focus is to help individuals, families and small business owners navigate through the different stages of their current financial situation so that they can achieve their most important financial goals.  He specializes in providing his clients with various planning strategies including retirement planning, investment planning, tax planning, estate planning and risk management.

In additional to his financial planning education, Paulo also holds a Civil Engineer bachelor's degree from a Brazilian University.  As a hobby, he also has earned his fixed wing pilot’s license demonstrating his attention to detail which he always utilizes when interacting with his clients.

Paulo and his wife, Raquel, have 3 kids under the age of 18 and have lived in South Surrey/White Rock for the past 23 years.


Gisele Fernandes Photo

Gisele Fernandes

Administrative Assistant, Manulife Securities Investment Services Inc.
Administrative Assistant, Manulife Securities Insurance Agency


Degrees and Designations

  • Degree in Business Communications
  • Pursuing CPA designation at Langara College

Biography

Gisele is originally from Brazil and moved to Canada two years ago. She has 2 years of administrative experience in Canada, and she has acquired skills in accounting and finance.

Gisele’s focus is to take care of the administrative tasks of Moulatlet Financial and provide a qualified customer service to Paulo’s clients.

In addition to her experience, Gisele holds a diploma in Business Communication, and she is currently working towards her CPA designation at Langara college.

On her spare time, as a hobby, Gisele plays the violin, she enjoys hiking, and hanging out with her friends. Gisele has lived in New Westminster for 2 years.


Roseli Martins Photo

Roseli Martins

Administrative Assistant, Manulife Securities Investment Services Inc.
Administrative Assistant, Manulife Securities Insurance Agency


Degrees and Designations

  • Degree in Business Administration at PUC Campinas (Brazilian Catholic University)

Biography

Roseli is originally from Brazil and moved to Canada in 2019. She has more than 15 years of experience in the Financial and Administrative areas. In Brazil, she worked for large multinational corporations such as Samsung Electronics.

She holds a bachelor’s degree in Business Administration from PUC Campinas (Brazilian catholic university) and her goal is to go above and beyond to provide excellence in customer service for our clients. Roseli’s future professional aspiration is to become an advisor and she is currently working towards obtaining her licences.

In her free time, she loves being with her family, making new friends, hiking, and enjoying a delicious Brazilian barbecue. Roseli has lived in Vancouver for 3 years.