Advice matters
What are your financial goals? Whether it’s planning a comfortable retirement or preparing for your estate, we can help get you there.
Every financial situation is unique, but they all share one thing in common: no matter what your goals, the best way to reach them is to have a plan in place. A plan serves as a benchmark, a guide and a roadmap to get you to where you want to be in five, ten or twenty years (or more!).
But planning for your financial future isn’t as simple as it might sound. Important and often difficult decisions need to be made about your investment horizon and risk appetite, insurance, savings rate, and debt, among others. That’s why financial planning requires a comprehensive approach that considers your and your family’s financial situation together.
At Manulife Securities, our advisors work with you to establish and prioritize your goals, create a plan to help you reach them and then choose the investment tools best-suited to realize those goals.
The value of advice
It’s been shown that Canadians who’ve been working with a financial advisor for 15 or more years have nearly four times more wealth than those who don’t. But that additional wealth doesn’t just come from picking investments; it stems from the additional value of having a strong plan built with in-depth expertise.
We believe that reaching the financial future you want takes the best advice: insightful, comprehensive, and goals-based. That’s why our advisors aren’t just financial experts, they’re planning experts too. They’ll work with you to build and stick to a realistic financial plan that considers all your family’s financial needs, whatever they may be.
Canadian roots. Global reach.
Manulife Securities is the second largest non-bank dealer in Canada, with more than 1,200 independent advisors and more than $48 billion in assets under administration. But our story’s much bigger than that. When you partner with a Manulife Securities advisor, you have the support and scale of a global financial institution that’s protected and grown investor assets since 1887. Backed by the strength and stability of Manulife, we enjoy the security and resources of one of Canada’s largest financial services companies.
Impartial financial advice backed by the strength of Manulife
130+ years of helping Canadians reach their goals
1 in 5 Canadians own at least one Manulife life, health or wealth management product
More than C$1.2 trillion in assets under management and administration1
More than 37,000 employees serving ~30 million customers worldwide.
C$45 million in donations, sponsorships and community investment1
Important disclosure
1 Manulife Corporation, as of June 30, 2020 (check latest figures)
What to expect from working with a Manulife advisor
Collaborative and informed decision-making
Learning about the realities of your financial situation is the first step towards reaching your goals. With a relationship built on trust and collaboration, your Manulife advisor will empower you to make informed decisions and to become an engaged investor.
If you’re not having enlightening conversations with your financial advisor, you’re probably not having the right conversations.
Suitability
Investing starts with finding the right solutions for the right clients. The single most important question a Manulife Securities advisor asks themselves is...
“Is this the best possible solution for my client?"
Objectivity
No one asset manager can be consistently the best at everything, and building resilient portfolios requires the largest possible universe of investment options. We enable our advisors to choose whatever financial product is most suitable for their client’s situation, ensuring that they always do what is in your best interests.
Our advisors’ goals are to help you reach yours.
Our advice. Your decision.
Everybody’s financial situation is unique, and there are no one-sized-fits-all solutions when it comes to financial planning. That’s why Manulife Securities advisors are empowered to deliver a full suite of products that can help you achieve your goals.
Some of the products and services we offer:
Account types
- Group RRSPs
- Registered accounts
- Self-directed accounts
- Advisor managed accounts / Separately managed accounts
- Banking and mortgage products
Investments
- Mutual funds and Exchange-Traded Funds (ETFs)
- Individual stocks and bonds
- New issues
- Money market products (such as GICs)
Insurance
- Segregated funds
- Life insurance (term, whole life, universal)
- Disability & critical illness insurance
- Long-term care insurance
- Health care benefits
- Annuities
Our partners
When you work with a Manulife Securities advisor, you also gain access to our partners’ capabilities, providing you with the research, support and expertise to help provide a broad range of capabilities.
Manulife Capital Markets
Manulife’s investment banking and equity capital markets division. Manulife Capital Markets* operates out of offices in Toronto and Vancouver and provides a full range of financial advisory services to both corporate clients and financial advisors across Canada. The Manulife Capital Markets team has a broad range of expertise encompassing many asset classes and industry sectors.
Manulife Private Wealth
Manulife Private Wealth** offers high-net-worth individuals the same approach to wealth management that Manulife uses to manage its own balance sheet. Manulife Private Wealth clients gain access to a team of experts who provide discretionary investment management, private banking, advisory services, and financial planning including tax and estate experts, accountants and lawyers. This holistic team approach allows advisors to provide infrastructure specifically geared toward this clientele.
Important disclosures
*A division of Manulife Securities Incorporated
** A division of Manulife Asset Management Limited and Manulife Asset Management Investments Inc.
Find an advisor
We believe life is better when you have the advise and guidance you need to make the important decisions that come with life. Work with one of our professional advisors to help you make the right decisions for you and your future. Contact us to learn more about how we can help you reach your financial goals!
Find an advisor