Resources - Clients of Investments advisors

Clients of Investment Advisors: Account and regulatory information

Important information about your account from Manulife Wealth and our regulators. Information in these resources may change without notice. Have questions? Your Manulife Wealth advisor can help.

Want to know if your advisor is a mutual fund or investment advisor? Search your advisor to find out.

It is essential that you read the Important Client Information brochure and other important documents:

Important client information brochure Administration and service fees - Effective October 1st, 2024 Interest-rate schedule brochure Canadian Investor Protection Fund brochure How Canadian Investment Regulatory Organization (CIRO) protects investors brochure Opening an investment account—a guide for investors brochure (CIRO) Making a complaint—a guide for investors brochure (CIRO) How can I get my money back? A guide for investors brochure (CIRO) Best Execution and Order Handling Policy Know Your Advisor: Advisor Report Margin Account Agreement

Learn how to deposit funds into your Manulife Wealth account.

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Regulations that protect your registered accounts

All Declarations of Trust applicable to your accounts can be found here

Regional Securities Commissions

Review information from dedicated authorities who oversee and enforce regulations to ensure fair, transparent, and secure financial markets.

Other associations and resources

Links to organizations that provide valuable education for investors on their websites.

Getting started: For new clients

Explore our online resources to make the most of your Manulife Wealth experience

How to deposit money

Learn how to deposit funds into your Manulife Wealth account.

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How to read your statements

Key elements of your account statements explained.

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Contact us

Your advisor is your first point of contact for all inquiries. If you’d like to speak with someone at Manulife Wealth,

Standard availability and contact information

Protecting your privacy

Collecting and using personal information is integral to our business, and equally important is our commitment to protecting your personal information and respecting your privacy. We take this responsibility very seriously. At Manulife, we collect, use, and disclose your personal information in ways that are consistent with identified purposes, and only with your consent or as permitted or required by law. When we share personal information with our service providers, they must protect it in ways that are consistent with our privacy policies and practices. We follow strict data retention policies to protect your privacy, retaining your data only for necessary periods and ensuring that it’s destroyed, erased, or made anonymous when no longer needed.

To read more about Manulife’s privacy policy, see our Canadian privacy policy

Securing your data

Manulife Wealth employs physical, organizational, and technological safeguards to protect your information. We have a robust information security program to help ensure your personal information is protected by the right safeguards. Technologically, personal information is protected by passwords, encryption, firewalls, and antivirus and anonymizing software, depending on the sensitivity of the personal information. Learn best practices on how to protect yourself and your data online here: