If you are looking for a strong partner to help craft and maintain a complete wealth plan, we are your solution. Your Manulife Private Wealth team will work closely with your trusted referring advisor to ensure we are consistently focused on meeting your needs and objectives.

PRIVATE
BANKER
YOUR
ADVISOR
INVESTMENT
COUNSELLOR

YOUR RELATIONSHIP TEAM

 

WEALTH
BANKING

  • Personalized attention
  • Traditional banking solutions including deposits, loan and mortgages
  • Simplified cash management through an all-in-one account
  • Credit as a strategic resource
  • Specialty financing

INVESTMENT
MANAGEMENT

  • Goals-based approach
  • Personalized discretionary portfolio management
  • Rigorous investor management selection
  • Disciplined asset allocation and re-balancing
  • Global scale and reach
  • Consolidated reporting

 

WEALTH AND ESTATE
SERVICES

  • Retirement and income services
  • Tax and estate strategies
  • Trust services
  • Private company advisory services
  • Specialist referral networks providing trust, tax and estate, legal and accounting expertise