Get the help you need.

If you have a high net worth you may require unique solutions to help with your complex wealth and estate planning needs.

Receive:

  • a personalized approach
  • help achieving your financial objectives
  • knowledge and expertise from a team of seasoned professional to help you identify issues and discuss with you things that you need to consider
  • peace of mind with advanced wealth planning (i.e. retirement, tax, estate planning) guidance and support

Get the expertise you need.

The Manulife Tax and Estate Group and the Manulife Capital Markets Private Company Advisory can provide the expertise you need.

Manulife Tax & Estate Group

If you are a high net worth client, you’ll have the benefit of a team of accountants, lawyers, and other specialists with extensive experience developing wealth strategies for you and your family.

Your wealth strategy is developed based on a number of considerations, including:

  • Identifying retirement income streams
  • Estate planning
  • Transitioning a business
  • Accessing sophisticated credit solutions
  • Tax planning
  • Philanthropic planning

We collaborate closely with you and your advisors based on understanding your unique concerns, family dynamics and business structures to provide fresh perspectives and actionable ideas.

Manulife Capital Markets Private Company Advisory

You’ve worked hard to make your business successful. Now that you’re thinking about what comes next, it’s important to have trusted advisors to help along the way. Manulife capital markets provide corporate clients and advisors with a broad range of financial advisory strategies and services within Canada, including:

  • Advising on merger acquisition and disposition transactions
  • Helping you understand the total market value of your business
  • Providing advice to, and working with corporate clients on private and public placement of equity, structured product and debt capital