We work with you across a broad range of wealth management needs that require specialized expertise.
You can appreciate our transparency and focus on what's important to you—your financial goals
In a complex world, we help you make clearer and easier decisions so you can live better. Access private banking and tax and estate planning services alongside your investment management to help meet your financial goals.1
1 Investment services are offered by Manulife Investment Management Limited and/or Manulife Investment Management Distributors Inc. Banking services and products are offered by Manulife Bank. Wealth and estate services are offered by The Manufacturers Life Insurance Company.
Backed by a tradition of excellence
When you choose Manulife, you join an innovative wealth manager with:
Roots dating back over 130 years
When speaking about Manulife Private Wealth’s goals-based approach to investment management, Manulife CEO Roy Gori describes it as “investing for your goals, your dreams, and your aspirations.”
2 Investments are subject to restrictions and availability.
Manulife Investment Management is the global asset management arm of Manulife.
Receive a disciplined and detailed process
Manulife’s asset allocation portfolios are developed by the Manulife global asset allocation team, and they've created proprietary asset allocation models for Manulife Private Wealth. These models leverage the same framework and methodology Manulife uses to manage its own balance sheet.
A leader in financial solutions for more than
Part of a global financial institution
$768.5B3 in assets under management and administration globally
A leading provider of investment solutions in Canada
Top 104 in terms of assets under management
3 Source: MFC statistical information package, as of September 30, 2020. Includes assets managed on behalf of affiliates and $205.8B of assets managed by subadvisors. Excludes assets under administration.
4 Source: Mutual funds - $76,130 million CAD – Rank #7 in the industry, IFIC, November 2020. Segregated Funds – assets under management $36,912 million CAD – Ranked #1 in the industry, Investor Economics – Canada, November 2020.
Open architecture and differentiated solutions
Achieving financial goals in today's environment requires a different approach and different solutions.
Rigorous investment manager selection and monitoring progress
Our active investment management approach is complemented by leading institutional money managers, both affiliated and unaffiliated, around the globe.
Offices in Toronto, Vancouver, Calgary, and Montreal
Exclusive partnership with Louisbourg, Aristotle, and C World Wide5
Dedicated investment counsellors who truly understand your goals and are committed to helping you reach them
A personalized approach to achieve each of your financial goals at any stage of life
5 Manulife Private Wealth’s unique goals-based approach to investing is complemented with leading institutional money managers, leveraging intellectual capital from both affiliated and unaffiliated around the globe, many of which are exclusive to us. As of December 31, 2019, clients can access Louisbourg, Aristotle, and C WorldWide separately managed accounts with Manulife Private Wealth.
Explore our services
As you pass through different stages of the wealth cycle, it's prudent to consider how your cash and credit needs are managed. A dedicated private banker will work with you and your professional advisors to craft personalized solutions.
Wealth and estate planning
As your wealth increases, the complexities of your needs also increase. Manulife Private Wealth’s seasoned professionals can provide the knowledge and expertise needed to handle even the most complex challenges.