A collaborative

approach

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.”

Timeline

  1. 1887

    Photo of Sir John A. MacDonald

    The Manufacturers Life Insurance Company founded—Sir John A. MacDonald, Canada's first prime minister, was the company's first elected president. Started investing money for Manufacturers Life’s balance sheet

  2. 1949

    Investment management firm Elliott & Page Limited founded—acquired by Manulife in 1996 and subsequently renamed Manulife Asset Management Limited.

  3. 2010

    Manulife Asset Management expands its asset allocation capabilities with the creation of the global asset allocation team.

  4. 2012

    Manulife Private Wealth

    Manulife Private Wealth launched. Investment counselling service business is established to meet the demands of Manulife’s high-net-worth clients. We provide access to public markets and private assets, essential components to retirement investing.2

2 Investments are subject to restrictions and availability.

Established expertise

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

130 years

Part of a global financial institution

$832B3 in assets under management and administration globally

A leading provider of investment solutions in Canada

Top 104 in terms of assets under management

3 MFC statistical information package, as of March 31, 2020. Global wealth and asset management assets under management and administration include CAD$195.4 billion of assets managed on behalf of other segments and CAD$138.9 billion of assets under administration. 4 Mutual funds—CAD$68,585.0 million—rank #7 in the industry, IFIC, June 2020. Segregated funds—assets under management CAD$34,664 million—ranked #1 in the industry, Investor Economics, Canada, June 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

Investment management

Your goals are as unique as you are, which is why we craft a unique investment strategy just for you. Working as a team, we take a 360-degree view of your personal situation and your investment assets.

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Private banking

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.

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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.

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