Wealth and estate services

Access wealth and estate services alongside your investment management to help meet your financial goals.


Get the help you need

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.

With Manulife wealth and estate services, you'll receive:

Manulife tax and estate group

Extensive experience developing wealth strategies for high-net-worth clients and their families

Manulife capital markets private company advisory1

Private company and entrepreneurial advisory services as required

1 Manulife Capital Markets is part of Manulife Securities Incorporated a member of the Investment Industry Regulatory Organization of Canada (IIROC) and the Canadian Investor Protection Fund (“CIPF”).

Manulife tax and estate group

If you're 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

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 you 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