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:
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Manulife tax and estate group
Extensive experience developing wealth strategies for high-net-worth clients and their families
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Manulife capital markets private company advisory1
Private company and entrepreneurial advisory services as required
Important disclosure
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”).
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Identifying retirement income streams
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Estate planning
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Transitioning a business
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Accessing sophisticated credit solutions
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Tax planning
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Philanthropic planning
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Advising on merger acquisition and disposition transactions
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Helping you understand the total market value of your business