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Log in to your client portalViewpoints by Manulife Private Wealth, at Manulife Private Wealth
Manulife Private Wealth is the high-net-worth division of Manulife. Our focus is your financial goals, providing you deep market knowledge and wealth management expertise.
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Business strategies for small and medium-sized enterprises: emerging into the new normal (podcast)
This episode brings together key professionals from Manulife’s Canadian wealth and asset management segment who will have an in-depth discussion on changes to ownership, business transition and philanthropy from a family enterprise, investment banking, and tax perspective.
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A closer look at the 2020 elections
This November 3, America votes on the balance of power in our nation's capital. We examine what's at stake, the possible outcomes, and what could be in store for investors' portfolios.
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Preparing your family for the great wealth transfer
The greatest intergenerational transfer of wealth in Canada’s history is set to take place over the next few decades, but are high-net-worth families prepared for the shift?
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Cottage succession planning: keeping the family cottage in the family (podcast)
This episode features Frances Donald, chief economist, who will provide a macro outlook, and John Natale, head of Tax, Retirement & Estate Planning Services, who will provide an in-depth look at succession tax considerations and wealth transfer strategies.
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The importance of planning and goal setting for a healthy future
The importance of setting goals and intelligently planning how to achieve them is as true now as it was last year and works just as well with our health as with our wealth. With that in mind, we’ve outlined some helpful tips on how planning ahead and setting goals now can help lead to a healthy and financially fit future.
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The next 3 stages for the global economy
Macro trends in geopolitics, Central Bank direct intervention, and the emotional highs and lows driven by the pharmaceutical industry collaborating intensely to find a cure for the COVID-19 virus will continue to whipsaw the market for some time to come.
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The road ahead: Focusing on your investment goals amidst uncertainty (Podcast)
This episode features Frances Donald, Chief Economist, who will provide a market update and Jamie Robertson, Head of Asset Allocation, who will put into context the short-term volatility we are currently experiencing and the impact it has on investors’ long-term savings’ goals.
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Economic update/insight into Canadian fine art (podcast)
This episode features Global Chief Economist Frances Donald, who reviews the markets in 2020, and Kelly McKenzie, curator for Manulife’s corporate art collection, who explores the ins and outs of developing, caring for, and displaying art.
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What is goals-based investing and how does it work?
Goals-based investing differs from traditional asset allocation by linking separate investment portfolios to specific goals.
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Macro viewpoints
Explore our new series titled “Macro Viewpoints,” featuring recordings from the 2020 Market Outlook event
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