Understanding your needs and providing the right solutions

Manulife Private Wealth provides highly personalized private banking and investment management services, with access to an integrated team of financial planning, tax and estate experts, accountants and lawyers. Manulife Private Wealth is a new service offered by Manulife Financial where clients work with a highly specialized group of financial professionals with extensive experience managing the affairs of high net worth Canadians. 

Contact someone from our Vancouver or Toronto team

Private Banking

As you enter different stages of the wealth cycle, it is prudent to consider how your cash is managed and how you use credit facilities.

Goals-Based Investing

It starts with you – you need professional support to guide you in goal-based investing which yields more positive investing results. This client-centric approach puts you at the center of the plan.

Wealth & Estate Services

If you have a high net worth you may require unique solutions to help with your complex wealth and estate planning needs.

YOUR RELATIONSHIP TEAM

 

PRIVATE
BANKING

  • Personalized service
  • Deposits, loans and mortgages
  • Simplified cash management through and all-in-one account
  • Specialty financing including investment lines of credit, insurance lending, and real estate financing

PRIVATE INVESTMENT
COUNSEL

  • Goals-based approach
  • Personalized discretionary portfolio management
  • Rigorous investment manager selection
  • Disciplined asset allocation and re-balancing
  • Global scale and reach
  • Consolidated reporting

 

TAX & ESTATE
PLANNING SERVICES

  • Retirement and income services
  • Tax and estate strategies
  • Private company advisory services