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

Wealth Banking

Manulife Private Wealth defines wealth banking as the strategic management of net worth.

Investment Management

Our goal-based investment management approach is unique because it is focused on individual objectives.

Wealth and Estate Services

Manulife Private Wealth has a network of professional experts to help protect and grow wealth.

PRIVATE
BANKER
YOUR
ADVISOR
INVESTMENT
COUNSELLOR

YOUR RELATIONSHIP TEAM

 

WEALTH
BANKING

  • Personalized attention
  • Traditional banking solutions including deposits, loan and mortgages
  • Simplified cash management through an all-in-one account
  • Credit as a strategic resource
  • Specialty financing

INVESTMENT
MANAGEMENT

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

 

WEALTH AND ESTATE
SERVICES

  • Retirement and income services
  • Tax and estate strategies
  • Trust services
  • Private company advisory services
  • Specialist referral networks providing trust, tax and estate, legal and accounting expertise