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Lifecheque Basic Critical Illness Insurance
Providing financial security in the event that one of five covered illnesses or conditions is
Travel Plans &
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Health & Dental
Flexcare plans are specifically designed to offer flexibility and choice.
FREE Guide to Health Spending Accounts
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1The calculators are for illustrative purposes only and should not be relied upon as an accurate indication of your financial retirement needs. As each individual’s situation is different and changes over time, the results are limited by the accuracy of the assumptions you make in providing the information used in the calculation. I (we) do not guarantee that these calculators are reliable, accurate or complete or that they will be compatible with your computer.
Manulife Private Wealth
Manulife Private Wealth, a unique, seamless and integrated approach to wealth management that includes banking, investment management, and advisory services. Manulife Private Wealth is designed as a collaborative service model allowing clients to retain existing trusted advisors, while receiving 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’s goals-based investment management approach uses a team model to leverage Manulife Asset Management’s extensive experience in domestic and international institutional investment management with expertise across asset classes and investment styles.
Manulife Private Investment Pools
The Manulife Private Investment Pools program offers a range of diverse investment pools with high conviction portfolio managers from Manulife Asset Management and Mawer Investment Management Ltd. Add in competitive management fees, tax efficiency and flexible options and you’ve got an investment program that truly understands your needs.
Key features of the program:
- Comprehensive suite of investment pools in a range of asset classes
- Tax efficiency through corporate class structure
- Award-winning portfolio managers
- Competitive management fees
- Tiered management fee reductions
- Household account-linking to help reduce management fees
- Automatic rebalancing
- Series T payout options
- Systematic purchase and withdrawal plans
- Comprehensive client reporting
- Dedicated marketing support
Premier Investment Program
The Premier Investment Program is a fee-based account that offers a range of investment services and the ability to hold a wide variety of investment products including mutual funds and individual stocks and bonds. Virtually every investment offered at Manulife Securities can be held in a Premier plan.
In addition to transparency, objectivity and accountability – the hallmarks of a fee-based account – the Manulife Securities Premier Investment Program can benefit my clients in a number of ways:
- You pay for advice, not trades
- Advisor compensation is completely transparent and agreed upon, and because the costs associated with trades or other services are reduced or eliminated, you can fully understand what you’re paying for your investments
- Because compensation can be based on portfolio value, fees will rise or decline based on the performance of the portfolio; this assures you that my primary interest is the growth of your portfolio