Manulife Wealth Inc.
Our expansive product offering provides clients with choices tailored to fit their financial goals and advanced investment needs, via four distinct account management platforms:
- Discretionary Account Management via Advisor Managed Program
- Third party Portfolio Management via Masters Private Account Program
- Fee-based wrap program via Premier Program
- Traditional Self Directed Accounts
Within the account management platform that we determine is the best fit for you and your family, we have the ability to source the appropriate investment products, including:
- Stocks
- ETFs
- Bonds
- Mutual funds
- Money products including, daily interest accounts and GICs,
- Other specialty investment products
Account Types Available
- Registered Retirement Savings Plans (RRSP)
- Registered Retirement Income Fund (RRIF)
- Locked in Retirement Account (LIRA)
- Locked in Income Fund (LIF)
- Tax Free Savings Accounts (TFSA)
- Non-Registered Savings Accounts
- Registered Education Savings Plan (RESP)
- Registered Disability Savings Plan (RDSP)
- Corporate Investment Programs
- Banking Products by referral
- Flexible mortgage accounts
- Fixed Rate Mortgages
- Savings Accounts
- Investment Loans
Manulife Wealth Insurance Services Inc.
Whatever your stage in life, Manulife Wealth Insurance Services Inc. can help you feel financially assured with a variety of insurance products to meet your specific needs – whether it’s family protection, business continuity, estate preservation or investment solutions.
Product and services include:
- Segregated funds
- Disability insurance: income replacement and business overhead protection
- Life insurance: term, whole life, universal life
- Critical illness insurance: enhanced and basic plans
- Personal Health and Dental Plans
- Health Spending Accounts
- Annuities: term certain, life