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Investment Management

Providing Everything You Need

Meeting

What we provide*

Goal setting and Required Rate of Return
Asset allocation & Investment Selection based on personal goals, objectives & risk tolerance
Tax efficiency & Fee Analysis of Investments
Continuous Monitoring and Ongoing Investment Management
Investment Avenues include:
- Equities - Stocks, Bonds, ETFs, Non Principal protected Notes, Closed Ended Funds
- Fixed Income - Bonds, GICs, Principal Protected Notes
- Mutual Funds, Private Investment Pools
- Segregated Funds, Annuities, Lifetime Income Solutions, Pension Plans
- Solutions Structure: Fee Based & Non Fee Based
- Access to Discretionary Money Managers e.g. Mawer Investment Management, Conner Clark & Lunn etc.
- Access to Manulife Private Wealth
Account Types include:
Accounts for Individuals, Partnership, Corporation, Trust, Estate etc.

*Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. *Insurance products and services are offered through Manulife Securities Insurance Inc.

Our Approach

We provide you with a full range of investment solutions across asset classes and geographies – fixed income, equities, asset allocation, specialty mandates and alternative strategies – along with a variety of investment styles customized to meet your individual needs

Portfolio construction is more than just building better portfolios. It’s about increasing the likelihood that your clients’ investment outcomes match their goals.

+ Understanding Investor Needs

We understand your unique needs, and combined with sophisticated portfolio construction tools and services, we design investment strategies that deliver better outcomes for you.

+ Proven, world-class solutions

Multi-boutique shelf of core and niche investment solutions has you covered in any market condition.
Multi-asset solutions approach enables us to efficiently deliver robust, diversified portfolios with sophisticated risk management.
Access innovative strategies and the specialized expertise of global money managers.

+ Constructing Optimized portfolios

Wide range of tools and solutions help construct effective portfolios.
Customized portfolios using our unique strategies and modular approach as you progress through your life stages.

Partner with us to develop a personalized, independent review or your portfolio.

Reach your Financial Goals

Building long-term wealth is simpler than you may think. Starting early to invest and working with an advisor can help you reach your financial goals.

Click on the button to find out more.

Value of Advice

Did you know, when it comes to your financial well-being, advice may be the difference between achieving your financial goals and falling short?

Click below to learn more.

Mutual Funds

Manulife Investment Management

Masters Private Account Program-Portfolio Managers

Jarislowsky Fraser Ltd.

Guaranteed Investment Certificate (GICs)

B2B Bank

Segregated Funds

BMO Insurance

Market Linked Structured Notes

BMO Capital Markets

Rate cuts have begun in Canada – when will the U.S. follow suit? | Global Investment Outlook

02:29

Rate cuts have begun in Canada – when will the U.S. follow suit? | Global Investment Outlook

With emerging markets and now Canada leading the race to cut rates, when will the U.S. Federal Reserve follow suit? In this video, Chief Economist Eric Lascelles weighs in on the outlook for central banks and interest rates. ▶️ Explore our Summer 2024 GIO: http://spr.ly/605493gzn ▶️ Get the latest RBC GAM insights delivered to you each month: http://spr.ly/605593gzS

Positioning Portfolios for 2024

04:29

Positioning Portfolios for 2024

Find out how we’re positioning portfolios across global asset classes for the year ahead, with Geraldine Sundstrom, portfolio manager and head of asset allocation. Follow us for insights on economies, markets and investing: Twitter: https://twitter.com/pimco LinkedIn: http://www.linkedin.com/company/pimco Facebook: http://www.facebook.com/pimco Blog: http://blog.pimco.com Terms and conditions: pimco.com/socialmedia

Manulife Investment Management - The Farm

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Manulife Investment Management - The Farm

Advisors do that. See how one advisor helped pass down a farm to the next generation. https://www.manulifeim.com/retail/ca/en/different

Manulife Investment Management - The Baby

00:48

Manulife Investment Management - The Baby

Advisors do that. For one advisor, his clients’ desire to grow their family brought new challenges. https://www.manulifeim.com/retail/ca/en/different

Peter Lynch: The Ultimate Guide To Stock Market Investing

46:26

Peter Lynch: The Ultimate Guide To Stock Market Investing

Peter Lynch is regarded as one of the world's most successful and well-known investors. Lynch is the legendary former manager of the Magellan Fund at Fidelity Investments, a large financial agency. At the age of 33, he took over the fund and ran it for 13 years. His accomplishment allowed him to retire at the age of 46 in 1990. Lynch's investment technique has been regarded as adaptable to time's economic circumstances, but he constantly highlighted the importance of knowing what you own.

Mutual Fund Fees Explained

01:55

Mutual Fund Fees Explained

Curious about how Mutual Fund Fees work? Learn how Mutual Fund fees benefit you and how they are broken down, how returns on Mutual Funds are calculated, and how this may affect you.

WTF Is an ETF?

02:05

WTF Is an ETF?

There are now over 6,000 ETFs on 60 exchanges and ETFs exist for everything from corporate bonds to gold bars to oil futures. Like the USB port or a gas pump, ETFs have basically standardized the entire universe of investing so that everything under the sun now trades like shares of Apple. But what, exactly is an ETF and why have they become so popular? Bloomberg explains in this short video. Like this video? Subscribe to Bloomberg Business on YouTube: http://www.youtube.com/Bloomberg Watch Bloomberg TV live at http://www.bloomberg.com/live

What is an RRSP?

01:09

What is an RRSP?

Did you know the Canadian government gives financial incentives to help you save for your retirement? Find out more about registered retirement savings plans. What is an RRSP? Simply put, a Registered Retirement Savings Plan, or RRSP, is a special type of savings account that helps Canadians save for their retirement. How does an RRSP work? Contributions you make to an RRSP are tax-deferred, meaning the money is only taxed when you withdraw it. For most, withdrawing from your RRSP at a later point in life means paying much less tax. Any money put into an RRSP, up to the annual limit, reduces your taxable income for that year. Your annual limit is a percentage of your earned income plus unused room from earlier years. You can hold a variety of investments in your RRSP, like stocks, bonds, GICs, and mutual funds. Because income earned inside an RRSP isn't subject to tax until it's withdrawn, RRSPs are a powerful way to save for your retirement. Find more tips and tools at sunlife.ca. Life's brighter under the sun. Learn more about RRSPs: https://www.sunlife.ca/ca/Investments/RRSP+TFSA+and+RESP/Registered+retirement+savings+plan+RRSP?vgnLocale=en_CA

Insightful Videos*

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