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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

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

How's that robo advice working out for millennials in a time of market calamity?

07:57

How's that robo advice working out for millennials in a time of market calamity?

Bernard Letendre, Head of Manulife Wealth and Asset Management Canada tells Financial Post's Larysa Harapyn that millennials may be lured by robo advisors now, but they will switch to human advice as their finances become more complex. To read this story and more: https://business.financialpost.com/ Subscribe to watch more Financial Post videos: https://bit.ly/3380Px3 Like us on Facebook: https://bit.ly/2WfhwFt Follow us on Twitter: https://bit.ly/2vhdRvE

Insightful Videos*

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