Modern Financial Advisorywith Traditional Wealth Management

Build wealth and plan for retirement with guidance on trusts, corporate entities, RRSPs and other pension accounts. With custom portfolios and personalized plans, you'll receive continuous communication and actionable advice every step of the way.

Rated 5/5 Stars on Google, Yelp, and Trust Analytica

The All-In-One Advisory

People who work with financial advisors have 3x higher net worth and 4x more investable assets than those who don't work with one.

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Replace your bank financial advisor with our uniquely tailored advisory services.

Some people may decide to change advisors simply because they have outgrown the capabilities of their existing advisor and prefer someone with better expertise.

OUR FINANCIAL ADVISORY

The Complete Package

Recommended

Full Transparency

You get what you pay for.

•Active review of your current circumstances to learn and identify what to accomplish.
•Develop an actionable and evolving solution that's personalized to your objectives.
•Continuously looking to minimize tax implications of investments and optimize after-tax investment returns.
•Analyze and upgrade existing portfolio composition, risk assessment, and restructure based on a dedicated investment methods.
•Leveraging constant flow of economic and stock based research to create actionable advice.
•Recurring communication with market memos and quarterly reviews to keep you updated.
•Unparalleled Access to investment solutions around the world, not limited to bank products.
•Includes constant access with unlimited consultative time with a dedicated, always-available, financial advisor.

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Compare the alternatives

Embedded Fees

...but what are you really paying for?

•Can help you better understand your financial goals and save money.
•Use standardized computer questionnaires to make investment recommendations.
•Can get you deals on credit cards, credit lines, and bank accounts.
•Help with applications, paperwork, and other administrative tasks.

Not Recommended

Transparent

All of our clients have online access to their investments. They can view investments, income received, fees paid, and the performance of their accounts at Manulife Wealth Inc.

Calculated

Quality investment management is about having an evolving plan to mitigate and manage risk, identify opportunities, and understand your potential future needs.

Efficient

We make your investments work more efficiently for you and your future by optimize your account structure, and when possible, reduce fees and lessen your potential tax liability.

Adaptable

We curate, monitor and adjust your investments based on changing conditions and goals. The strategy is executed by professionals who are experts in investment management.

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Our difference

Where we create value for you.

Insights

We're not just an investment advisory. We carry out industry leading research and global economic insights that give us our unique edge.

Research-led portfolios

Pricing

With our low minimums, no fixed rate annual fees, and free ongoing client advisory, more of your money stays where it belongs: in your pocket.

No fixed annual fees

Personalization

With a Manulife Wealth advisor, your plan and our strategies are crafted for you. Where your life's goals are our prime focus.

A plan built around you

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Free Consultation with a Financial Advisor

Finding a great financial advisor is important. Get to know who we are and how we can help you.
Book a time to visit our office at Manulife Wealth in Mississauga or schedule in a phone call. The consultation is completely free.

Meet a financial advisor

Get to know Gianluca, your Manulife Wealth Inc. Financial Advisor, and what he can do for you.
Ask the right questions, and gather a stronger understanding of how financial advising can help you achieve your goals.
Identify what your financial objectives are.
Ask us questions, lots of them. The more you have, the more we can help.
Establish the next steps.

Request an Appointment

Financial advisor reviewing a plan with a client on a tablet