We believe every client is as unique as the very financial goalsand objectives they are seeking to achieve.
As such, we employ a consistent personalized planning process that we firmly believe in and our philosophy of growing and preserving wealth over time does not change.
This approach is effective whether you are just starting in your investment planning or looking to preserve your growing wealth. As we partner with you, our focus is not just on where you are now, but where you would like to be in the future as you create a lasting legacy.
What Sets Us Apart
Our values represent our committment to our clients and their advisors. These key values are part of our strategic planning approach to helping each and every client achieve financial independence.
We recognize and support the right of an advisor to work together with the client to find appropriate financial solutions. From a client's standpoint, you can rest assured that the advice and products you choose are independently recommended by your advisor.
Strength and Stability
As a wholly owned subsidary of Manulife Financial, Manulife Securities, advisors and their clients enjoy the financial strength, security, resources and reputation of the Manulife name that has benefited clients for over 120 years. We are committed to ensuring that we continue to earn your trust as you work in partnership with your Manulife Securities advisor.
Leading Edge Technology
Advisors of Manulife Securities enjoy the functionality and features of premium technology systems. From efficent back office business processing to enhance client financial reporting systems, we provide the tools that allow advisors to spend less time on administration and more time focusing directly on clients.
Manulife Securities is with you every step of the way with a team of dedicated professionals working behind the scenes to provide both advisors and clients with a professional experience.
Our Value Proposition
It begins with recognizing the importance of getting to know the client. This is achieved through qualitative and quantitative information gathering and discussing as follows:
- Investor profiling questionnaire
- Retirement Planning data collection
- Verifying your insurance needs
- Professional investment plan process
- Selecting the Advisory relationship that bests fits you
- Choosing the right investment strategy for you
- Our ongoing commitment and reviews