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Knowledge Centre

We believe in the value of sharing financial knowledge. 

As professionals in our industry, we understand the benefits and the risks associated with financial products and services, and work to keep you educated and informed so that you can feel confident in your financial strategy and future financial decisions.

Why Manulife Private Wealth? The Advisor Perspective
Manulife Private Wealth provides access to a wealth of experience to manage your clients' money how we manage ours.

Investing with Manulife Private Wealth
In 2012, we launched Manulife Private Wealth to offer high-net-worth individuals an opportunity to have their money managed the same way Manulife manages its own balance sheet.

Demystifying the Canada and Quebec Pension Plans
For Canadians at or nearing retirement, the Canada Pension Plan and Quebec Pension Plan may be a bit of a mystery.

Back to Basics: Life Insurance
Life insurance doesn’t have to be complicated. Get the basics that can help you make the right decision.

What is a Pension Plan? (External link)
Understanding what your company pension plan offers can help you determine how to make the most of all your retirement savings options.

What is a payout annuity? (External link)
See how a life annuity can convert your savings into guaranteed income payments for life.

What is long term care insurance? (External link)
Here’s how long-term care insurance can help you cover expenses and give you the care you need as you age.

What is asset allocation? (External link)
Find out how you can manage risk in your portfolio.

Should you consolidate your savings? (External link)
Find out how consolidating your savings can make managing your investments simpler.

Solutions Videos

View the Solutions video library for a collection of all our custom videos.

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An investment in knowledge pays the best interest.

Benjamin Franklin

More helpful videos

Understanding investment income
When it comes to taxation, not all investment accounts are created equal.

Determining the best approach – what is the difference between a TFSA and RRSP?

What is an ETF?
If you’ve overheard any conversations about investments or seen finance programs on television, you’ve likely heard the term "ETF".

Manulife Securities Investment Services Inc., a registered mutual fund dealer in all the provinces and territories of Canada, except Nunavut, and a registered exempt market dealer in all the provinces of Canada and the Yukon Territory and Manulife Securities Incorporated, a registered investment dealer in all provinces and territories of Canada (“Manulife Securities” as the case may be) have each entered into a referral agreement (the “Agreement”) with Manulife Private Wealth, a division of both Manulife Asset Management Limited and Manulife Asset Management Investments Inc. Manulife Asset Management Limited is registered as a portfolio manager in all the provinces of Canada; as an investment fund manager in Newfoundland and Labrador and Ontario; and as a commodity trading manager in Ontario. Manulife Asset Management Investments Inc., a wholly owned subsidiary of Manulife Asset Management Limited, is registered as an exempt market dealer in each of the provinces of Canada. Under the respective Agreement, your Manulife Securities Advisor (your “Advisor”, identified in section 6 of this form) can refer clients including you, the undersigned (“You”), to Manulife Private Wealth which is registered to provide financial planning, discretionary portfolio management services and securities products (“Services”). These Services may be provided directly via Manulife Asset Management Limited, Manulife Asset Management Investments Inc., or through affiliated entities, including The Manufacturers Life Insurance Company, Manulife Bank of Canada and Manulife Trust Company. Through your relationship with Manulife Private Wealth, You may also be offered one or more designated banking, mortgage and/or secured lending products (“Related Products”) from Manulife Bank of Canada or Manulife Trust Company (“Manulife Bank & Trust”). Manulife Private Wealth may pay referral fees to Manulife Securities when You purchase Services or Related Products from Manulife Private Wealth or Manulife Bank & Trust.