Manulife Investments, a division of Manulife Financial, is a leading provider of personal wealth management solutions to Canadians. Manulife Investments benefits from strong Canadian roots and the growing global presence of Manulife Financial. Clients can look to Manulife Financial for strong, reliable, trustworthy and forward-thinking solutions for their most significant financial decisions.
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Premier Investment Program
The Premier Investment Program is a fee-based account that offers a range of investment services and the ability to hold a wide variety of investment products including mutual funds and individual stocks and bonds. Virtually every investment offered at Manulife Securities can be held in a Premier plan.
In addition to transparency, objectivity and accountability – the hallmarks of a fee-based account – the Manulife Securities Premier Investment Program can benefit my clients in a number of ways:
- You pay for advice, not trades – transactions are incidental and are not the differentiating factor in assessing the value I offer
- Advisor compensation is completely transparent and agreed upon, and because the costs associated with trades or other services are reduced or eliminated, you can fully understand what you’re paying for your investments
The fee-based solution provides the medium for developing a strong, customized portfolio at a cost that is generally less than the cost associated with traditional mutual funds.
- Fees can be paid outside of your portfolio; this means your portfolio return need not be reduced to pay fees and assets can grow faster
- When a fee is paid for investment advisory services on a portfolio outside of an RRSP, the fee is generally tax deductible
- Because compensation can be based on portfolio value, fees will rise or decline based on the performance of the portfolio; this assures you that my primary interest is the growth of your portfolio
To learn more, please click here or contact me.
Manulife Private Investment Pools
Welcome to an investment program that truly reflects you
With the prosperity you've already achieved and enjoy, the opportunities to create enduring wealth and continue to build your legacy have arrived.
The Manulife Private Investment Pools (MPIP) program is an exclusive wealth management initiative with the comprehensive resources needed to fulfill your distinct preferences and priorities. It's where you'll find the vision, expertise, value, service, innovation and integrity that you expect and require to answer your sophisticated investing objectives and goals.
This exclusive investment program offers you:
- A comprehensive suite of pools in a range of asset classes
- Household account/contract-linking
- Tiered management fee reductions/reimbursements
- Comprehensive reporting
- The backing of high-conviction Portfolio Managers
It's the exclusive investment program for affluent investors that reflects your highest expectations.
For more information on the MPIP program, please contact me.
The MPIP Investment Pools are managed by Manulife Investments, a division of Manulife Asset Management Limited.