Support

Dedicated support

Manulife Wealth offers the most professional dealer support for Canada's best advisors, from dedicated head office teams to regional sales support professionals. That's a solid foundation on which to manage, build and expand your business.

  • Business development

    The Manulife Wealth business development team is focused on providing advisors and business owners with marketing, recruiting and business support. Our expert sales support professionals provide all of the information, guidance and support you need to be successful. This may include assistance to grow your office or buy a book of business.

  • Compliance

    Our national compliance team helps find practical solutions to reduce your risk. In our heavily regulated industry, they help you interpret regulations, build best practices and manage your compliance risk through ongoing training, consultation and business reviews.

  • Advisor services centre

    Based at head office, the advisor services centre is your key administrative resource offering day-to-day support to help you and your staff.

  • Transition

    A dedicated transition team that understands the risks, stresses and complexities of changing dealers, helps support advisors joining Manulife Wealth. They'll work with you to ensure a successful transfer from beginning to end. When you move your business to Manulife Wealth, we're here to help you shape your future.

  • Trade Desk

    The Manulife Wealth dedicated Trade Desk facilitates all Canadian, U.S., and international equity and fixed income trades for advisors across Canada. The Trade Desk manages transactions of between $700 million and $1 billion in assets annually on all North American exchanges. In addition to providing guidance and support to the dealer's advisors and assistants, the Trade Desk processes all currency transactions for Manulife Wealth.

Ancillary support

  • Discount packages – CIFP Retirement Planning Certificate Course

    We are pleased to be able to extend a 40% discount off the published rate to all Manulife Wealth advisors for their Retirement Planning Certificate Course. This course is designed for advisors dealing with the baby boomer generation and is part of the overall CFP program.

  • Advisor and staff benefit plans

    Manulife Wealth offers all advisors and their staff the option to participate in a group benefits plan through Manulife Financial. All new advisors are able to enrol in the plan without medical evidence within 30 days of registering with the dealership.

  • Professional Liability Insurance

    Insurance licensed advisors registered through Manulife Wealth Insurance Services Inc. and Manulife Wealth Inc., with their own representative codes, are required to obtain errors and omissions coverage. Manulife Wealth can arrange for coverage at very competitive rates.