Manulife Wealth Inc. Information Centre
This content was created exclusively for you—a client of an Investment advisor to help you understand the information we provided to you in your statements.
Welcome, and thank you for choosing Manulife.
We’re dedicated to improving your experience with us, and to achieve this, we’re making a significant investment in our business and technology. Your trusted advisor will continue to provide you with the service, wealth management solutions, and personalized advice you need to meet your financial goals.
In your September 2023 and December 2023 statements, you received a notice about the changes we’re making.
Here’s a summary of what’s changing and what these changes mean for you.
Introducing Manulife Wealth
In January 2024, Manulife Securities became Manulife Wealth. Over time, you’ll see the new Manulife Wealth brand replace Manulife Securities.
Our new name articulates the benefits of being a Manulife Wealth client, reinforcing Manulife as the leader for wealth advice in Canada.
You get the strength and stability of a deep-rooted legacy firm, personalized local advice, and a broad suite of products and solutions—embodying the best of our organization.
Manulife Securities included two firms, Manulife Securities Investment Services Inc., a mutual fund dealer and your firm, Manulife Securities Incorporated, an investment dealer. As part of the change, these two firms are now one legal entity, Manulife Wealth Inc.
What this means for you
No action is required on your part. Our name change will not affect your relationship with your advisor or the services provided to you.
This change also doesn’t affect you as a client of other Manulife businesses.
What stays the same
Most important, your investments and the relationship you have with your advisor will not change.
- Your trusted advisor will continue to provide you with the service, wealth management solutions, and personalized advice you need to meet your financial goals.
- Your investment strategies will stay the same and your investments will remain secure. You’ll continue to have access to view and manage your holdings, account details, important documents, and reports.
- We take your privacy seriously, and your financial and personal information will continue to be protected.
- Your investments and data are handled with the utmost care and in compliance with the law, as we’re fully committed to following all regulations.
- Any fees associated with your accounts will remain the same, and we’ll notify you in advance of any changes.
What's changing
- Today, as a self-clearing broker, Manulife Securities processes all the transactions for your investments, and we manage all of the paperwork for your account.
- In April 2024, Manulife Wealth will have become an introducing broker, with Fidelity Clearing Canada ULC (FCC) serving as our carrying broker.
- With this change, your financial advisor will be able to meet your needs more effectively with access to best-in-class tools and support.
- Note: Definitions for the bolded terms can be found in the glossary.
What this means for you
You’ll see the following changes to your experience:
- Documents you receive from your advisor or Manulife Wealth will show the Manulife Wealth logo, the FCC logo, or both, depending on the item.
- If applicable, your bank statements will show transactions to or from Fidelity Clearing Canada ULC after April 1, 2024.
- New Manulife Wealth Investor Portal: You’ll soon have access to a new client portal that offers real-time account information, portfolio summaries, and electronic documents (statements, confirms, and tax slips). You can use your Manulife ID to sign up after April 1, 2024. If you currently use a Manulife online access portal, you will receive more information about how to register for the new portal. If you don't currently access your accounts online, you can contact your advisor to register. New Manulife Wealth Investor Portal: You’ll soon have access to a new client portal that offers real-time account information, portfolio summaries, and electronic documents (statements, confirms, and tax slips). You can use your Manulife ID to sign up after April 1, 2024. If you currently use a Manulife online access portal, you will receive more information about how to register for the new portal. If you don't currently access your accounts online, you can contact your advisor to register.
- Important changes on how to deposit your money: Due to our new arrangement with FCC, we have highlighted the ways to deposit money into your Manulife Wealth accounts. The brochure contains instructions for different deposit methods, such as setting up pre-authorized debits, adding a new online bill payee, and more. Refer to our new brochure to learn more. If you have any questions, please contact your advisor directly
- You'll receive notice of the changes that were made to our relationship disclosure information and other sections of our important client information brochure, which is being updated.
- Declarations of Trust: Due to our new arrangement with FCC as our carrying broker, the trustee for your registered plans will change from Manulife Trust Company to TSX Trust Company. These documents set out the terms of your registered plans.
Who is Fidelity Clearning Canada?
FCC, one of the country’s largest carrying brokers, will provide Manulife Wealth with trade execution, clearing, custody, and back-office support.
Protecting your privacy
Collecting and using personal information is integral to our business, and equally important is our commitment to protecting your personal information and respecting your privacy. We take this responsibility very seriously.
At Manulife, we collect, use, and disclose your personal information in ways that are consistent with identified purposes, and only with your consent or as permitted or required by law. When we share personal information with our service providers, they must protect it in ways that are consistent with our privacy policies and practices. We follow strict data retention policies to protect your privacy, retaining your data only for necessary periods and ensuring that it’s destroyed, erased, or made anonymous when no longer needed.
To read more about Manulife’s privacy policy, see our Canadian privacy policy.
Securing your data
Manulife Wealth employs physical, organizational, and technological safeguards to protect your information. We have a robust information security program to help ensure your personal information is protected by the right safeguards. Technologically, personal information is protected by passwords, encryption, firewalls, and antivirus and anonymizing software, depending on the sensitivity of the personal information.
Learn best practices on how to protect yourself and your data online here:
Contact your advisor
No matter which logo you see, your Manulife Wealth advisor is your point of contact for all matters related to your accounts and investments. If you have any questions, please contact your advisor directly.
We’ll continue to update this page with more information.
Read our glossary for more details on important terms that you’ve seen in your statement and on this site.