Resources

Client resources

Your independent Manulife Wealth advisor has the knowledge and expertise to help you determine your financial goals. Manulife Wealth and its advisors must be registered with the appropriate provincial securities comissions and self-regulatory organizations. Furthermore, there are seperate qualifications and licenses for people who offer mutual funds, deal in securities or offer insurance products.

Client disclosures*

Interest Rate Schedule

Administration and service fees

Best Execution and Order Handling Policy

Guide: Annual Performance of this Account; and Annual Charges and Commissions for this Account

How CIRO protects investors

CIRO: Making a Complaint – A Guide for Investors (Part 1 of 2)

CIRO: How Can I Get My Money Back? – A Guide for Investors (Part 2 of 2)

Canadian Investor Protection Fund

Self-Directed Retirement Savings Plan Declarations of Trust

Self-Directed Retirement Income Fund Declarations of Trust

Self-Directed Tax-Free Savings Account Declarations of Trust

*These client disclosures are subject to change without notice.


Related links

There are also steps that you can take to educate yourself to become an informed investor and avoid potential pitfalls.

Information is readily available through the provincial securities commissions and self-regulatory organizations that oversee dealers and their advisors. Many of these organizations provide valuable education for investors on their websites. For your assistance, Manulife Wealth is pleased to provide links to some of those websites: