Helping you build, manage, preserve and transition your wealth
High net worth Canadians typically have a broad range of need that require specialized expertise. You may benefit from an integrated approach to wealth management with a holistic view that considers the four key components of your long-term wealth plan:
- BUILDING your assets to achieve your goals
- MANAGING your finances effectively and in a tax-efficient manner
- PRESERVING your assets from losses, market volatility and other risks
- TRANSITIONING your assets exactly as you wish
Manulife Private Wealth takes a goals based approach to your wealth planning. Contact us at (866)826-7903 for details or complete the form below.