Manulife Securities

Description

Manulife Securities Incorporated is one of Canada ’s foremost independent investment dealers. Our firm commitment to service excellence coupled with our expansive product offering provides clients with options tailored to fit their financial goals and advanced investment needs. Manulife Securities Incorporated is regulated by the Investment Industry Regulatory Organization of Canada (formerly the Investment Dealers Association of Canada). Products and services include: Download brochure Masters Private Account Program The Masters Private Account Program is a discretionary service for the high net worth individual. The program offers an exclusive roster of “buy and hold ” investment managers selected based on their long-term investing approach, superior performance and commitment to tax efficiency. This service provides a means for clients to have world-class managers construct private accounts holding individual securities (i.e. stocks and bonds) on their behalf. Contact a Manulife Securities advisor to learn more about the benefits of this comprehensive program. Freedom Program Download brochure Alberta Residents The Freedom Program* provides you with choices in structuring your relationship with your Manulife Securities advisor. Within this program, you pay a fee for the advice and relationship, and the costs of your trades or other services are reduced or eliminated. The Freedom Program is designed to allow you to partner with your Manulife Securities advisor, to enable you to take advantage of the benefits of a fee-based financial plan, while maintaining control over the decision-making process. No matter where you are in your investment life cycle, the Freedom Program represents an excellent opportunity for building, managing and preserving assets. Equally important, it is flexible enough to expand in response to your changing circumstances. The program emphasizes the establishment of goals and objectives with your Manulife Securities advisor, and the adoption of a financial map through the financial planning process. The Freedom Program recognizes that a financial solution is more about who you are than the level of trading activity you pursue, and serves to emphasize the value of the relationship you have with your Manulife Securities advisor. *subject to provincial approval

Products & services

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