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:
Stocks
Bonds
New issues
Fee-based wrap program
Mutual funds
Self-directed plans
Masters Private Account Program
Group RRSPs
Pension plans: group retirement plans, registered pension plans, deferred profit sharing plans and registered retirement savings plans
Money products: daily interest, GICs, RRSPs, RRIFs, and LIFs
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 ProgramDownload 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.
