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The freedom of independence. The power of partnership.

Your business. Supported by Manulife Wealth.

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Apex UMA: efficiency that scales

Streamline portfolio management so you can operate more efficiently, free up time, and deliver a stronger client experience.

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A commitment to partnership

At Manulife Wealth, you have the freedom to choose the programs and services that best meet your clients’ needs, all supported by a future-ready platform built to help you run, grow, and evolve your practice.

  • Grow your business

    Own your book of business and build equity as you grow. When it’s time to monetize, do it on your terms with a partner that supports your long-term plan.
  • Freedom to choose

    You’re in control. Our open architecture platform helps you deliver impartial advice and offer the solutions you choose, without product platform restrictions.
  • Leave a legacy

    We align with your goals and back you with a strong global brand to help you grow your client base and assets under management. When you’re ready to transition out of your practice, count on us to support business succession with your clients’ needs in mind.

Custom solutions for your needs

Your practice isn’t one-size-fits-all. We understand your business and offer tailored solutions, streamlined programs, and dedicated support, so you can focus on serving clients and expanding your practice.

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Innovating for your future

We continuously build better solutions that help you stay ahead of client needs, such as our cross-border services platform, designed to deliver the same high level of service to clients in both Canada and the U.S.

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Technology to keep you ahead

Our financial planning and advisor management tools are designed to increase productivity and support client service so that technology strengthens your conversations instead of slowing you down.

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Programs that develop you

We support advisors at every career stage with training, practice management resources, and digital marketing tools created to help you improve your skillset, strengthen your client experience, and scale your business.

Latest insights

Timely perspectives to support stronger client conversations

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Our partners

Clients expect more, and independent advisors need partners that remove friction, expand choice, and strengthen outcomes. Our partner ecosystem helps you deliver a more complete client experience across investing, protection, and banking, so you can serve more needs without adding unnecessary complexity to your practice.

Private Wealth

Capabilities and support designed for high-net-worth clients with more complex needs, helping you deliver elevated planning, portfolio solutions, and a more premium experience.

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Bank

Support day‑to‑day client needs with banking capabilities that can complement advice—helping simplify cash flow, deposits and withdrawals, and other practical financial moments that matter to clients.

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Insurance

Bring protection into the planning conversation with insurance solutions and support that help you address the risks that can derail a client’s financial future.

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Investments

Offer investment solutions designed to align with different client goals and preferences, supported by a platform built for consistency, reliability, and efficient portfolio management.

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Meet our team

For a confidential discussion contact:

  • Ron Walchuk

    Ron Walchuk

    Regional Vice President, Western Canada

  • James Hunter 

    James Hunter 

    Regional Vice President, Ontario

  • Franck Chevrier 

    Franck Chevrier 

    Regional Vice President, Quebec & Atlantic Canada

  • Farhan Hamidani

    Farhan Hamidani

    Chief Growth Officer

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How to successfully transition your business 

A practical guide to help investment advisors plan and execute a smooth transition while protecting continuity and confidence for clients.
Download the guide