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The freedom of independence. The power of partnership.

Your business. Supported by Manulife Weath.

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Build your business with the strength of Manulife behind you

Keep the ownership and flexibility that matter to you, while gaining a practical partner for growth. Manulife Wealth brings together a recognizable brand, broad financial capabilities, flexible investment programs and dedicated support so you can build a stronger practice and deliver more for clients. Hear firsthand how advisors have benefited from partnering with Manulife Wealth.

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Building an independent practice with confidence

Lynn Curtin Lang, Financial Advisor

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If you want autonomy without giving up the resources, Manulife Wealth is a perfect fit.

– Lynn Curtin Lang

Why independent financial advisors in Canada choose Manulife Wealth

Build value in the business you own

With 100% book ownership, you build equity as your practice grows. A competitive compensation approach and support for succession, book purchases and practice transitions can help you plan confidently for growth today and an eventual exit on your terms.
Access to an open product shelf and broad reach to help solve clients’ needs

Use a full-service, open architecture platform to recommend the solutions you choose based on each client’s needs, without product platform restrictions. Connect clients to investments, insurance, banking, and private wealth through the broader Manulife organization.
Put a recognized brand and committed partner behind your practice

Build your practice with a brand that's operated in Canada for over 130 years. Manulife’s long-standing presence can help provide clients with a familiar point of connection, while giving you the confidence of a recognized name behind your business.
Value-added technology and support to help you grow your business

With proprietary tools and trusted platform partners, we offer a connected digital experience built around how you do business. From onboarding to planning to reporting, our technology is designed to support your workflows and client conversations, with more consistency and less rework.

What does it mean to be an independent advisor with Manulife Wealth?

Moving a practice is a significant decision. Hear directly from advisors about the autonomy, open choice, technology, resources and transition support they found at Manulife Wealth and what the experience has meant for their businesses and clients.

The freedom to do what's right for your clients

Don Levy, Senior Advisor & Portfolio Manager
 

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Independence with the right support

Leanne Kohtala, Senior Financial Advisor & Portfolio Manager
 

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An entrepreneurs approach to Wealth Management

William Frenn, Portfolio Manager & Senior Investment Advisor
 

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The tools to grow your practice

Julie Seberras, Head of Wealth Planning & Practice Management
 

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Explore the Manulife Wealth model

See how Manulife Wealth combines entrepreneurial freedom with a full-service, future-ready platform. Explore resources on the advisor model, book ownership and growth, transition planning, succession, and cross-border capabilities.

Why Manulife

Explore the independence, platform and support available to help you run and grow your practice.

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Transition guide

Review the support available to help plan your move, transfer your book and communicate with clients.

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At Manulife Wealth we've got the strength of a big firm and the independence we need as entreprenuers. That's a dynamic duo.

– Don Levy, Senior Advisor and Portfolio Manager

The advisors who are at Manulife Wealth are the the advisors who want to build a legacy for their practice.

– Leanne Kohtala, Senior Financial Advisor and Portfolio Manager

Planning a successful transition

  • 1. Discovery Start with a confidential conversation

    Start with a direct, confidential conversation about your goals, business model and what you need from a new firm. A regional vice president can help you assess how Manulife Wealth’s platform, programs and support align with your practice.

  • 2. Mapping Build your transition roadmap

    Build a roadmap around your timing, documentation, technology and client communication needs. The plan can also account for growth, book ownership and longer-term succession goals.

  • 3. Client prep Deliver a seamless client experience

    Dedicated onboarding and transition specialists can help coordinate the details of moving your book, setting up your practice and communicating the change, allowing you to stay focused on maintaining a strong client experience.

Your next chapter starts with one confidential conversation

Whether you're focussed on growth, improving efficiency or planning your eventual succession, a direct and confidential conversation can help you assess the fit. Connect with the Regional Vice President in your area, or our Chief Growth Officer to explore how Manulife Wealth could support your business, your clients and your long-term goals.

  • James Hunter

    James Hunter

    Regional Vice President, Ontario

  • Ron Walchuk

    Ron Walchuk

    Regional Vice President, Western Canada

  • Franck Chevrier

    Franck Chevrier

    Regional Vice President, Quebec and Atlantic Canada

  • Farhan Hamidani

    Farhan Hamidani

    Chief Growth Officer