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Perspectives on market volatility

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Apex UMA: efficiency that scales

Improve your client experience. 

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Support

Deliver an exceptional client experience with support that helps you move faster, reduce friction, and stay focused on advice. Whether it’s onboarding, transitions, or day‑to‑day service, we’re here to help you help your clients so they can achieve better outcomes and build a secure financial future.

Dedicated support

Manulife Wealth backs you with experienced head office teams and regional support so you can run, grow, and future‑proof your practice while delivering consistent, confident service to clients.

Business development

Practical, advisor-first support to help you grow your practice, anchored in a smoother onboarding journey and a stronger ongoing experience. Our expert sales support professionals will help you build the practice you envision, providing marketing support, recruiting guidance, and strategic business planning. This can include tailored growth plans, office expansion strategies, and hands-on assistance when you’re looking to acquire a book of business.
Transition

Changing dealers is complex for both you and your clients. Our dedicated transition team helps you manage the details, reduce disruption, and guide a clean transfer from start to finish so you can keep client conversations centred on reassurance, continuity, and next steps. When you move your business to Manulife Wealth, we’re with you along the way to help you shape your future.
Advisor Services Centre

Your day-to-day administrative support hub. The Advisor Services Centre helps you and your team keep service moving so client requests, documentation, and follow-ups don’t slow down the advice your clients count on.
Compliance

Compliance support focused on practical solutions. Our national team helps you interpret requirements, strengthen best practices, and manage risk through training, consultation, and business reviews so you can serve clients confidently in a highly regulated environment.
Trade desk

Execute with confidence. Our dedicated tradedesk supports Canadian, U.S., and international equity and fixed‑income trades and processes currency transactions. Handling up to $1 billion in assets annually across North American exchanges, they’ll help you deliver a smoother client experience across markets.

Ancillary support

Additional resources that support you and your team behind the scenes, so you can stay focused on advice and deliver a consistent client experience.

Advisor and staff benefit plans

Manulife Wealth offers advisors and their staff the option to participate in a group benefits plan through Manulife Financial. New advisors can enrol without medical evidence within 30 days of registering with the dealership, helping you make the move with more confidence and continuity for your team.
Professional liability insurance

Insurance licensed advisors registered through Manulife Wealth Insurance Services Inc. and Manulife Wealth Inc., with their own representative codes, are required to obtain errors and omissions coverage. Manulife Wealth can arrange for coverage at very competitive rates.

Insurance-licensed advisors registered through Manulife Wealth Insurance Services Inc. and Manulife Wealth Inc., with their own representative codes, are required to maintain errors and omissions (E&O) coverage. Manulife Wealth can help arrange coverage at competitive rates, so you can meet requirements efficiently and stay focused on serving clients.